Business Development Analyst

Tangible

Business Development Analyst at fintech, supporting sales initiatives and building relationships with institutional investors. Engaging in CRM management, market research, and conference participation.

Posted 6/8/2026contractRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Support outbound business development initiatives targeting institutional investors, wealth managers, family offices, RIAs, and alternative asset managers.
Assist with prospecting, lead generation, and sales outreach campaigns across email, LinkedIn, conferences, and other channels.
Research prospective clients and identify new business opportunities.
Coordinate and track business development activities across the sales pipeline.
Participate in client meetings, conference calls, and relationship management initiatives.
Develop and maintain relationships with key market participants.
Maintain CRM data integrity and ensure accurate tracking of client interactions and opportunities.
Manage sales workflows and pipeline progression.
Monitor lead activity and support timely follow-up processes.
Assist with pipeline reporting, forecasting, and sales performance analysis.
Track key relationship milestones and engagement metrics.
Support the creation and distribution of marketing materials and sales collateral.
Assist with LinkedIn campaigns, conference communications, and outreach initiatives.
Coordinate conference preparation and post-event follow-up activities.
Support the development of messaging, presentations, and commercial content.
Attend industry conferences, networking events, and client meetings.
Assist with meeting scheduling and event logistics.
Conduct attendee research and identify relevant prospects prior to events.
Capture market intelligence and relationship-building opportunities from conferences and meetings.
Track commercial metrics and key performance indicators.
Monitor outreach performance and pipeline activity.
Identify trends and opportunities to improve sales effectiveness and operational efficiency.

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, Business, or a related field
Strong interest in financial markets, private equity, and alternative investments
Excellent communication and interpersonal skills
Strong attention to detail and organizational abilities
Analytical mindset and comfort working with data
Ability to manage multiple priorities and work independently
Entrepreneurial attitude and willingness to thrive in a fast-paced startup environment.
Internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services is preferred.
Familiarity with CRM platforms
Strong Excel, PowerPoint, and data management skills.
Experience with LinkedIn and professional networking tools
Demonstrated leadership, initiative, or entrepreneurial experience through internships, student organizations, athletics, or extracurricular activities.
Strong desire to pursue a career in financial sales and business development.

Benefits

Comp & perks

Professional development opportunities
Event attendance and participation support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data managementsales performance analysislead generationpipeline reportingforecastingrelationship managementmarket intelligenceanalytical mindsetattention to detailorganizational abilities

Soft Skills

communication skillsinterpersonal skillsentrepreneurial attitudeability to manage multiple prioritiesindependenceinitiativestrong interest in financial marketswillingness to thrive in a fast-paced environmentrelationship-buildingattention to detail