Alliance Advisors is an independent advisory firm providing shareholder and investor advisory services to public and private companies worldwide. Our expertise includes shareholder engagement, governance, compensation, M&A activism, ownership intelligence, proxy logistics, and retail outreach.
The Business Development Analyst supports proposals and RFPs, client presentations, outreach campaigns, sales operations, and reporting. This entry-level role combines strong writing, organization, research, and client communication skills in a collaborative advisory environment.
RESPONSIBILITIES
- Monitor sales alerts, inbound inquiries, and market triggers; identify opportunities and route leads.
- Research prospects, industries, decision-makers, and market trends to support outreach and proposals.
- Communicate with prospects and clients by phone and email; coordinate follow-ups, meetings, and technology demos.
- Prepare polished proposals, pitch decks, presentations, and other client-facing materials.
- Support targeted email campaigns and business development outreach.
- Coordinate RFP submissions: collect inputs, draft and edit responses, manage deadlines, and ensure accuracy.
- Maintain Salesforce/CRM contacts, accounts, opportunities, activities, and campaign records.
- Prepare pipeline dashboards, sales activity summaries, and recurring or ad hoc reports.
Qualifications
Required Qualifications
- Bachelor’s degree in business, finance, marketing, communications, or related field, or equivalent experience.
- Entry-level candidates with 0–2 years of relevant experience are welcome.
- Excellent writing, editing, proofreading, verbal communication, and research skills.
- Highly organized, detail-oriented, and able to manage competing deadlines.
- Comfortable interacting with clients and colleagues by phone, email, and in meetings.
- Willingness to travel as needed.
- Proficient in Microsoft Word, PowerPoint, and Excel.
- Interest in financial advisory, sales, and business development.
- Proactive team player comfortable with administrative and client-facing work.
Preferred Qualifications
- Internship or early-career experience in financial services, investment banking, consulting, sales, or business development.
- Exposure to RFPs, proposals, pitch books, presentations, or client communications.
- Experience with Salesforce/CRM data, reporting, and lead tracking.
- Familiarity with email campaigns or sales engagement tools.
Office Attendance Requirement: Employees residing within a thirty (30) mile radius of Alliance Advisors’ headquarters in Little Falls, New Jersey, are expected to report to the office a minimum of four (4) days per week.
Skills Required
- Bachelor's degree in business, finance, marketing, communications, or a related field, or equivalent experience
- 0-2 years of relevant experience; entry-level candidates are welcome
- Excellent writing, editing, proofreading, verbal communication, and research skills
- Highly organized, detail-oriented, and able to manage competing deadlines
- Comfort interacting with clients and colleagues by phone, email, and in meetings
- Willingness to travel as needed
- Proficiency in Microsoft Word, PowerPoint, and Excel
- Interest in financial advisory, sales, and business development
- Proactive team player comfortable with administrative and client-facing work
- Internship or early-career experience in financial services, investment banking, consulting, sales, or business development
- Exposure to RFPs, proposals, pitch books, presentations, or client communications
- Experience with Salesforce or CRM data, reporting, and lead tracking
- Familiarity with email campaigns or sales engagement tools
What We Do
Alliance Advisors is an independent advisory firm specializing in shareholder engagement, proxy solicitation, corporate governance, and investor relations. They provide year-round guidance to public and private companies, helping them navigate complex corporate landscapes, M&A, and activist situations. With a global reach, the firm offers strategic support to boards and C-suite executives to maximize shareholder value and cultivate strong investor relationships.
