Business Development Associate

The Business Development Associate role at iSAM Securities is designed to support business development and client relations activities while building knowledge that supports long-term progression into a full business development position. This role is on-site in Boca Raton, FL and reports to the Global Head of Business Development.

Role Overview

In the Business Development & Client Relations department, the position focuses on research, sales enablement, CRM hygiene, and coordinated client communications. The role also includes support for marketing and investor reporting materials, compliance documentation tracking, and the monthly fund dealing process through coordination with internal and external parties.

Key Responsibilities

• Conduct company and industry research to support business development activities.
• Prepare sales-oriented materials, including presentations, as well as monthly reporting outputs.
• Support the buildout and research required for client roadshows.
• Maintain accurate CRM input and drive adoption of systems to ensure they remain up to date and efficiently used.
• Build understanding of the firm’s institutional client base.
• Develop working knowledge of fund strategies and the technical components of the business.
• Assist with day-to-day client relationship duties by coordinating daily, weekly, monthly, and ad-hoc interactions, and collaborating with internal teams to ensure timely, accurate, and high-quality service.
• Support the preparation, updating, and quality control of marketing and investor reporting materials, ensuring accuracy, consistency, and alignment with firm standards.
• Track and log materials for compliance purposes and maintain current versions in the firm’s CRM system.
• Help facilitate the monthly fund dealing process by coordinating documentation, communicating with the Fund Administrator, and ensuring subscription and redemption information is delivered on time and remains accurate.
• Collect and maintain investor information, updating contact lists and distribution databases to support accurate communication and outreach.
• Develop an understanding of the quantitative hedge fund landscape, including investor preferences, market trends, competitive dynamics, and industry developments.

Requirements

• Direct experience in funds, financial services, client relations, and sales support.
• 2 to 3 years of work experience at a reputable financial institution.
• Degree educated in a relevant field.
• Strong desire to transition into a business development and/or sales role.

Technology

• CRM
• CRM system

Reporting Line and Location

• Reports to: Global Head of Business Development
• Department: Business Development & Client Relations
• Base Office: Boca Raton, FL (on-site)