Business Development Coordinator at Prescient

Purpose of role:

• Part of the Business Development (BD) team, this role supports Business Development in all administrative and Salesforce support relating to Business Development activities across PFSG.
• A key objective of the role is to support the BD initiatives and work alongside the other team members.
• The role also includes administrative and salesforce support to Prescient Capital Markets insofar of business development activities are involved.

Duties and responsibilities:
Business Development Support:

• Coordinating travel, diary management and meeting logistics (Teams and in-person) for the Head of Business Development and BD team as applicable, including itineraries, accommodation and scheduling.
• Responsible for setting up meetings in advance of client on site visits and ensuring relevant teams/people are included and notified in advance.
• Work with catering / IT staff etc. to set up meeting room and all catering is organised for client onsite and meetings, as applicable and required.
• Administrative and Support to the Business Development team (consisting of BD and product development teams):
• Local and international meetings coordination function (Teams and in person) as required for Business Development opportunities.  
• Facilitating the necessary marketing materials, rooms, gifting, catering etc. for Business Development pitches and team needs.
• Assisting in the due diligence processes for new business, industry surveys, questionnaires, and other general information requests and initiatives, working alongside the BD Managers in a support / administrative role.
• Documenting full lifecycle of BD pitches in Salesforce from initial interactive, desktop research, uploading contact, account and opportunities, to weekly follow ups around reporting and dashboards, supporting the BD Managers.
• Collaborate with the Marketing team to ensure all presentations and templates are current and accurate.

Team Interaction:

• The key objective to work on a collaborative basis, ensuring that the team remains cohesive and successful.
• Always operate within the Prescient value system (internally and externally)
• Deal with people as partners, with respect, an open mind and fairness
• Contribute positively to morale and be solution driven

Required experience:

• At least 4 years’ experience in asset management / fund administration in a related role with exposure to institutional client service, client engagement, business development support is essential. Experience in handling RFP’s, questionnaires, Due diligences etc. required.
• Advanced skills in MS Office, particularly PowerPoint, Excel and Word will be advantageous.

Required Qualifications:

• Relevant commerce degree (Investments, Finance, Commerce).

Key competencies:

• Accuracy and meticulous attention to detail.
• Positive, pro-active team player.
• Able to work well in a team environment.
• Highly organised with good time management skills.
• Able to handle stress well.
• Ownership driven, take responsibilities for a variety of talks.
• Analytical thinker with problem solving skills.
• Honesty, integrity and mutual respect for co-workers. You have the ability to deal with different cultural and business situations.