Associate, Business Development (Morningstar Development Program)
About The Position
Morningstar DBRS is seeking an Associate to focus on supporting Business Development team members and clients across North America. The Business Development team offers excellent opportunities for growth within the team and supports promoting team members who are ready to pursue roles within other areas of the company. The ideal candidate will be personable, professional, and highly driven. Previous work experience within the financial services industry is ideal yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment. You are enthusiastic, flexible, enjoy collaborating with team members and are an effective communicator. You have excellent client management skills and a desire to build superior relationships. This position is based out of our Toronto office and hybrid attendance is required.
Requirements
- Keen interest in the financial services industry
- Excellent oral and written communication skills; comfortable doing presentations
- Strong problem solving skills, an eagerness to excel and be part of a dynamic, fast growing team.
- Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)
- Relevant experience in the financial services industry, or roles related to Sales or relationship management
- Experience with Salesforce Customer Relationship Management (CRM) and Bloomberg
- Attained a bachelor’s degree or higher with a specialization in business, finance and other relevant disciplines
Nice To Haves
- Previous work experience within the financial services industry is ideal yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment.
- Enthusiastic, flexible, enjoy collaborating with team members and are an effective communicator.
- Excellent client management skills and a desire to build superior relationships.
Responsibilities
- Track the status of engagements with new and existing clients across North America
- Assist business development team members in preparing for client meetings, such as contract negotiations and renewals as well as conduct market research
- Support the marketing team with newsletters, conference preparation, events and competitor benchmarking
- Configure and maintain records on clients within the Salesforce CRM system including inputting data, tracking pipelines, fees and creating reports for internal executives
- Work closely with billing/finance team to initiate billings, validate billings and track the status of client invoices
- Adhere to professional standards, including policies, procedures and best practices and professional codes of conduct related to client engagement
- Help identify potential improvements to existing procedures and work with the relevant teams to see them implemented
- Conduct research that identifies any market trends likely to impact issuers
- Contribute to various special projects in support of business growth and innovation
Benefits
- A range of other benefits are also available to enhance flexibility as needs change.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
