Business Development Analyst

Posted 4 Days Ago
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Toronto, ON, CAN
In-Office
Mid level
Angel or VC Firm • Financial Services
The Role
Supports investor relations and business development for an institutional asset manager. Responsibilities include managing investor and consultant queries, preparing presentations and reports, responding to RFPs and due diligence requests, maintaining sales and account plans, managing data-room materials, tracking opportunities in Salesforce, supporting fundraising and fund closings, conducting market research, and coordinating accurate investor communications across internal teams.
Summary Generated by Built In

Business Development Analyst

 

About Us

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. 

Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years.

With assets under management of approximately $291.1 AUD billion (at 30 June 2026), we prioritise the interests of over 883 institutional investors worldwide. IFM operates from 17 offices across Australia, Europe, North America and Asia.

For more information, visit ifminvestors.com.


The Opportunity

At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.

So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams.


Business Overview

Our Clients & Strategy team covers Business Development, Investor Relations, External Relations, Sustainable Investment and Brand, Marketing & Communications, including Internal Communications.

It is responsible for all communications to investor prospects, existing investors and their asset consultants, as well as a broad range of other stakeholders, including governments and media.

 

The Role

The role’s principal focus is to contribute to the team’s Investor Relations and Business Development initiatives by providing quantitative and qualitative support across the firm’s strategies. The successful candidate will be expected to support across both streams as directed. Examples of the type of responsibilities within each stream include:


Investor Relations / Relationship Management

  • Managing investor relationships in line with established process and/or account plans
  • Responding to ad-hoc investor queries in a timely manner
  • Co-ordinate the flow of investor information and responses with internal teams to deliver timely and accurate investor facing communications. 
  • Presenting material in a manner that supports corporate image.
  • Analyzing competitor/industry information
  • Support Investor Relations activities and interactions with existing clients and consultants including questionnaires and ad hoc requests.
  • Support development and maintenance of Account Management Plans
  • Other projects as directed.

 Business Development

  • Responding to investor and consultant qualitative and quantitative questionnaires
  • Support Business Development activities and interactions with prospects.
  • Support the development and maintenance of Sales Plans
  • Support updating and improving marketing materials.
  • Manage the maintenance of data room and due diligence materials.
  • Tracking opportunities in Salesforce

Investor Relationship Management

Research and Due Diligence

  • Support due diligence processes.
  • Develop and maintain accurate marketing and due diligence materials.
  • Manage quality, accuracy, and timeliness of RFPs, including drafting where required.
  • Maintain current due diligence materials in the investor data room.

 

Sales and Consultants

  • Preparation for meetings/briefings
  • Maintain detailed and accurate tracking data for prospect/consultants/existing investors including meaningful and timely recording of interactions on Salesforce and other IFM platforms.
  • Support Business Development Directors / VP’s / Associates by actively contributing to the fundraising strategy.
  • Accurate and timely responses to consultant / prospect / investor queries
  • Assist with fund closings.
  • Contribute to building IFM brand awareness at conferences and other events.
  • Risk management (regulatory environment, client suitability)
  • Quality, accuracy, and timeliness of responses to investor/consultant queries

Teamwork

  • Assessment based on effectiveness and achievement of the following key criteria:
  • Assessment of individual’s contribution to the team (regional/globally) i.e. actively contributes in a positive and productive manner.
  • Ability to build trusting and effective working relationships across IFM and demonstrates strong integration between Client Solutions and other IFM teams

Global Client Solutions Assistance 

  • Prepare presentations for existing investors. 

  • Prepare and distributes investor reports within agreed deadlines.

  • Contribute to oversight quality control of all information being sent externally.

  • Support team in achieving targets relating to Customer Service, Reporting and Onboarding

  • Respond to queries within policies and guidelines.

  • Escalate issues as appropriate.

  • Recommend thoughtful solutions.

  • Plan and deliver on routine tasks.

  • Coordinate own workflow.

  • Monitor progress against assigned project objectives.

  • Monitor deliverables for investors and consultants.

  • Deliver timely, intelligent, comprehensive and fully formed responses to requests from key internal stakeholders and as directed by the team leadership.

  • Demonstrate proactive approach to relationship management within Client Solutions and with key IFM stakeholders in order to ensure delivery of strategic initiatives and objectives as set by the Global Head

  • Conduct ad hoc research on market channels and participants to help IFM Investors identify potential targets.

  • Assist the Team to achieve IFM’s global sales targets.

  • Demonstrate ability to think strategically


Teamwork 

  • Contribute to building one collaborative GCS team in NAM and across IFM globally.
  • Actively contribute to the GCS team in productive manner

Your Background and Experience

  • Ideally, candidate would have 2-5 years of experience in Financial Services to effectively communicate financial topics in English.

  • Previous roles in Investments, Equity Research, Investment Banking, Asset Management with preference given to candidates with alternative asset managers, or infrastructure experience.

  • Bachelor’s degree

  • Tertiary qualifications in law, economics, finance, or related field

  • Bilingual proficiency in French and English would be advantageous.

  • Good knowledge of systems/databases containing institutional or investment data

  • Experience with pension funds or institutional investors and client servicing.

  • Broad understanding of the key factors influencing businesses

  • Knowledge of institutional investor needs, and the role played by asset consultants.

  • Understanding of alternative assets’ role in portfolio construction

  • Business acumen, financial metrics, and key performance drivers

  • Client relationship management skills

  • Good knowledge of institutional sales process

  • High level numerical skills

  • Proficient in Word, PowerPoint, and Excel

  • Familiar with CRMs or client reporting platforms, Salesforce knowledge a plus

  • Ability to successfully communicate (written and verbal) technical financial and investment related content 

  • Service-minded and hard-working with a can-do attitude.

  • Able to juggle multiple, competing priorities.

  • Ambitious, assertive, helpful, motivated and entrepreneurial, with a desire to succeed.

  • Team player who can work alongside the BD team while managing other internal stakeholder relationships (e.g. Investment and Operations teams)


Ready to invest in what matters?
With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more.

IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at [email protected]





Skills Required

  • 2-5 years of experience in financial services
  • Experience in investments, equity research, investment banking, or asset management
  • Bachelor's degree
  • Tertiary qualification in law, economics, finance, or a related field
  • Knowledge of systems or databases containing institutional or investment data
  • Experience with pension funds or institutional investors and client servicing
  • Understanding of institutional investor needs and asset consultants
  • Understanding of alternative assets and portfolio construction
  • Knowledge of business acumen, financial metrics, and key performance drivers
  • Client relationship management skills
  • Knowledge of the institutional sales process
  • High-level numerical skills
  • Proficiency in Word, PowerPoint, and Excel
  • Familiarity with CRM or client reporting platforms
  • Ability to communicate technical financial and investment content in writing and verbally
  • Bilingual French and English proficiency
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The Company
HQ: Melbourne, VIC
1,534 Employees

What We Do

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years. With assets under management of approximately $243.3 AUD billion (as at 30 September 2025), we prioritise the interests of over 812 institutional investors worldwide. IFM operates from 16 offices across Australia, Europe, North America and Asia. For more information, visit ifminvestors.com.

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