Business Development Analyst, Equity Capital Markets

Peachtree Group is hiring a Business Development Analyst to support Peachtree Credit’s Equity Capital Markets efforts. The role educates Broker-Dealers about alternative investment offerings through outreach, lead generation, presentations, and relationship servicing.

What you'll do:

• Engage in planning and business development to create and implement strategic and tactical outreach to drive awareness and strengthen relationships with Broker-Dealers
• Develop new business and provide support within the territory through calls and email communications, with activities such as: campaigns to advisors to educate them on Peachtree Group’s investment platform
• Call campaigns and events (Dine Arounds; Conference Calls; Fund Updates; Due Diligence Meetings, etc)
• Present webinars, helping with individual presentations when needed
• Prospecting to reach new financial professionals to learn investment objectives
• Provide support for internal wholesalers who are out of the office (PTO or Road)
• Schedule appointments for the external wholesaler (s) in assigned territory
• Provide sales meeting and conference preparation and follow up for external wholesaler
• Work with integrity, do what you say you’re doing
• Maintain quality notes about all interactions in a CRM system

What they're looking for:

• The position requires strong written and verbal communication, as well as excellent interpersonal and time management skills
• Financial services industry experience
• Comfortable making several dozen outbound dials per day
• Some knowledge of alternative investments, Private Credit, Real Estate, Development, Private Placements, DST/1031 a plus
• Strong organization skills with the ability to manage multiple tasks
• Excellent verbal, written, and presentation skills
• Proven selling and relationship building skills
• Disciplined self-starter who requires little direction to succeed
• Someone who understands a team is only as strong as its weakest link
• Currently has FINRA SIE and Series 7 & 63 or willing to obtain in the first year of employment
• Strong computer skills, including MS Word, PowerPoint, Excel
• Salesforce or other CRM experience is a plus