Business Development Associate

Partners Capital • Boston, MA

21h • $60,000 - $85,000

About The Position

We are seeking a highly motivated, detail-oriented, and proactive Business
Development Associate to join our North America Business Development team in
Boston. This role is integral to the execution and advancement of the firm’s
business development efforts, with responsibility for producing high-quality
client materials, managing key processes, and contributing to the development of
compelling messaging and positioning.

The Associate will work closely with Business Development and Investment team
members to support new business opportunities, maintain and enhance BD
infrastructure, and ensure the delivery of consistent, accurate, and
client-ready materials. The role offers meaningful exposure to investment
strategy, client engagement, and cross-functional collaboration across the firm.

Requirements

• 1-3 years of relevant business development/marketing experience
• Experience writing proposals and creating presentations, ideally from an investment management environment
• Excellent project management organization and prioritization skills with the ability to work on multiple projects simultaneously and meet deadlines
• High proficiency in Microsoft Office (PowerPoint, Word, Outlook, Excel)
• Ability to think critically and analytically as well as problem solve
• High degree of professionalism and sound judgement with understanding of when and how to escalate potential issues , as well as attention to detail
• Strong communication skills, verbal and written, with the ability to convey critical points to internal and external stakeholders
• Strong interpersonal skills with ability to thrive in a collaborative, team-oriented working environment
• Intellectually curious and a team player motivated to contribute to the success of the business
• Exposure to and interest in the financial sector, specifically investments
• Undergraduate degree in a related field

Responsibilities

• Manage and update all business development content
• Create and edit effective and visually appealing content
• Maintain bank of ‘best practice’ slides and request for proposal (RFP) responses, updating as needed and identifying areas for improvement
• Develop compelling PowerPoint materials to support meetings and finalist pitches with prospective clients, leveraging content library and preparing custom exhibits and slides as needed
• Provide pitch support including but not limited to supplementing standard pitch materials with custom inputs (i.e., pitch team bios, Investment Committee research)
• Research prospect background to better understand prospect needs and challenges, competition, appropriate service approach
• Prepare first draft of responses to RFPs and presentations in conjunction with Business Development team members
• Manage internal deadlines for those involved in the process
• Liaise with internal teams (i.e., Legal, Compliance, Operations) to effectively and efficiently complete RFPs
• Work collaboratively with the Business Development team to manage the end-to-end business development process. Coordinate workflow and outreach to active prospects in partnership with investment team
• Maintain pipeline / CRM of prospective opportunities and produce customized reports when required
• Develop and maintain metric tracking
• Support follow-up efforts to ensure prospect and client movement through the business development
• Build and maintain investment knowledge and show intellectual curiosity
• Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team
• Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels

Benefits

• Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth.
• You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model.
• Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching.
• The Firm also supports global philanthropy via a charity program and volunteer day.
• In addition, we champion a variety of wellness and social events.
• We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees