Business Development Associate
Guidepoint Open · verified Oct 14, 2026 At a glance
Junior Business Development role at Guidepoint. Shanghai Shi · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Find and qualify new prospects through outbound outreach, adding potential clients from several industries to the pipeline
- Arrange prospect and existing-account meetings with senior sales colleagues, then surface cross-sell opportunities and gather client feedback
- Work toward prospecting and meeting goals using cold calls and other lead-generation approaches
- Help prepare sales materials and client presentations, while learning about primary research and institutional investing
What you bring
- A four-year university degree in finance or a related subject
- You understand the sales path from finding leads through managing client relationships
- You communicate well with senior-level financial clients and can contribute in a team setting
- You want a sales and lead-generation role measured against targets and performance metrics
Who this fits
This entry-level role suits someone starting out in business development who wants exposure to institutional investing. You’ll support major financial institutions, asset managers, private equity firms and hedge funds in the region.
From the employer
Overview:
Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint.
The Business Development team is looking for an entry-level Business Development Associate to further develop our business with major financial institutions, asset managers, PE firms or Hedge Funds within the region. The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is an exciting opportunity for a self-starter who wants to learn more about the institutional investment industry and make a significant contribution to our business model.
What You’ll Do:
- Conduct outbound prospecting to qualify new business leads and help source new business opportunities
- Partner with senior sales team members schedule meetings with new prospects, set up meetings with existing strategic accounts to identify growth and cross selling opportunities, and manage client feedback calls.
- Meet designated prospecting and meeting targets through cold calling and other lead generation efforts.
- Assist in the development of marketing materials and client presentations.
- Develop a working knowledge of the primary research methods, the competitor landscape, and the institutional investment industry investment process and investment strategies.
What You Have:
- Bachelor's in finance or related degree from a four-year university.
- Broad base knowledge of the sales process from lead generation to relationship management.
- Excellent communicator capable of handling high-profile clients (Hedge Funds, Mutual Funds, and Private Equity Firms.
- Demonstrated ability to work in a team atmosphere.
- Desire to work in a sales/ lead generation role that is KPI and metrics-driven
- A desire to work in a fast-paced, results-oriented environment.
What We Offer:
- Flexible work arrangement
- Competitive compensation
- Informal work environment
- Entrepreneurial, diverse, international culture
ABOUT GUIDEPOINT:
Guidepoint powers end-to-end research workflows for the world’s best research teams.
Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.
At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed.
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