Business Development Specialist

Business Development Specialist page is loaded## Business Development Specialist locations:
MA Boston - Pan Agoratime type:
Full time posted on:
Posted 6 Days Agojob requisition :
R.0054620

Company Overview Founded in 1989, Pan Agora (Greek for across marketplace) Asset Management is a premier provider of investment solutions spanning most major asset classes and risk ranges.  We seek to provide investment solutions using sophisticated quantitative techniques that incorporate fundamental insights and vast amounts of market information.  While Pan Agora’s investment strategies are highly systematic in nature, the processes deployed within these strategies are built and overseen by talented professionals with significant and diverse investment experience.  

Innovative research plays a central role in our investment philosophy and process, and is an essential component of our firm’s ability to deliver attractive investment solutions.  Investment teams are organized into an Equity Strategies group and a Multi Asset Strategies group.
Most investment team members are engaged in original research using fundamental intuition, market intelligence, modern finance and scientific methods.

We are committed to providing clients with reliable investment processes, consistent performance, transparency, and access to our investment resources. Our client base is comprised of institutional investors across the globe, including public & private retirement funds, sovereign wealth funds, endowments & foundations, and sub-advisory mandates.

As a member of the Global Distribution team, the Business Development Specialist will align with Pan Agora’s U.S. and International Sales and Consultant Relations groups whose shared objective is to build and deepen relationships with institutional investors. This role participates in all sales-related endeavors through the full cycle of the fundraising process, which includes prospecting, investment and operational due diligence, on-boarding and subsequent client servicing.

The Business Development Specialist will be exposed to every facet of the distribution process, and as such, develop the skills necessary to further advance their careers towards becoming a Sales or Consultant Relations professional.
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* ESSENTIAL FUNCTIONS:

*** Develop deep knowledge of Pan Agora’s products, investment strategies, and asset classes, while demonstrating a strong interest in the institutional asset management industry.
* Facilitate client engagement by participating in meetings and conference calls with Sales, Consultant Relations, and potential investors.
* Serve as an internal point of contact for prospective investor opportunities, coordinating resources across the firm to ensure timely and comprehensive follow-up.
* Collaborate with investment teams to organize and maintain high-quality, up-to-date presentation materials that effectively communicate Pan Agora’s investment capabilities.
* Manage investor documentation by using Pan Agora systems to complete Requests for Proposal/Information (RFPs/RFIs) and Due Diligence Questionnaires (DDQs) for prospective investors.
* Qualifying prospects; including plan contacts, plan managers, the plan’s consultant(s) and other relevant territory information.
* Research leads using various Pan Agora resources/online subscriptions (e.g. eVestment, Dakota, Simfund) in order to track down and qualify opportunities.
* Collaboration with Sales, Consultant Relations and Investment teams on RFPs, finals and onsite meetings.
* Competitive analysis of Pan Agora investment strategies
* Attend prospect meetings as directed by Sales and Consultant Relations – onsite, and virtual meetings.
* Coordinate with other Pan Agora departments (legal/compliance, client service, IT, investments/trading) as necessary.
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* QUALIFICATIONS:

*** Motivated and positive mindset, with a strong drive to succeed.
* Accountable and self-directed, able to work independently while contributing to team objectives.
* Strong project management and problem-solving skills, with the ability to prioritize and execute multiple initiatives.
* Solid understanding of institutional products and the asset management industry.
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