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The Business Analyst will work with the partners to support sales, ongoing campaigns, and operations. In this newly created role, the team will look to the Business Analyst to help establish/streamline policies and procedures throughout the department, and support best practices. 

Essential Duties and Responsibilities:

  • Primary focus on deal sourcing using different channels such as Linkedin, online events, databases etc.

  • Interface with investment specialist team to source new partners and investors. 

  • coordinate marketing, business development and deal sourcing activities.

  • Take full ownership of the company's CRM and deal management database. 

  • Develops client proposals and presentations.

  • Participates in client meetings and calls.

  • Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

  • Fundamental concepts, practices and procedures of Investment Banking and/or tech Industry.

Skill in:

  • Communicate effectively, both orally and in writing in English.

  • Social Selling

  • Analytical skills sufficient to assess and explain events in the market.

  • Problem-solving skills and the ability to think independently sufficient to market ideas.

  • Operating standard office equipment and using required software applications, including Microsoft Excel, Hubspot and established databases.

Ability to:

  • Multi-task with ability to prioritize key opportunities.

  • Attend to detail while maintaining a big picture orientation.

  • Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.

  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

  • Establish and maintain effective working relationships at all levels of the organization.

  • Work independently as well as collaboratively within a team environment.

  • Assume full responsibility and accountability for own actions.

  • Demonstrate uncompromising adherence to ethical principles.

  • Be proactive and demonstrate readiness and ability to initiate action.

Educational/Previous Experience Requirements:

  • Bachelor’s Degree (B.A.) in related field.

  • Minimum of 2/3 years related experience 

This is a full-time role. 


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