VIE - Business Development USA H/F

CACEIS; United States; Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Customer relations

Mercury CRM

MS Office

Communication

Ausbildung

Master's Degree in Economics, Finance or Management

Tools

Mercury CRM

MS Office

CRM systems

Jobbeschreibung

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)