VIE - Business Development H/F
Listed on 2026-11-04
-
Business
Business Development, CRM Systems & Management -
Sales
Business Development, CRM Systems & Management
VIE - Business Development USA H/F
VIE
01/05/2027
Non
MissionsThis job position is located in New York.
About the role
Join CACEIS's growing US team as a Business Development Analyst. In this role, you will support the Country Managing Director and Business Development Directors in expanding our client base and deepening relationships with asset managers. This is an excellent opportunity to gain hands-on experience in asset servicing, alternative investments, and international business development while working with a global financial service leader.
Key responsabilities
- Prepare market analysis, client presentations, and support materials for client and prospect meetings
- Assist with origination efforts through market research and scheduling of meetings
- Support internal governance by preparing committee materials, tracking action items, and coordinating follow-ups
- Contribute to business development projects and local office initiatives
- Maintain accurate and complete client/prospect records in Mercury CRM, ensuring data integrity and pipeline visibility
- Support marketing initiatives by organizing industry events, attending conferences and representing CACEIS
#LI-HM2
New York
Master's Degree in Economics, Finance or Management.
0 - 2 ans
Previous experience in customer relations and / or in the field of alternative funds and / or asset servicing.
- Proactive mindset with strong initiative and "can-do" attitude
- Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities
- Excellent organizational and time management skills
- Team player with ability to foster collaboration across departments
- Persuasive communication skills and ability to influence stakeholders
- Familiarity with asset servicing and alternative investment strategies
- Experience with Mercury CRM or similar platforms a plus
Strong proficiency with MS Office (Excel, PowerPoint, Word), Outlook, and CRM systems.
LanguesAdvanced English (C1)
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