Senior Analyst, Business Development

Hudson Advisors L.P.; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial advisory firm in Dallas is seeking a Senior Analyst, Business Development to support fundraising, marketing, and investor relations initiatives. This role requires a highly organized individual with strong financial modeling and communication skills, capable of managing multiple tasks in a fast-paced environment. The position includes project responsibilities such as preparing marketing materials, managing data rooms, and conducting competitive research. The ideal candidate has a bachelor’s degree in a relevant field and 1–2 years of related experience.

Qualifications

• Strong financial modeling and quantitative analysis skills (Excel proficiency required).
• Excellent written and verbal communication skills with strong attention to detail.
• Ability to manage multiple projects in a fast-paced environment.

Responsibilities

• Support fundraising, marketing, and internal engagement initiatives.
• Assist in preparation and maintenance of marketing materials.
• Manage data room setup and document uploads.
• Prepare presentations for internal and investor communications.
• Conduct research on competitor strategies and fundraising materials.

Skills

Financial modeling

Quantitative analysis

Written communication

Verbal communication

PowerPoint proficiency

Excel proficiency

Team collaboration

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

Salesforce

IntraLinks

Preqin

Workiva

Job description

Position Summary

The Senior Analyst, Business Development will play a critical role in supporting fundraising, marketing, investor relations, and internal engagement initiatives. This role requires a proactive, detail-oriented individual with strong analytical and organizational skills, capable of managing multiple priorities while working closely with the Director, Business Development and Associate, Business Development. The Senior Analyst will contribute to marketing material preparation, data room management, financial analysis, investor engagement, and industry research to drive the firm’s fundraising and strategic objectives. This role offers significant exposure to fundraising, investor relations, and strategic business development. The Senior Analyst will have the opportunity to work closely with senior leadership, gaining insights into private equity fundraising, portfolio analysis, and investor engagement strategies, with a pathway to increased responsibility over time.

Essential Functions

• Marketing & Fundraising Support - Assist in the preparation and maintenance of marketing materials, including investor presentations, offering memoranda, strategy overviews, due diligence presentations, and fund-level cash flow forecasts.
• Coordinate updates across teams and ensure accuracy and consistency of investor-facing materials.
• Support the creation of fundraising presentations and memos, investor updates, and video content for distribution.
• Data Room & CRM Management - Manage data room setup, document uploads, permissions, and ongoing organization.
• Maintain user access lists and ensure accurate configuration for new fund launches.
• Support the rollout and adoption of CRM application, including process improvements, integrations (Preqin, Salesforce), and reporting.
• Fund Analysis & Financial Modeling - Assist with preparation of fund forecasts, return analyses, and quantitative reports for investor or senior management requests.
• Respond to ad hoc data retrieval needs, ensuring accuracy and timeliness.
• Investor & Internal Engagement - Prepare presentations for internal stakeholders (investor relations memos, postmortems, strategy decks, leadership updates).
• Support responses to internal inquiries regarding portfolio statistics and organizational data.
• Research & Competitive Analysis - Conduct research on competitor strategies, fundraising materials, and fund terms.
• Develop benchmarking analyses using Preqin, PEI, PERE, and other industry resources.
• Maintain target lists and market intelligence to inform fundraising strategies.

Required Knowledge, Skills and Abilities

• Strong financial modeling and quantitative analysis skills (Excel proficiency required).
• Excellent written and verbal communication skills with strong attention to detail.
• Strong proficiency in PowerPoint; experience with Salesforce, IntraLinks, Preqin and Workiva is a plus.
• Ability to manage multiple projects in a fast-paced environment and work collaboratively across teams.
• Proactive, resourceful, and adaptable mindset.

Education

• Bachelor’s degree in Finance, Business, Economics, or a related field.

Experience

• 1–2 years of experience in investment management, private equity, investment banking, consulting, or a related field.

Work Environment

In-office Dallas, Texas (on-site).

Travel Requirements

This position requires limited travel, if any.

Desired Organizational Competencies

• Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives.
• Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results.
• Planning - Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results.
• Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values.
• Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment.
• Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact.
• Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members.
• Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals.