Business Development Associate

iSAM; Boca Raton (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

iSAM is seeking a motivated individual for a hybrid business development support and client relations role on-site in Florida. The role offers growth into a full business development position, requiring research, materials preparation, and hands-on CRM management to support institutional investors and roadshows.

Responsibilities cover client relations, reporting, and marketing material quality, with opportunities to deepen understanding of fund strategies and the hedge fund landscape.

Qualifications

• 2–3 years of work experience at a reputable financial institution.
• Degree educated in a relevant field.
• Strong desire to move into a business development/sales role.

Responsibilities

• Research company and industry for business development activities.
• Prepare sales materials including presentations and monthly reporting.
• Assist in buildout and research for client roadshows.
• CRM input and initiative to keep systems up to date.
• Learn the firm’s institutional client base and fund strategies.
• Support day-to-day client relationship duties and coordinate communications.

Skills

Financial institution experience

Sales mindset

CRM familiarity

Education

Degree in a relevant field

Tools

CRM software

Job description

iSAM is an innovative, financial technology firm specialising in quantitative trading, comprised of iSAM Funds and iSAM Securities.

iSAM Securities regulated by the FCA, SFC, and CIMA registered, is a leading algorithmic trading firm and trusted electronic market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. The firm offers full-service prime brokerage and execution via its cutting-edge proprietary technology, as well as market leading analytics, cleared through the group’s bank Prime Brokers.

iSAM Funds is an alternative asset manager specialising in systematic investing. Each strategy is unique, provides a specialist quantitative approach and is designed to deliver highly diversifying absolute returns for institutional portfolios.

Please note this position is on-site.

About the Role:

This role presents an opportunity to work a hybrid business development support/client relations position, with a successful and motivated candidate having the ability to progress into a full business development role over time. The role requires a motivated self-starter with strong sales instincts and a deep interest in institutional investor expectations.

Responsibilities:

Business Development:

• Company and industry research for the purposes of business development activities
• Preparation of sales-based materials including presentations and monthly reporting
• Assist in the buildout and research required for client roadshows
• CRM input and initiative in ensuring systems up to date and being efficiently utilized
• Learning the makeup of the firm’s institutional client base
• Learning the technical components of the business, including detailed understanding of fund strategies

Client Relations:

• Assist with day-to-day client relationship duties, helping coordinate daily, weekly, monthly and ad-hoc interactions. Collaborate with internal teams to ensure timely, accurate and high-quality service.
• Support the preparation, updating and quality control of marketing and investor reporting materials, ensuring accuracy, consistency and alignment with Firm standards. Help track and log materials for compliance purposes and maintain updated versions in the firms CRM system.
• Assist in facilitating the monthly fund dealing process by coordinating documentation, communicating with the Fund Administrator, and ensuring subscription and redemption information is accurate and delivered on time.
• Support the collection and maintenance of investor information, helping update contact lists and the distribution databases to ensure accurate communication and outreach efforts.
• Build an understanding of the quantitative hedge fund landscape, including investor preferences, market trends, competitive dynamics and industry developments.

Qualifications:

• 2-3 years work experience at a reputable financial institution
• Degree educated in a relevant field
• Strong desire to move into a business development/ sales role