Associate, Business Development, Client Services

Posted 4 Days Ago
Be an Early Applicant
London, Greater London, England
Hybrid
Junior
Enterprise Web • Fintech • Financial Services
Empowering Investor Success
The Role
The Associate in Business Development will support sales processes, conduct market analysis, prepare client engagement materials, and ensure accurate CRM reporting.
Summary Generated by Built In
About the role
Our European Business Development and Client Services team in London is looking for an Associate, who will be responsible for a broad range of internal and external business development and client-focused activities.
In this role, you'll work closely with senior members of the team and gain valuable exposure to debt capital markets, as well as the key role credit rating agencies play within this ecosystem.
You will work with Corporate, Infrastructure, and Project Finance clients across the United Kingdom, Europe, and APAC, offering a unique opportunity to build both regional and sector-specific expertise.
Job Responsibilities
  • Actively support the business development team through key stages of the sales and marketing process

  • Conduct market analysis and prepare presentations to identify credit ratings opportunities and assess competitive landscape

  • Coordinate letters of engagement, confidentiality agreements, invoicing and appropriate compliance requests

  • Liaise with senior BD management and credit ratings team on issuer and client relationships

  • Ensure accurate reporting through Customer Relationship Management (CRM) using Salesforce

  • Assist senior BD team members to design, develop and maintain outreach and presentation activity to support engagement in areas of responsibility

  • Prepare marketing material in advance of client meetings and industry events

  • Help to compile research on existing and prospective clients to support the BD team

Qualifications
  • University degree in a related field

  • Minimum 2 up to 4 years' experience in financial services (debt capital markets, securitisation, corporate finance, ratings advisory, credit rating agency)

  • Strong client service and communication skills (written and verbal)

  • Result oriented mindset with a high attention to detail

  • Solid research and analytical abilities

  • Team player with demonstrated ability to meet deadlines and work in a fast-paced environment

  • Proficient skills with CRM systems, Microsoft Outlook, Excel, PowerPoint and Word

  • European language skills advantageous but not essential

About Us
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
R07_DBRSRtgsLtdUK DBRS Ratings Limited - UK Legal Entity

Top Skills

Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word
Salesforce

What the Team is Saying

Anna
Upasna
Saurabh
Wendell
Raaghavendar
Jeff
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Chicago, IL
12,700 Employees
Year Founded: 1984

What We Do

At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.

Why Work With Us

Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

Morningstar Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
HQGlobal Headquarters
Mexico City
Santiago Province
LU
NSW
Amsterdam, NL
Bangkok, TH
Cape Town, ZA
Dubai, Dubai
Frankfurt am Main, DE
Frederiksberg, DK
London, GB
Madrid, ES
Milano, IT
Navi Mumbai, Maharashtra
New York, NY
Oakland, MD
Oslo, NO
Paris, FR
São Paulo, São Paulo
PitchBook US Headquarters
Stockholm, SE
Tokyo, JP
Toronto, ON
Toronto, Ontario
Zürich, CH
Learn more

Similar Jobs

Morningstar Logo Morningstar

Product Marketing Manager

Enterprise Web • Fintech • Financial Services
Hybrid
London, Greater London, England, GBR
12700 Employees

Morningstar Logo Morningstar

Quantitative Analyst, New Product Development

Enterprise Web • Fintech • Financial Services
Hybrid
London, Greater London, England, GBR
12700 Employees

Morningstar Logo Morningstar

Funds Reporter

Enterprise Web • Fintech • Financial Services
Hybrid
London, Greater London, England, GBR
12700 Employees

Morningstar Logo Morningstar

Software Engineer

Enterprise Web • Fintech • Financial Services
Remote or Hybrid
United Kingdom
12700 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account