Specialist, BD – Finance
Listed on 2026-01-12
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Business
Business Marketing, Business Analyst, Business Continuity, Corporate Strategy
Specialist, BD – Finance New York New York
Job
Position SummaryThe Business Development team supports the firm across a broad spectrum of new business and client relationship-building activities, including the creation of new business proposals and firm marketing materials, upkeep of the databases that track firm experience and client information, competitive and market intelligence, and coordination of client events. The Business Development Specialist will work closely with Business Development Managers, partners and other lawyers to develop and implement business and client development initiatives for the firm’s Finance practice.
The Specialist will assist with and manage client pitches, RFP’s, client presentations, events, sponsor ships, legal rankings, league table submissions and other profile-raising activities. The ideal candidate will combine strong analytical and organizational skills with the ability to think critically about the broader goals of the Finance practice, work independently with minimal to moderate oversight, take initiative in moving multiple work streams forward, and contribute to both execution and strategy.
We view this as a long‑term position with opportunities for growth and progression.
- Strategic preparation and management of targeted presentations, pitch requests and RFP responses
- Manage the drafting and submission of numerous legal directories, awards and related industry guides (e.g., Chambers, Legal 500, IFLR)
- Manage league table process/relationships to ensure effective and timely submission
- Manage print and digital marketing materials to ensure content reflects substantive strengths, accomplishments and current activities
- Maintain matter databases for precedent, marketing and business development purposes
- Monitor and evaluate BD efforts and initiatives within the finance space
- Prepare and maintain competitive analysis, including analyzing client’s and competitor’s market trends. Leverage relevant industry research and news databases and resources (e.g., S&P Capital IQ, LSEG, Bloomberg, KBRA DLD, and Pitchbook) to monitor, research and report on market trends and insights, competitor activity, existing and prospective client developments.
- Identify, plan and manage sponsorship of and participation in select conferences, events and client galas as needed
- Collaborate with the PR and Marketing teams to promote the practice internally and externally
Position Requirements
- Demonstrate a high level of initiative and communicate in a clear and concise manner
- High sense accountability and ownership of assigned work streams
- Strong project management, organization, and attention to detail with the ability to manage multiple projects and deal with competing priorities
- Experience working collaboratively on a team and across departments
- Proficiency in Microsoft Office, including PowerPoint and Excel
- Preference for experience with CRM and/or Experience Management software, such as Inter Action and Content Pilot, and external research platforms (Bloomberg, Pitch Book, Capital IQ, LSEG, KBRA DLD, etc.)
- Bachelor’s Degree required, Finance, Business, Economics, or Marketing preferred
- 3-6 years of business development or marketing experience in a professional services, consulting, or advisory environment, (such as legal, accounting, consulting) or investment relations experience
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