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.

• 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

• 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.

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

• 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.

An exciting role offering exposure to all of business development and client engagement. This role offers excellent exposure and growth in a dynamic, growing team.