Business Development and Financial Analyst - 17901069592
Support Shepherd, Philippines

Position: Business Development and Financial Analyst

Work Hours (Client): Mondays to Fridays; 9: 00 AM to 5:00 PM Central Time

Pay Range: Upto $2000/month

About the Role:

We are currently seeking a highly skilled Business Development and Financial Analyst to join our team. You will support two Senior Vice Presidents (SVPs) as well as another Analyst and Associate in the origination of equity investments. This role requires a proactive, analytical, and organized individual who thrives in a fast-paced environment. We ideally want someone with banking/finance/investing experience and the most critical skills are PowerPoint presentations and CRM management

Duties and Responsibilities:

• Investment Support: Assist in the origination of equity investments in renewable energy infrastructure projects. For example, ability to do basic review of legal documents and investment memos.
• Pitch Decks and Proposals: Draft, update, and refine powerpoint pitch decks, proposals, and term sheets for prospective investment opportunities.
• Client Interaction: Attend and coordinate phone calls and meetings with prospective clients to discuss potential investments and partnerships. Specifically, being able to take down notes and action items during meeting that are relevant to business development initiatives of the company.
• CRM Management: Organize and maintain an internal CRM to track and manage business development activities, ensuring efficient workflow and communication within the team. Familiarity with CRM software such as Monday.com, ClickUp, Salesforce is a plus.
• Market Research: Conduct high-level market research to identify trends, opportunities, and risks in the renewable energy sector, supporting strategic decision-making. Specifically, being able to independently do online searches and read through reports synthesizing relevant data or trends for the business.
• Document Preparation: Assist in preparing internal business development reports, investment memoranda, and general business correspondence. For example, updating client logos, client information, and financial numbers in used in reports and external presentations.
• Team Collaboration: Work collaboratively with the business development and investment teams to achieve collective goals and targets. Specifically, fluent in written business communication and ability to be articulate in explaining issues and considerations that arise with respect to business development activities.

Requirements

• Education: Bachelor's degree in Business, Finance, Economics, or related field.
• Experience: At least 5 years of prior work experience in a business development or financial analyst role, preferably within the financial services sector in a front-office / client-facing role.
• Language Skills: Fluent in English, both written and spoken. Prior professional experience working with English-speaking teams and clients is required.
• Technical Proficiency: High level of proficiency in Microsoft Office Suite (PowerPoint, Excel, Word, and Outlook). Ability to use Slack for communication and familiarity with CRM software such as Salesforce, Monday.com, ClickUp is a plus.
• Communication: Excellent communication and interpersonal skills, with the ability to engage effectively with clients and team members.
• Organizational Skills: Exceptional organizational and time-management skills, with a proven ability to manage multiple projects and deadlines simultaneously.
• May not be simultaneously employed with any other company or organization.
• Role will be strictly bound by non-disclosure and non-competition agreement.

Job Rewards and Benefits