Business Development Associate

  • competitive
  • San Francisco, CA, USA San Francisco CA US
  • Permanent, Full time
  • Matthews Asia
  • 23 Apr 18 2018-04-23

TITLE: Business Development Associate   LOCATION: San Francisco, CA                                 THE COMPANY:   Matthews Asia is an inde­pendent, privately owned investment manager head­quartered in San Francisco with subsidiary offices in London, Singapore and Hong Kong. Founded in 1991, Matthews Asia specializes in investing in Asia’s

TITLE: Business Development Associate

 

LOCATION: San Francisco, CA

                               

THE COMPANY:

 

Matthews Asia is an inde­pendent, privately owned investment manager head­quartered in San Francisco with subsidiary offices in London, Singapore and Hong Kong. Founded in 1991, Matthews Asia specializes in investing in Asia’s equity and fixed income markets for institu­tions, intermediaries and retail investors worldwide. For over 25 years our bottom-up, active investment approach has focused on identifying the most attractive long-term growth opportunities in Asia’s diverse markets. Our portfolios typically feature low turnover rates and high active share, with holdings that differ significantly from their benchmarks. Our long-term perspective and culture of independent thinking facilitate our delivery of a consistent and distinc­tive value proposition to our clients and partners.

 

Additional information on Matthews International Capital Management, LLC and Matthews Asia can be found at www.matthewsasia.com.

 

REPORTING RELATIONSHIP: Vice President, Business Development, Broker- Dealer Channel

 

We are seeking an individual to join the US Intermediary Distribution team who will focus on supporting the Business Development professionals on the Broker/Dealer team.  The individual will help support the retention of existing relationships and help identify and grow new relationships. Responsibilities will include, but not be limited to, the following:

 

  • Ability to represent Matthews Asia aligned with the Firm’s culture
  • Assist with prospecting: identify new prospects that fit the B/D team criteria through top advisor lists and other search engines
  • Help schedule meetings for BD Team with clients and prospects in various cities
  • Follow-up: quick and thorough follow-up post meetings
  • Target email campaigns: help create and distribute email campaigns
  • CRM management: make sure client and prospect information is correct in Salesforce
  • Sales Tracking: create daily, weekly, and monthly reports for the team to track big purchases/redemptions as well as any trends to be aware of;
  • Client Service: proactively reach out to existing and new clients, identify primary contacts and keep abreast of Matthews research and updates.
  • Qualify along the way, enter pertinent notes in Salesforce, and also include on our prospect list for future trips to the area;
  • Travel: occasional travel with BD Team to client meetings to see what B/D advisors are thinking, hear questions they are asking, and learn how to conduct one on one meetings.

 

Successful candidates will have demonstrated:

 

  • Experience in global/international investment strategies
  • Capacity to build positive and effective internal and external relationships
  • Excellent written and verbal communication skills
  • Experience working with Financial Advisors
  • A passion for investing in capital markets and an intellectual curiosity about Asia in particular
  • Relationship management/sales skills
  • High level of integrity, honesty, diligence, and loyalty

 

QUALIFICATIONS:

 

  • 3-5 years financial services experience preferably with an asset management firm
  • Bachelors degree, Masters degree and/or CIMA/CFA preferred
  • Excellent written and verbal communication skills
  • Some sales experience
  • Strong references

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Matthews International Capital Management, LLC is an equal opportunity employer. The Company does not unlawfully discriminate on the basis of race, color, religion, religious creed (including religious dress and grooming practices), age, national origin, citizenship, ancestry, political activity or affiliation, marital status, sex, sexual orientation, gender, gender identity, gender expression, physical or mental disability, medical condition as defined under applicable law, genetic information, military or veteran status, pregnancy, childbirth and related medical conditions, taking or requesting statutorily protected leave, or any other characteristic protected by federal, state, or local laws or ordinances