Business Development Analyst, Equity Capital Markets

Peachtree Group

United States

On-site

USD 70,000 - 95,000

Full time

3 days ago
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Job summary

Peachtree Group is seeking a Business Development Analyst to join Peachtree PC Investors, the Equity Capital Markets team. The role focuses on educating broker-dealers about our alternative investment offerings through outbound communications, lead generation, and servicing.

Ideal candidates will have solid financial services experience, strong communication and presentation skills, and a proactive, team-oriented mindset.

Qualifications

  • Financial services industry experience.
  • Knowledge of alternative investments (private credit, real estate, DST/1031 is a plus).
  • Strong organization and multitasking abilities.
  • Excellent verbal, written, and presentation skills.
  • Disciplined self-starter with minimal supervision.
  • Team player with strong relationship-building skills.
  • FINRA SIE and Series 7 & 63 or willingness to obtain within first year.
  • CRM experience is a plus.

Responsibilities

  • Engage in planning and business development to create and implement strategic and tactical outreach.
  • Develop new business and provide support within the territory through calls and email communications.
  • Call campaigns and events (Dine Arounds; Conference Calls; Fund Updates; Due Diligence Meetings, etc).
  • Present webinars and assist with individual presentations when needed.
  • Prospecting to reach new financial professionals to learn investment objectives.
  • Provide support for internal wholesalers during PTO or road time.
  • Schedule appointments for external wholesalers in the assigned territory.
  • Provide sales meeting and conference preparation and follow-up for external wholesalers.
  • Maintain quality notes about all interactions in a CRM system.

Skills

Communication skills
Organization & time management
Sales & relationship building
Self-starter attitude
CRM experience
FINRA SIE / Series 7 & 63 willingness

Tools

CRM software (Salesforce)

Job description

Business Development Analyst, Equity Capital Markets

Job Category : Corporate Office

Requisition Number : BUSIN017082

  • Posted : October 19, 2026
  • Full-Time
  • On-site
Locations

Showing 1 location

Description

Peachtree Group is seeking a Business Development Analyst to join Peachtree PC Investors, the Equity Capital Markets Team.

Peachtree Group is an investment firm with a diverse portfolio of commercial real estate assets. We focus on real estate acquisition, development, and lending, and manage over $4.1 billion in equity. Our services are designed to protect, support, and grow our investments.

The Business Development Analyst will support Peachtree Credit’s Equity Capital Markets efforts to educate Broker-Dealers on Peachtree Group’s suite of alternative investment offerings through outbound communication, lead generation and servicing. The position requires strong written and verbal communication, as well as excellent interpersonal and time management skills.

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.
  • Provide support for internal wholesalers who are out of the office (PTO or Road).
  • 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.
  • 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.
  • Salesforce or other CRM experience is a plus

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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