Business Development Associate

iSAM•Boca Raton, FL

4d•Onsite

About The Position

iSAM is an innovative financial technology firm specialising in quantitative trading, comprising iSAM Funds and iSAM Securities. iSAM Securities is regulated by the FCA and SFC and registered with CIMA. It is an algorithmic trading firm and electronic market maker providing liquidity, technology, prime services, full-service prime brokerage and execution, and analytics to institutional clients and trading venues globally. iSAM Funds is an alternative asset manager specialising in systematic investing, with quantitative strategies designed to deliver diversifying absolute returns for institutional portfolios. The Business Development Associate is a hybrid business development support and client relations role, with the opportunity for a successful and motivated candidate to progress into a full business development role over time. The position is based on-site in Boca Raton and calls for a motivated self-starter with strong sales instincts and a deep interest in institutional investor expectations. The associate supports business development research, sales materials, roadshows and CRM activity, while also assisting with client relationships, investor reporting, fund dealing and investor information management.

Requirements

Direct experience in funds, financial services, client relations or sales support.
2–3 years of work experience at a reputable financial institution.
A degree in a relevant field.
Strong desire to move into a business development or sales role.
Motivated self-starter with strong sales instincts and an interest in institutional investor expectations.

Responsibilities

Research the company and industry to support business development activities.
Prepare sales materials, including presentations and monthly reporting.
Assist with the preparation and research for client roadshows.
Enter information into the CRM and help keep systems up to date and efficiently utilized.
Learn the makeup of the firm's institutional client base and the technical components of the business, including fund strategies.
Assist with day-to-day client relationship duties and coordinate daily, weekly, monthly and ad-hoc interactions.
Collaborate with internal teams to help ensure timely, accurate and high-quality client service.
Support the preparation, updating and quality control of marketing and investor reporting materials, ensuring accuracy, consistency and alignment with firm standards.
Help track and log materials for compliance and maintain updated versions in the firm's CRM system.
Assist with the monthly fund dealing process by coordinating documentation, communicating with the Fund Administrator, and ensuring subscription and redemption information is accurate and delivered on time.
Help collect and maintain investor information, update contact lists and distribution databases, and support accurate communications and outreach.
Build an understanding of the quantitative hedge fund landscape, including investor preferences, market trends, competitive dynamics and industry developments.