Archived listing. The details below describe a past opening.
Alliance Advisors is an independent advisory firm providing shareholder and investor advisory services to public and private companies worldwide. Our expertise includes shareholder engagement, governance, compensation, M&A activism, ownership intelligence, proxy logistics, and retail outreach.
The Business Development Analyst supports proposals and RFPs, client presentations, outreach campaigns, sales operations, and reporting. This entry-level role combines strong writing, organization, research, and client communication skills in a collaborative advisory environment.
RESPONSIBILITIES
- Monitor sales alerts, inbound inquiries, and market triggers; identify opportunities and route leads.
- Research prospects, industries, decision-makers, and market trends to support outreach and proposals.
- Communicate with prospects and clients by phone and email; coordinate follow-ups, meetings, and technology demos.
- Prepare polished proposals, pitch decks, presentations, and other client-facing materials.
- Support targeted email campaigns and business development outreach.
- Coordinate RFP submissions: collect inputs, draft and edit responses, manage deadlines, and ensure accuracy.
- Maintain Salesforce/CRM contacts, accounts, opportunities, activities, and campaign records.
- Prepare pipeline dashboards, sales activity summaries, and recurring or ad hoc reports.
Qualifications
Required Qualifications
- Bachelor’s degree in business, finance, marketing, communications, or related field, or equivalent experience.
- Entry-level candidates with 0–2 years of relevant experience are welcome.
- Excellent writing, editing, proofreading, verbal communication, and research skills.
- Highly organized, detail-oriented, and able to manage competing deadlines.
- Comfortable interacting with clients and colleagues by phone, email, and in meetings.
- Willingness to travel as needed.
- Proficient in Microsoft Word, PowerPoint, and Excel.
- Interest in financial advisory, sales, and business development.
- Proactive team player comfortable with administrative and client-facing work.
Preferred Qualifications
- Internship or early-career experience in financial services, investment banking, consulting, sales, or business development.
- Exposure to RFPs, proposals, pitch books, presentations, or client communications.
- Experience with Salesforce/CRM data, reporting, and lead tracking.
- Familiarity with email campaigns or sales engagement tools.