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Business Development Associate

PWW Recruiting, LLC.

Business Development Associate

Martinsville, NJ
Paid
  • Responsibilities

    The Business Development Associate will: • Understand the marketplace as it relates to private banks, broker-dealers, RIAs, and consultants. • Oversee relationships with intermediaries such as custodians, transfer agencies, and wealth management platforms. • Develop a strong appreciation for the ways in which clients access Harding Loevner’s strategies including various pooled vehicles, SMA, UMA, and separate accounts. • Become proficient with initiatives directed at maintaining and growing the channel and remain cognizant of industry trends. • Develop fundamental knowledge of Harding Loevner’s investment philosophy and process and be able to properly describe it to appropriate parties within the channel. • Take the lead on contract-related items specific to the mutual fund complex. • Achieve proficiency in sales reporting. • Engage, coordinate, and streamline the quarterly process with key partners’ research teams including standard deliverables and new material creation. • Help coordinate and host client meetings, visits, and conference calls. • Travel as required to support firm and team initiatives.

    Requirements: • Up to five years of experience in the asset management industry • Bachelor’s degree in Economics, Finance, or Marketing • Series 7 and 63; Preference for candidates who possess or are pursuing the CFA designation • Demonstrated analytical and problem-solving skills • Proven ability to communicate and present effectively • Familiarity with Salesforce is preferred