Business Development Associate
Harding Loevner is seeking qualified candidates to join our Business Development Team, which handles a broad scope of relationships with financial intermediaries and institutional clients.
The Business Development Associate position will provide a candidate an opportunity to become an integrated member of the business development team. The Associate will support senior members of the team in their pursuit to drive net asset growth for the firm. The team strives to establish and deepen relationships with institutional and retirement consultants, registered investment advisors, banks, and broker-dealers.
The core responsibilities of the Associate will include:
• Represent Harding Loevner with professionalism, integrity, and transparency with an unwavering commitment to firm values
• Skillfully communicate Harding Loevner’s investment philosophy & process and strategy performance
• Identify new business leads through proactive outreach
• Provide reports and data analysis, which will help guide team strategy and evaluate success
• Maintain relevant records within the firm’s CRM and leading on various projects to improve organization of data within
• Build working relationships across the firm, including investment communications, content, client management, and research
• Recognize opportunities to partner with the firm’s data & automation team to improve sales and sales support processes
This role is suited for candidates who have:
• Bachelor’s Degree
• 3-5 years of experience in the asset management industry supporting business development or client relationship initiatives
• A foundational understanding and desire to further develop knowledge of global equity investing, investment manager selection, and the asset allocation process
• Demonstrated communication and presentation skills
• Ability to work independently while supporting group initiatives
• Preference for progress towards or intent to pursue the CFA designation
• Series 7 and 63 (firm will sponsor if not yet licensed)
• Travel as appropriate (approximately 10% of the time)