Analyst, Business Development & Marketing

Company : Tristone Partners Llc

Job Description - Analyst, Business Development & Marketing

About Tristone Strategic Partners LLP- Tristone Strategic Partners is a financial services firm based in
Mumbai that provides investments and accounting-related support services and advisory services to
international clients such as various investment funds, hedge funds, wealth management firms,
start-ups & corporates located across different geographies. (More details @ www.tristone partners.com)

Roles and responsibilities-

• Covering insights of large firm mapping, prospect building and lead generation

• Collating market information data of clients using various databases and other public web
information

• Preparing weekly reports to analyze client movements, prospects, and conversion

• Generating lead and sourcing prospects for various sector niches and geographies

• Preparing business expansion and client educational decks

• Assisting Manager in client relationship management, marketing, and strategizing prospect
outreach methods to improve response rate

• Performing research for client acquisition and building customized trackers to monitor
progress

• Identifying cross selling opportunities and preparing draft proposals and RFP/RFQ replies

• Complying with IT policies and procedures

• Maintaining security of information at all times

Requirements

• Excellent written and verbal communication skills

• Comprehensive understanding of business development and marketing processes in the
financial services industry

• Foundational experience in E-mail marketing and conducting market research, with hands
on experience in tools such as HubSpot being highly preferred

• Experience utilizing financial and CRM research databases such as Pitchbook, Preqin, Apollo,
etc

• Demonstrated ability to use Excel (e.g. VLOOKUP, COUNTIF, Conditional Formatting, Sort &
Filter) for data analysis and PowerPoint for developing and refining client-ready or internal
presentations

• Detail-oriented with the ability to multitask and prioritize effectively

Qualifications-

• Bachelors/master’s degree in marketing or finance

Experience-

• 0-1 years of experience (preferred in financial services firm is mandatory)

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Analyst, Business Development & Marketing

Job Description - Analyst, Business Development & Marketing

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