Strategic Business Development Analyst, Equity Capital Markets

Peachtree Group; United States; On-site; USD 70,000 - 95,000; Full time

Job summary

Peachtree Group is seeking a Business Development Analyst to join Peachtree PC Investors, the Equity Capital Markets team. The role focuses on educating broker-dealers about our alternative investment offerings through outbound communications, lead generation, and servicing.

Ideal candidates will have solid financial services experience, strong communication and presentation skills, and a proactive, team-oriented mindset.

Qualifications

• Financial services industry experience.
• Knowledge of alternative investments (private credit, real estate, DST/1031 is a plus).
• Strong organization and multitasking abilities.
• Excellent verbal, written, and presentation skills.
• Disciplined self-starter with minimal supervision.
• Team player with strong relationship-building skills.
• FINRA SIE and Series 7 & 63 or willingness to obtain within first year.
• CRM experience is a plus.

Responsibilities

• Engage in planning and business development to create and implement strategic and tactical outreach.
• Develop new business and provide support within the territory through calls and email communications.
• Call campaigns and events (Dine Arounds; Conference Calls; Fund Updates; Due Diligence Meetings, etc).
• Present webinars and assist with individual presentations when needed.
• Prospecting to reach new financial professionals to learn investment objectives.
• Provide support for internal wholesalers during PTO or road time.
• Schedule appointments for external wholesalers in the assigned territory.
• Provide sales meeting and conference preparation and follow-up for external wholesalers.
• Maintain quality notes about all interactions in a CRM system.

Skills

Communication skills

Organization & time management

Sales & relationship building

Self-starter attitude

CRM experience

FINRA SIE / Series 7 & 63 willingness

Tools

CRM software (Salesforce)

Job description

Peachtree Group is seeking a Business Development Analyst to join Peachtree PC Investors, the Equity Capital Markets team. The role focuses on educating broker-dealers about our alternative investment offerings through outbound communications, lead generation, and servicing.

Ideal candidates will have solid financial services experience, strong communication and presentation skills, and a proactive, team-oriented mindset.