New York-Based BD Analyst, US Asset Management

Caceis Group; United States; Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

CACEIS is seeking a Business Development Analyst for the USA team in New York. You will support senior leaders in expanding client relationships, with exposure to asset servicing, alternative investments, and international business development at a global financial services leader.

You will conduct market analyses, prepare client materials, organize meetings, and help coordinate governance processes while maintaining accurate CRM records and contributing to local initiatives.

Qualifications

• 0-2 years of experience in customer relations or related fields.
• Master's degree in Economics, Finance or Management.
• Experience with asset servicing or alternative funds is a plus.

Responsabilités

• Prepare market analysis, client presentations and supporting materials for meetings.
• Assist with origination through market research and scheduling meetings.
• Support governance by preparing committee materials and tracking actions.
• Contribute to business development projects and local office initiatives.
• Maintain client/prospect records in Mercury CRM with data integrity.
• Support marketing by organizing events, attending conferences and representing CACEIS.

Connaissances

Customer relations

Mercury CRM

MS Office

Communication

Formation

Master's Degree in Economics, Finance or Management

Outils

Mercury CRM

MS Office

CRM systems

Description du poste

CACEIS is seeking a Business Development Analyst for the USA team in New York. You will support senior leaders in expanding client relationships, with exposure to asset servicing, alternative investments, and international business development at a global financial services leader.

You will conduct market analyses, prepare client materials, organize meetings, and help coordinate governance processes while maintaining accurate CRM records and contributing to local initiatives.