Senior Business Development Analyst at Prime Buchholz LLC

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Jun, 26

Salary

82200.0

Posted On

14 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Thinking, Organization, Collaboration, Prospect Research, Strategic Outreach, Proposal Development, Presentation Preparation, CRM System Maintenance, Pipeline Reporting, Workflow Coordination, Outreach Campaigns, Conference Preparation, Content Library Maintenance, Data Gathering, Communication Skills, Attention To Detail

Industry

Financial Services

Description

Description The Job The Senior Business Development (BD) Analyst plays an integral role in advancing Prime Buchholz’s growth and client engagement efforts. This is an opportunity to partner closely with colleagues across Marketing & Business Development, Consulting, Research, and Client Service to help drive meaningful business development initiatives that shape the firm’s future. The role offers broad visibility across the organization and meaningful involvement in initiatives that directly support revenue growth and client relationship development. In this position, the Senior BD Analyst contributes across the full business development lifecycle — from prospect research and strategic outreach to proposal development, finalist presentations, and follow-up execution. This role supports key revenue-generating initiatives, including intermediary engagement, conference strategy, rebid efforts, client fee management, and service model transitions. Success in this role requires strong analytical thinking, organization, and collaboration, along with the ability to coordinate complex initiatives and deliver a high-quality, consistent experience for prospective and existing clients. This position can be based in either Portsmouth, NH, or Boston. What You’ll Do Support the execution of business development initiatives in partnership with Marketing, Consultants, and other colleagues Conduct background research on prospective clients, intermediaries, and industry trends to inform outreach and meeting preparation Assist in preparing proposal responses, presentation materials, meeting agendas, and follow-up communications Participate in prospective client meetings and prepare summaries and internal notes Maintain and update the firm’s CRM system to ensure accurate opportunity tracking and organized pipeline reporting Help coordinate timelines and workflows across teams to ensure materials and deliverables are completed accurately and on schedule Support outreach campaigns, conference preparation and follow-up, rebid processes, and other growth-related initiatives Maintain proposal and content libraries to ensure materials reflect current messaging and branding standards Assist with tracking and reporting on business development activity and pipeline metrics What You’ll Bring Bachelor’s degree in business, marketing, finance, communications, or related field (preferred, but not required) 2-5 years of working experience in business development or marketing; investment management industry preferred Strong organizational skills and attention to detail Ability to manage multiple assignments and meet deadlines in a fast-paced environment Clear and professional written and verbal communication skills An analytical mindset with the ability to gather and summarize information effectively Experience using CRM systems such as HubSpot (preferred) Willingness to periodically travel between offices, to conferences, or client meetings as needed What We Offer At Prime Buchholz, a proud B-Corp organization, we believe in aligning our success with a positive impact on the world. We also believe that great work deserves meaningful rewards. Benefits & Perks: Flexibility & Balance: Enjoy the flexibility of working from home up to two days a week, with a weekly anchor day in the office to foster team collaboration and connection. Savings: Plan for your future with our 401(k) match and profit-sharing program, designed to help you build long-term financial security. Community: We support your commitment to giving back with matching charitable contributions and paid volunteer time for causes that matter to you. Time: Take time to recharge with our flexible time-off policy and 11 paid holidays. Plus, we offer additional time off to support you through life’s major milestones, including family growth. Compensation: This role is classified at grade level 5, with a starting base salary range of $65,800-$82,200. Where you fall within this range will be based on your skills, experience, qualifications, and internal equity. We typically aim to welcome a new employee on the lower end of the given salary range to ensure room to grow as performance measures are met. In addition to base pay, all positions are bonus-eligible — because we believe your contributions should be recognized and rewarded. At Prime Buchholz, we’re committed to building and preserving a culture where individuals from different personal and professional backgrounds can thrive, contribute, and grow. The collective sum of our individual differences, knowledge, life experiences, and unique talents is the foundation for our accomplishments and impact. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity or expression, age, physical or mental disability, veteran status, marital status, genetic information, or any other characteristic protected by state, federal, or local law. We strive to create a supportive community where everyone feels comfortable and confident to be authentic, open, and curious.

Responsibilities

The Senior Business Development Analyst supports the execution of growth initiatives across the full business development lifecycle, from prospect research and outreach to proposal development and follow-up execution. This role assists with key revenue-generating activities including intermediary engagement, conference strategy, rebid efforts, and client fee management.