March 24, 2021

Business Development Support Associate – Dallas, TX

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Company Description

HedgeServ is a fast-growing service-driven global administrator. We feature a unique technology platform with one of the most experienced service teams in the industry. HedgeServ provides fund administration, middle office services, integrated risk & portfolio management, regulatory & compliance reporting, tax support, and complete shadow accounting services, underpinned by SOC 1 certified controls. HedgeServ supports all investment strategies within hedge funds, funds of hedge funds, private equity funds, asset managers, managed accounts and managed account platforms, UCITS funds, and other institutional investment programs such as pensions and endowments. Our services are completely customized for the needs of our individual hedge fund, fund of hedge funds and private equity fund clients. HedgeServ employs professionals globally across offices in the United States (New York & Dallas), Grand Cayman, Ireland (Dublin & Cork), Luxembourg, Poland (Krakow), Bulgaria (Sofia), and Australia (Sydney).

 

Job Description

The Business Development Support team facilitates the service scope agreement process for HedgeServ prospects and clients globally, including the formulation of fee analyses and preparation of proposals and client agreements. The team’s objectives are supported by the collection and analysis of prospect, client and company information, as well as constant engagement with the firm’s Senior Leadership and key client contacts.

The Business Development Support Associate role calls for someone who is systematic, structured and organized by nature.  The person fulfilling this role should be approachable, thorough, methodical, self-disciplined, careful and diplomatic in approach.  Consistency and the ability to tie up all the loose ends and finish a job will be of importance.

 

Responsibilities

  • Support senior management in prospect and client discussions for new business and services
  • Prepare fee analyses, proposals, and client agreements
  • Lead cross-functional projects to capture and analyze client and company information from multiple sources
  • Manage team open item list and follow up on outstanding items
  • Track pipeline of prospective, transitioning, and existing clients and service requirements
  • Maintain a large volume of client agreements and database of negotiated terms and conditions
  • Provide regular reporting and ad hoc analyses as requested

 

Pre-requisite knowledge, skills and experience

  • Bachelor’s Degree from four-year college or university
  • Up to 2 years’ experience in financial services or related field
  • Exceptionally organized and detailed-oriented with the ability to meet a strict standard of quality and accuracy
  • Strong verbal and written communication skills
  • Ability to work effectively with senior management
  • Proficient in MS Office (Excel, Outlook, Word, Power Point)