Business Development Analyst, Equity Capital Markets

Primary Responsibilities

• Engage in planning and business development to create and implement strategic and tactical outreach to drive awareness and strengthen relationships with Broker-Dealers.
• Develop new business and provide support within the territory through calls and email communications, with activities such as: campaigns to advisors to educate them on Peachtree Group’s investment platform.
• Call campaigns and events (Dine Arounds; Conference Calls; Fund Updates; Due Diligence Meetings, etc).
• Present webinars, helping with individual presentations when needed.
• Prospecting to reach new financial professionals to learn investment objectives.
• Schedule appointments for the external wholesaler (s) in assigned territory.
• Provide sales meeting and conference preparation and follow up for external wholesaler.
• Work with integrity, do what you say you’re doing.
• Maintain quality notes about all interactions in a CRM system.

Desired Qualifications

• Financial services industry experience.
• Comfortable making several dozen outbound dials per day.
• Some knowledge of alternative investments, Private Credit, Real Estate, Development, Private Placements, DST/1031 (a plus).
• Strong organization skills with the ability to manage multiple tasks.
• Excellent verbal, written, and presentation skills.
• Proven selling and relationship building skills.
• Disciplined self-starter who requires little direction to succeed.
• Someone who understands a team is only as strong as its weakest link.
• Currently has FINRA SIE and Series 7 & 63 or willing to obtain in the first year of employment.
• Strong computer skills, including MS Word, PowerPoint, Excel.
• Salesforce or other CRM experience is a plus.