Business Development Analyst - Financial Services
Job Description
Responsibilities:
The responsibilities listed below are essential to the role; additional tasks may be assigned as needed.
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Collaborate with partners to develop compelling client-facing materials, including pitch books, RFP responses, and deal sheets, that highlight the Firm’s relevant experience and convey clear, persuasive reasons for retention.
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Support the preparation and submission of data for league tables, legal directories, industry surveys, and similar platforms.
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Conduct and coordinate competitive intelligence research to keep attorneys informed of current market trends and competitor activity.
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Monitor Firm news and legal wins; maintain and update the practice’s experience database and Client Relationship Management (CRM) system accordingly.
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Manage production tasks such as editing, fact-checking, proofreading, and document assembly to ensure accuracy and timely delivery of materials.
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Assist in the planning and execution of Firm-hosted and external marketing events and conferences, working closely with the Events team.
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Ensure all client interactions, pitches, and outreach activities are properly recorded and tracked in the Firm’s CRM system.
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Maintain and regularly update attorney biographies across various platforms (digital and print).
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Collaborate with global colleagues to ensure consistent, up-to-date marketing materials across offices.
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Coordinate with Communications and Digital Marketing teams to enhance the practice’s visibility through internal updates, website content, social media, and attorney profiles.
Qualifications:
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Proven ability to manage multiple time-sensitive tasks across different time zones while delivering high-quality, detail-oriented work.
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Strong interpersonal communication skills and a collaborative mindset.
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Exceptional writing, editing, proofreading, grammar, and research abilities (a writing and editing test will be required).
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Strong organizational and analytical skills with keen attention to detail.
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Familiarity with legal terminology related to both transactional and litigation practices.
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Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), and experience with databases, CRM systems (e.g., Dynamics), and online research tools. Experience with SharePoint and Access is a plus.
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3–5 years of relevant experience in a law firm, financial services firm, or other professional services environment.
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Prior experience working directly with partners or executives is preferred.
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Bachelor's degree required; an advanced degree (JD or Master’s) is a plus.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.