Relationship Development Associate

Job Description

Basic Function: As a Relationship Development Analyst (Markets), you will be cultivating relationships with senior buy-side professionals and gathering the essential information that gives Coalition Greenwich its competitive advantage in the global consulting market. You will help formulate and execute marketing strategies and conduct interviews (i.e. phone, email or in person) directly with decision makers (i.e. Heads of Trading, Traders, Portfolio Managers etc.) at some of the highest levels of global organizations. Individuals in this position will work closely with other members of the RD Team, working to secure and complete client interviews for the studies (i.e.

Equities, Fixed Income, Foreign Exchange) we conduct throughout the year. Strong verbal and written communication skills, as well as the ability to be persuasive with buy-side clients are critical to the success of this role; financial markets knowledge is a plus but not required but preferred. The Ideal Profile : You have recently graduated or have 1-3 years of experience in the Financial Services industry or an understanding of Financial Markets . You are teamwork oriented and have a "team first" mentality.

You are driven by the challenge to make every interaction with the buy-side successful and you are tenacious, persistent, resourceful, and creative yet you understand the balance of being professional. During your down time you enjoy reading about the markets and you leverage social media to tap into insights around your clients. You enjoy putting all the pieces together from your daily calls and sharing trends with your colleagues.

Responsibilities

• Managing client portfolio in core research projects. • Make proactive business development calls to potential interview candidates with the goal of actively selling the benefits of participation and scheduling interview appointments. • Conduct interviews and collect data through a telephone survey format. • Continuously track status of your scheduling and interviewing efforts in the firm's contact management system. • Keep track of trends in the market and interesting market-related feedback uncovered during the interviews • Build and nurture relationships through on-going relationship management interactions • Collaborate with Marketing / Fielding team and Consultants to organize fielding efforts for a study (i.e. strategies, campaign idea generation etc.) • Represent Coalition Greenwich to top buy-side investment professionals, demonstrating high levels of ability, knowledge and integrity • Demonstrate a positive attitude and foster teamwork and collaboration • Demonstrate expanding industry knowledge of financial marketplace Qualifications/Experience: • Bachelor's degree or equivalent experience • Exceptional verbal and written communications skills • Strong persuasion skills and ability to proactively sell benefits of study participation • Self-motivated to achieve goals in a performance driven atmosphere • Strong organizational and planning skills • Desire to work in a team environment / team player • Knowledge and interest in the financial markets (Fixed Income & Equity) / desire to learn about financial services, market research/or strategic consulting BDR/SDR experience a plus. Role Managing client portfolio in core research projects. • Make proactive business development calls to potential interview candidates with the goal of actively selling the benefits of participation and scheduling interview appointments. • Conduct interviews and collect data through a telephone survey format. • Continuously track status of your scheduling and interviewing efforts in the firm's contact management system. • Keep track of trends in the market and interesting market-related feedback uncovered during the interviews • Build and nurture relationships through on-going relationship management interactions • Collaborate with Marketing / Fielding team and Consultants to organize fielding efforts for a study (i.e. strategies, campaign idea generation etc.) • Represent Coalition Greenwich to top buy-side investment professionals, demonstrating high levels of ability, knowledge and integrity • Demonstrate a positive attitude and foster teamwork and collaboration • Demonstrate expanding industry knowledge of financial marketplace