Job Description

Summary:

The Business Development Coordinator will be responsible for supporting and coordinating the organization’s marketing and business development efforts as well as leading the administration of the firm’s internal operations.

Responsibilities

• Manage the firm’s CRM and deal pipeline tracking efforts, including acting as the point of contact for inputing data and tracking interactions with clients.
• Manage internal business development reporting and conduct deal activity analyses to educate team members on transaction activity trends.
• Cultivate new and maintain existing intermediary relationships through industry networking and conference attendance. Coordinate efforts with members of the investment team.
• Conduct outbound marketing campaigns to targeted intermediaries and private companies as well as in support of specific investment theses/initiatives.
• Help support industry and company specific research using proprietary and subscription based tools as a primary screening resource.
• Assist investment team members by identifying industry conferences and trade association events that align with investment theses
• Develop, update and maintain company marketing collateral (1-page tearsheets, etc.) for use during conferences, intermediary meetings, etc.
• Administer the NDA signing process, track destruction notices and ensure tracking on active NDAs.
• Help coordinate meetings and team events.
• Plan and organize board meetings and annual off-site meetings with partner companies.
• Coordinate recruiting efforts at MBA programs for intern recruiting.
• Lead administrative efforts around portfolio company governance, filings and documentation
• Manage the needs and logistics of the firm’s office

Qualifications

• At least 2 years experience in marketing, business development, or a similar function, preferably in financial services.
• Microsoft Office Suit (Word, Excel, Outlook, SharePoint, etc.) expertise
• Experience working with CRM systems
• Excellent communication skills, both verbal and written
• Ability to work independently in an entrepreneurial environment with the initiative, resourcefulness, and attention to detail to support a lean team.
• Understanding of the value for cultivating and maintaining relationships with clients, including investment banks, business brokers and business owners.

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