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Posted 13 hours ago
Business Development Representative - Asset Management
Moody's
Requirements
5 years B2B sales experience, Experience selling to asset managers or hedge funds, Consultative selling skills, Strong communication and presentation skills, Familiarity with quantitative research and risk management, Experience with AI technologies, Bachelor's degree in business, economics, or finance
Skills
SalesAsset managementAI
About the role
Responsibilities
- Identify and pursue new business opportunities with institutional investment firms, including asset managers, hedge funds, REITs, and private equity firms
- Conduct consultative sales engagements to understand prospect investment processes and translate data needs into tailored solutions
- Manage the full sales cycle independently, from initial outreach through contract negotiation and onboarding
- Present data solutions clearly and persuasively to senior-level decision-makers
- Collaborate with internal product, research, and engineering teams to align client feedback with data offerings
- Maintain accurate sales pipeline activity and contribute to forecasting via CRM updates
- Leverage AI technologies to drive innovation and streamline sales processes
Requirements
- Minimum 5 years of experience in direct B2B sales, specifically focused on data-driven solutions for asset management clients
- Proven track record selling to asset managers, hedge funds, or private equity firms
- Strong consultative selling skills and the ability to engage senior-level investment professionals
- Familiarity with quantitative research, portfolio construction, and risk management use cases
- Experience leveraging AI technologies to enhance sales processes and decision-making
- Bachelor's degree in business, economics, finance, marketing, or a related field
About the Company
Moody's is a global leader in ratings and integrated risk assessment. We are transforming how the world sees risk by advancing AI to move from insight to action, helping our clients navigate uncertainty with clarity, speed, and confidence.
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Moody's · New York
