Institutional Growth & 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 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.