VIE - Business Development USA H/F

CACEIS; New York (NY); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

CACEIS Group seeks a Business Development Analyst for the USA in New York. You will support senior leaders in expanding the client base and strengthening relationships with asset managers, gaining hands-on exposure to asset servicing and alternative investments within a global financial services leader.

Responsibilities include market analysis, client presentations, scheduling meetings, governance materials, and CRM data integrity. English fluency required.

Qualifications

• Master's Degree in Economics, Finance or Management required.
• 0–2 years of experience in customer relations and/or in alternative funds or asset servicing is preferred.
• Advanced English (C1) required.

Responsabilités

• Prepare market analyses and client presentations for meetings.
• Support origination through market research and scheduling meetings.
• Coordinate governance materials and track follow-ups.
• Assist with business development projects and local office initiatives.
• Maintain accurate client/prospect records in Mercury CRM and ensure pipeline visibility.
• Support marketing by organizing events and representing CACEIS at conferences.

Connaissances

Proactive mindset

Time management

Organizational skills

Team player

Persuasive communication

Adaptability

Formation

Master's Degree in Economics, Finance or Management

Outils

Mercury CRM

MS Office

Description du poste

VIE - Business Development USA H/F

VIE

01/05/2027

Non

Missions

This job position is located in New York.

About the role

Join CACEIS's growing US team as a Business Development Analyst. In this role, you will support the Country Managing Director and Business Development Directors in expanding our client base and deepening relationships with asset managers. This is an excellent opportunity to gain hands-on experience in asset servicing, alternative investments, and international business development while working with a global financial service leader.

Key responsabilities

• Prepare market analysis, client presentations, and support materials for client and prospect meetings
• Assist with origination efforts through market research and scheduling of meetings
• Support internal governance by preparing committee materials, tracking action items, and coordinating follow-ups
• Contribute to business development projects and local office initiatives
• Maintain accurate and complete client/prospect records in Mercury CRM, ensuring data integrity and pipeline visibility
• Support marketing initiatives by organizing industry events, attending conferences and representing CACEIS

#LI-HM2

New York

Master's Degree inEconomics, Finance or Management.

0 - 2 ans

Previous experience in customer relations and / or in the field of alternative funds and / or asset servicing.

• Proactive mindset with strong initiative and "can-do" attitude
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities
• Excellent organizational and time management skills
• Team player with ability to foster collaboration across departments
• Persuasive communication skills and ability to influence stakeholders
• Familiarity with asset servicing and alternative investment strategies
• Experience with Mercury CRM or similar platforms a plus

Strong proficiency with MS Office (Excel, PowerPoint, Word), Outlook, and CRM systems.

Langues

Advanced English (C1)