Analyst, Agency and Trustee Services

Job Title

Business Development – Analyst

Job Description

Kroll Agency & Trustee Services (FKA Lucid Agency and Trustee Services Ltd) was launched in 2017 and provides independent, conflict-free, third-party loan agency, security agency and bond trustee services. Servicing the bond and loan markets, Kroll has developed its strong reputation by providing proactive and bespoke services to its clients. We currently manage over 900 loan and bond transactions.

Due to our rapid growth in Europe and globally based clients, our agency business in the US was launched in 2023 as Kroll Agency Services (US) LLC and we are looking for talented individuals to join our growing Client Services team as Manager, Client Services.

As a Business Development – Analyst at Kroll Agency Services (US) LLC ("KASUS"), you will be a key member of the Business Development team focused on boosting growth and sales revenue of the company through the provision of independent loan agency and bond trustee services.

The successful candidate will play a key part within a strong performing sales team by originating and securing new business mandates across multiple asset classes and jurisdictions and creating and developing new and existing client relationships.

Your sales focus and expertise will be instrumental in driving successful delivery in alignment with Kroll's vision and growth objectives, applying best practice and ensuring strong client service from inception.

Business Development – Analyst responsibilities include but are not limited to the following:

The candidate will report into the Director, Business Development, and will ensure accurate and on-time delivery of all key task items including (but not limited to) the following:

• Assist in the development of business leads and introductions to maximise revenue growth
• Ensure accurate and up-to-date MI is consistently kept using Salesforce and internal reporting systems – strong level of focus on ensuring inputting of high-quality data on behalf of the Business Development team
• Compile reports for weekly/ monthly meetings with respective internal teams and highlighting key sales metrics
• Assist in the creation and maintenance of calling plans
• Research and analyse market trends, competitor activities, and target existing and new client needs to increase KASUS' market share and develop strategic business plans
• Assist in creating brand recognition and awareness by working closely with internal marketing and delivery partners to market the full range of KASUS' products and services and create effective strategies for client acquisition and retention
• Engage with current and prospective clients/ influencers and referrals of business including lawyers, sponsors, debt advisors and lenders in conjunction with the Business Development team, understanding their needs and proposing tailored solutions
• Attend external conferences and events for market knowledge and networking opportunities ensuring a write up of key points is undertaken and distributed amongst the team
• Attend/accompany Business Development colleagues to meeting opportunities with a goal to attending meeting opportunities individually in the near future
• Drafting and preparing fee proposals on new opportunities, liaising with other Business Development colleagues to ensure consistency in pricing
• Frequent monitoring of outstanding fee proposals issued ensuring periodic follow ups occur
• Assist in the improvement of the client experience by following a won mandate from inception to close
• Stakeholder Management – build and maintain strong internal and external relationships
• Continuously strive to enhance product knowledge, industry expertise, and sales techniques to drive business growth.

Requirements

• 3-5+ years track record of success in business development or sales within the financial services industry is a plus.
• Base understanding and knowledge of the loan and bond markets
• Strong analytical skills to assess market opportunities and create effective business strategies.
• Excellent written and verbal communication and negotiation skills to engage and influence potential clients.
• High level of accuracy and attention to detail and the ability to work under a pressurized and fast paced environment.
• Self-motivation and effective time management
• Ability to build relationships with key stakeholders (internal and external) and decision-makers
• Proficiency in Salesforce software and Microsoft Office package
• Bachelor's degree in a relevant field is a plus.

Job Identification 21013403

Job Category Kroll Business Services

Job Schedule Full time

Locations New York, NY, United States