Business Development Associate

Job Description

We are looking for an enthusiastic, creative, detail-oriented Business Development Associate to join our growing team. Key responsibilities include proposal writing and presentation creation. This role provides critical daily support to the North America Business Development team. This individual will partner closely with the Investment Team and other internal partners including Legal, Compliance and Operations.

Position Responsibilities 

  • Manage and update all business development content
  • Create and edit effective and visually appealing content
  • Maintain bank of ‘best practice’ slides and request for proposal (RFP) responses, updating as needed and identifying areas for improvement
  • Develop compelling PowerPoint materials to support meetings and finalist pitches with prospective clients, leveraging content library and preparing custom exhibits and slides
  • Provide pitch support including but not limited to supplementing standard pitch materials with custom inputs (i.e., pitch team bios, Investment Committee research)
  • Write custom proposals, letters, and other prospect and client communications
  • Research prospect background to better understand prospect needs and challenges, competition, appropriate service approach
  • Prepare first draft of responses to RFPs and presentations in conjunction with Business Development team members
  • Manage internal deadlines for those involved in the process
  • Liaise with internal teams (i.e., Legal, Compliance, Operations) to effectively and efficiently complete RFPs
  • Work collaboratively with the Business Development team to manage the end-to-end business development process. Coordinate workflow and outreach to active prospects in partnership with investment team
  • Maintain pipeline / CRM of prospective opportunities and produce customized reports when required. Develop and maintain metric tracking
  • Support follow-up efforts to ensure prospect and client movement through the business development
  • Organize prospect events
  • Build and maintain investment knowledge and show intellectual curiosity


  • Several years of relevant business development/marketing experience
  • Experience writing proposals and creating presentations, ideally from an investment management environment
  • Excellent project management organization and prioritization skills with the ability to work on multiple projects simultaneously and meet deadlines
  • High proficiency in Microsoft Office (PowerPoint, Word, Outlook, Excel)
  • Ability to think critically and analytically as well as problem solve
  • High degree of professionalism and sound judgement with understanding of when and how to escalate potential issues
  • Strong communication skills, verbal and written, with the ability to convey critical points to internal and external stakeholders
  • Strong interpersonal skills with ability to thrive in a collaborative, team-oriented working environment
  • Intellectually curious and a team player motivated to contribute to the success of the business
  • Exposure to and interest in the financial sector, specifically investments
  • Undergraduate degree with a strong track record of academic achievement


Our salary and benefits package is competitive and includes a base salary, a performance-based cash bonus and a deferred compensation program directly linked to firm profitability, designed to support retention and incentivize long-term employees. Partners Capital is committed to the development of its staff and provides extensive on-the-job learning and training opportunities. We also support pursuit of professional certifications as appropriate to each individual.

Contact Details


Partners Capital is diverse and inclusive, in people and in thought. Our meritocracy is enabled by fostering a truly inclusive and collaborative culture. We are proud to be an equal opportunity employer where diverse perspectives, backgrounds and experiences are valued.