Associate Director, Business Development

Cambridge Associates LLC.; Boston (MA); On-site; USD 63,700 - 82,800; Full time

Benefits offered by this job

Annual performance-based bonus

Comprehensive benefits package

Job summary

A leading global investment firm is seeking an Analyst for Global Client Solutions in Boston. This role involves supporting business development efforts through lead generation, CRM data management, and providing operational support. Candidates should have a Bachelor’s degree in Business or a related field, and 1-2 years of relevant experience. Excellent research, analytical, and communication skills are essential. The position offers a competitive salary and an annual performance-based bonus, along with comprehensive benefits.

Qualifications

• 1-2 years of relevant experience in business development, sales support, or consulting preferred.
• Experience with CRM systems is beneficial.
• High attention to detail and commitment to data accuracy.

Responsibilities

• Conduct research on prospective clients and industry trends.
• Maintain lead and prospect information in CRM.
• Assist in the preparation of business development materials.

Skills

Research skills

Communication skills

Data management skills

Analytical abilities

Organizational skills

Education

Bachelor’s degree in Business, Finance, Marketing, or related field

Tools

Microsoft Dynamics

Microsoft Office Suite

Job description

Analyst, Global Client Solutions page is loaded## Analyst, Global Client Solutionslocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000140**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .**Job Description Summary:**The Analyst, Business Development will play a key role in supporting the firm’s growth by focusing on lead generation and prospective client engagement. This position is responsible for researching new business opportunities, maintaining accurate and up-to-date records in Dynamics (CRM), and providing operational and content support to Business Development colleagues. The Analyst will help ensure the business development team is equipped with the insights, data, and materials needed to effectively pursue and convert new leads.**Job Description:**Key Responsibilities 1. Lead Research & Prospect Identification • Conduct in-depth research on prospective clients, including organizations, decision-makers, and industry trends. • Identify and qualify new leads using a variety of sources (databases, news, industry reports, referrals, etc.). • Prepare detailed profiles and briefing materials on high-potential prospects for the Business Development team. 2. CRM (Dynamics) Data Management • Maintain and update lead and prospect information in Dynamics, ensuring data integrity and completeness. • Track all business development activities, interactions, and outcomes related to new business pursuits. • Generate and distribute regular reports and dashboards on lead pipeline, activity metrics, and conversion rates. 3. Business Development Support • Assist Business Development colleagues in the pursuit of new leads by preparing tailored materials, presentations, and outreach content. • Coordinate the dissemination of thought leadership, marketing collateral, and firm updates to prospective clients. • Support the organization and execution of business development campaigns, events, and webinars targeting new prospects. 4. Content & Communication Support • Draft and proofread prospect communications, including introductory emails, follow-ups, and meeting summaries. • Ensure all client-facing materials are accurate, professional, and aligned with firm branding and messaging. 2 • Collaborate with Marketing and Communications teams to leverage content in support of lead generation efforts. 5. Administrative & Project Support • Assist with scheduling, logistics, and documentation for prospect meetings and business development activities. • Support ad hoc projects and initiatives to enhance the effectiveness of the business development function. Qualifications • Bachelor’s degree in Business, Finance, Marketing, or a related field. • 1–2 years of relevant experience (internships or entry-level roles in business development, sales support, financial services, or consulting preferred). • Experience with CRM systems (preferably Microsoft Dynamics) and strong data management skills. • Excellent research, analytical, and organizational abilities. • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). • Strong written and verbal communication skills. • Ability to manage multiple priorities and deadlines in a dynamic, fast-paced environment. • High attention to detail and commitment to data accuracy. Personal Attributes • Proactive, resourceful, and results-oriented. • Collaborative team player with a client-service mindset. • Discreet and professional in handling sensitive information. • Eager to learn and contribute to a high-performing business development team.Base salary range for this role:Pay Range Minimum:63700Pay Range Maximum:82800In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.