Business Development Analyst
External
Vanguard · Mexico City, MexicoPrepare for this interview
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Responsibilities
- Support the sales team by maintaining and auditing client and prospect data, ensuring accuracy and completeness across systems
- Conduct research and provide insights on financial markets, investment products, and industry trends
- Coordinate follow-ups for sales executives and respond to medium-complexity client and prospect inquiries
- Provide day-to-day tactical and analytical support to help sales teams maximize client engagement
- Assist with planning and execution of sales meetings, events, and logistics; track and report on key metrics
- Partner with sales teams to enhance client relationship management and identify opportunities to improve outcomes
- Outline pros/cons of potential solutions to support client and business decision-making
- Contribute to special projects and broader team initiatives
Requirements
- 2+ years of relevant experience in sales support, business development, or financial services
- Bachelor's degree or equivalent combination of education and experience
- Strong analytical, organizational, and communication skills
- Interest in financial markets and investment products
- Progress toward CFA designation
- AMIB Certification (Investment Strategies Advisor - Series 210)
- How We Work
Additional Information
We're looking for a Business Development Analyst to support our Wealth business, focused on Mexico intermediaries. This team supports asset managers, private banks, independent advisors, family and multi-family offices, and digital platforms across the region. In this role, you'll provide critical operational, analytical, and client support to internal sales executives and relationship managers, and external clients as needed. You'll be a key contributor to day-to-day sales activity, helping drive efficiency, client engagement, and overall business growth. **This Hybrid role (in office Tues-Wed-Thurs) is based in Mexico City, MX**
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