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Client Services

Title Business Development Director – Institutional Investors (US Equities)
Categories Asset Backed Securities, Client Services, Equities, Investment Management, Marketing, Quantitative Finance
Location Morristown, NJ
Job Information

Our boutique Investment Management client ($10B+ AUM) is seeking to recruit a Business Development Director to advocate partner with institutional investor clients, prospects and consultants and promote the firm’s US equity market philosophy, investment strategy and fund performance.


  • Promote the firm’s investment strategies, US equity market philosophy and fund performance with institutional investor clients, investment consultants and prospective investors
  • Analyze, sythesize and report on US equity market developments and internal fund performance
  • Utilize proprietary and external systems to analyze, interpret and report investment performance and performance drivers
  • Create marketing materials, investment commentary and client communication collateral highlighting analysis and investment performance
  • Assist marketing and client service colleagues with RFI and RFP responses and client presentations
  • Perform market trend and competitive intelligence¬†analysis
  • Collaborate with portfolio management and marketing leaders on new business development initiatives


  • Bachelor’s Degree
  • Master’s Degree and/or CFA required
  • Buy side client service and business development experience with institutional investors required
  • Advanced writing, analytical and business presentation skills
  • Deep knowledge of US equity markets, equity products and quantitative equity investment strategies
  • Expertise in analyzing equity markets and interpreting investment performance
  • Strong communication, presentation and client-facing marketing ability
  • Highly motivated, detail oriented and creative
  • Strong project management and computer skills
  • Ability to travel periodically (post-Covid)
  • The incumbent will be physically based in the Northern NJ office post-Covid
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