Business Development Operations Intern - Satori Alpha

Dallas
Alpha
Working & Learning
The Business Development operations intern will support Satori Alpha / XL’s
Director of Business Development across all marketing and fundraising efforts. We
are looking for someone with hyper-organization skills and impressive attention to
detail. She/he will have a unique opportunity to observe how relationships and
trust are built across the investment community while supporting the behind the
scenes operational processes and overall strategy. The position reports directly to
the Director of Business Development.

Key Responsibilities

    • Own the team’s organization processes and create a system to track repeatable processes that have the potential to be made more efficient
    • Conduct research on prospective investors and assemble pre-meeting notes ahead of key conversations with prospective investors
    • Manage the Business Development calendar by scheduling and confirming all upcoming meetings/calls
    • Create organization within a cloud based folder system for Satori Alpha and Satori XL partners marketing materials
    • Create suggested lists for upcoming travel based on information housed in the firm’s CRM system
    • Take notes when available by logging all interactions in a CRM (client relationship management software) and tracking spreadsheet
    • Track necessary follow ups and maintain a calendar of necessary reminders
    • Assist with event planning from time to time
    • Assist with new prospect sourcing
    • Promote and demonstrate “living our values” in accordance with the firm’s core ideology

Candidate Attributes/Skills

    • Sophistication in communications, interpersonal relations, and diplomacy; an individual able to communicate in writing and verbally with great precision andeffectiveness, both internally and externally at all levels
    • Able to display high quality organizations skills and a keen interest in systematizing processes
    • Interest in learning what is happening within the Satori portfolio and XL Partner network
    • Able to conduct thorough research once provided with ample resources
    • Humble, energetic, and positive can-do approach; an individual that is highly driven and is willing to roll-up his or her sleeves and do the work in a rapidly growing business
    • Multi-focal intelligence; an individual who has a quick and thorough grasp of material issues, and is able to make evaluations, recommendations, and decisions in alignment with the vision, strategy, and culture
    • Broad world view; an individual who views the world in a holistic manner and is able to understand, respect, synthesize, and integrate multiple points of view
    • An individual with resilience working in an atmosphere with high expectations
    • Accountability, ownership, and integrity; an individual who knows his or her personal brand is defined by the quality of his or her work and relationships
    • Resourcefulness, initiative, and attention to detail; an individual who is a problem-solver, curious, and values extraordinary outcomes
    • Incessant optimism; someone who sees the good in others and values diverse view points
    • Fluent in Microsoft Office and ability to learn database management; loves using the most current and innovative technology

Education/Experience

    • Actively pursuing a bachelor’s degree with interest in financial services, investment management, or sales and marketing
    • Advanced writing, both written and verbal, and organizational skills
    • Excellent references that can speak to responsibility and maturity
Term/Time Commitment
6-month internship term
Preferred availability on Monday, Wednesday, and Friday with a minimum of 4-6 hours per day.