Business Development - Sr. Associate

Green Key Resources; Boston (MA); On-site; USD 110,000 - 160,000; Full time

Job summary

Green Key Resources is seeking a highly motivated Senior Associate to support business development for private markets. You will translate investment strategies into clear, client-ready BD materials and own the RFP and proposal process end-to-end.

Work closely with senior investment professionals, build customized pitch exhibits and data visuals, maintain CRM data and pipelines, and explore AI-enabled workflows to improve efficiency and scalability.

Qualifications

• 4-7+ years of relevant business development, investor relations, consulting, or investment-related experience.
• Strong investment knowledge across equities, private equity, venture capital, absolute return, credit, and real assets.
• Excellent PowerPoint, Excel, presentation design, and data storytelling skills.
• Strong writing and communication skills, with the ability to distill complex investment concepts into concise messaging.
• Proven project management skills and exceptional attention to detail.
• Experience with CRM platforms and managing multiple concurrent deadlines.

Responsibilities

• Partner with Investment professionals to translate complex investment strategies into clear, compelling BD materials.
• Own the RFP and proposal process end-to-end, coordinating with Investment, Legal, Compliance, and Operations.
• Develop customized pitch materials, exhibits, charts, and data visualizations for finalist meetings.
• Build and enhance the firm's content library, ensuring consistency, accuracy, and best practices.
• Research prospects, understand their investment needs and competitive landscape, and help position the firm effectively.
• Maintain CRM data and pipeline reporting, including opportunity tracking and customized reports.
• Identify opportunities to leverage AI and workflow technology to improve efficiency, quality, and scalability.
• Capture and codify investment insights into reusable content for future business development efforts.

Skills

PowerPoint

Excel

Data storytelling

Writing & communication

Project management

Collaboration

Tools

CRM platforms

Job description

Business Development Senior Associate | Private Markets

We're seeking a highly motivated, detail-oriented Senior Associate to support business development and help drive continued growth. This role sits at the intersection of Investment and Business Development, translating sophisticated investment strategies into compelling, client-ready materials for RFPs, DDQs, finalist presentations, and prospect engagements.

This is an opportunity to work closely with senior investment professionals, deepen your investment expertise, and take meaningful ownership within a highly collaborative, meritocratic environment.

The role offers a strong platform for continued growth into senior Business Development positions.

What You'll Do

• Partner with Investment professionals to translate complex investment strategies into clear, compelling BD materials.


• Own the RFP and proposal process end-to-end, coordinating with Investment, Legal, Compliance, and Operations.


• Develop customized pitch materials, exhibits, charts, and data visualizations for finalist meetings.


• Build and enhance the firm's content library, ensuring consistency, accuracy, and best practices.


• Research prospects, understand their investment needs and competitive landscape, and help position the firm effectively.


• Maintain CRM data and pipeline reporting, including opportunity tracking and customized reports.


• Identify opportunities to leverage AI and workflow technology to improve efficiency, quality, and scalability.


• Capture and codify investment insights into reusable content for future business development efforts.

What We're Looking For

• 4-7+ years of relevant business development, investor relations, consulting, or investment-related experience.


• Strong investment knowledge across equities, private equity, venture capital, absolute return, credit, and real assets.


• Excellent PowerPoint, Excel, presentation design, and data storytelling skills.


• Strong writing and communication skills, with the ability to distill complex investment concepts into concise messaging.


• Proven project management skills and exceptional attention to detail.


• Experience with CRM platforms and managing multiple concurrent deadlines.


• Collaborative, proactive mindset with a strong sense of ownership and intellectual curiosity.