Business Development (BD) Strategy Analyst/Associate - New York

Role Overview

We are hiring an Analyst to support the Business Development strategy and senior management at CFM. This role is responsible for driving strategic Business Development initiatives while maintaining alignment with key objectives. You will be responsible for requirements documentation, project tracking and delivery, program management, domain knowledge, and collaboration with all departments at the firm. The role focuses on management reporting, KPI tracking, project coordination, meeting management, and executive presentation support. The successful candidate is proactive, highly organized, analytical, and comfortable partnering with senior stakeholders to translate complex activity into clear, decision-ready outputs.

Base salary 85-120 K-USD

+ variable compensation

+ competitive benefits package

Key Responsibilities

Reporting & Business Insights

• Deliver regular and ad-hoc management reporting (weekly/monthly dashboards, performance and operational updates)
• Collaborate across teams
• Ensure outputs are accurate, timely, audience-appropriate, and highlight key themes, trends, and actions
• Maintain strong data integrity, documentation, and version control

KPI Tracking & Dashboards

• Track and contribute to KPIs/operational metrics with stakeholders (e.g., productivity, throughput, cycle times, risk/compliance, pipeline)
• Build and maintain dashboards/scorecards (Excel/Tableau)
• Identify variances and recurring issues; provide practical, actionable recommendations

Project Coordination

• Track business initiatives, including milestones, dependencies, risks, and deliverables
• Maintain and monitor project plans
• Drive progress via action tracking, follow-ups, and accountability
• Support process improvement by documenting workflows and enabling efficient practices

Meeting Management

• Own structure and logistics for recurring forums (business reviews, KPI reviews, project check-ins)
• Create agendas and circulate pre-reads; capture minutes, decisions, actions, owners, and deadlines
• Maintain action logs and ensure follow-through to completion

Executive Communication & Presentations

• Build/refine executive-level PowerPoint decks for leadership updates and strategic initiatives (and board/investor-related materials as needed)
• Turn complex information into clear narratives, charts, and concise summaries
• Draft communications on behalf of the business head (status notes, recaps) where appropriate

Business Head Support

• Act as a trusted partner: anticipate needs, prioritize requests, and manage deadlines
• Support planning for offsites and quarterly/strategic planning activities
• Serve as a coordination point to streamline cross-team communication

Preferred Qualifications

• Ideally 1–3 years in a Business Analyst, Business Management, COO office, Strategy/Operations, or Project Coordination role (financial services strongly preferred)
• College graduates may apply if other qualifications are met
• Strong capability in reporting, data organization, and executive communication
• Advanced Excel (pivots, lookups, data cleaning; macros a plus)
• Strong PowerPoint skills producing polished, executive-ready materials
• Proven ability to manage multiple priorities with excellent attention to detail
• Confident working with senior stakeholders in a fast-paced environment

• Experience in a hedge fund/asset manager/investment bank or similar high-performance environment
• Familiarity with Tableau and/or basic SQL, Python and GenAI tools
• Exposure to tools such as Jira and Confluence