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BlueMatrix

Cloud-based SaaS for investment research publishing

Business Development Representative

Full-TimeUpdated on 10/23/2026
$75k - $95k/yr
Junior
New York, NY, USA
HybridHybrid work in New York.
Sales & Account ManagementSales Development Representative

About the job

Requirements
  • The candidate must have 1–2 years of experience in a business development representative, sales development representative, or sales-related role.
  • The candidate must have strong written and verbal communication skills.
  • The candidate must be comfortable with cold outreach and high-volume prospecting.
  • The candidate must be organized, self-motivated, and eager to learn.
  • The candidate must have experience using customer relationship management and sales engagement tools, such as HubSpot, Salesforce, Outreach, or ZoomInfo.
Responsibilities
  • Identify and research high-potential target accounts and key decision-makers across financial institutions, research firms, and asset management companies.
  • Drive outbound prospecting through cold calls, personalized email outreach, LinkedIn engagement, and social selling strategies.
  • Follow up on marketing-generated leads from webinars, events, and digital campaigns to convert interest into qualified opportunities.
  • Respond promptly and professionally to inbound leads and inquiries.
  • Qualify leads using the BANT framework (Budget, Authority, Need, and Timeline) to assess fit and readiness for engagement.
  • Collaborate with Account Executives to route and hand off qualified opportunities, ensuring smooth transitions through the sales funnel.
  • Secure and schedule discovery calls and demos for the sales team.
  • Maintain detailed records of activities, touchpoints, and conversations in the customer relationship management system.
  • Collaborate with Account Executives and Marketing to refine messaging and optimize outreach strategies.
  • Meet and exceed weekly and monthly key performance indicators, including calls, emails, meetings booked, and opportunities created.
  • Learn about BlueMatrix’s products, industry trends, and client challenges.
  • Participate in team trainings, sales meetings, and cross-functional projects.
Desired Qualifications
  • B2B SaaS or FinTech experience is a plus.
  • Knowledge of financial services, capital markets, or research workflows is a bonus.

About the company

BlueMatrix provides a cloud-based platform for creating, distributing, and managing investment research. Its tools, including BlueMatrix Creator, let analysts author, share, and track research, while workflow, compliance, and automated distribution features handle governance and delivery across multiple channels; it also offers internal and client portals plus readership analytics. The platform combines content creation, governance, delivery, and analytics in one ecosystem, supported by a global client base and ongoing growth through acquisitions and investment. Its goal is to standardize and streamline investment research publishing at scale.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

1999

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Simplify's Take

What believers are saying

  • BlueMatrix and Perplexity launched pilot AI discovery on January 13, 2026.
  • September 16, 2025 RMS acquisition deepened EMEA and APAC reach and broadened workflows.
  • March 24, 2026 leadership reset targets AI-driven research infrastructure and operational expansion.

What critics are saying

  • Perplexity can become the research front end, commoditizing BlueMatrix's workflow layer by 2027.
  • FactSet's preferred-data agreement after RMS sale strengthens a direct rival's ecosystem.
  • Integrating RMS and Street Context across seven offices strains execution and customer retention.

What makes BlueMatrix unique

  • BlueMatrix spans authoring, compliance, entitlements, distribution, and AI governance end-to-end.
  • Thoma Bravo backs BlueMatrix; David Nable joined March 24, 2026, to scale globally.
  • BlueMatrix serves 1,000+ institutions, including Jefferies, Oppenheimer, and B. Riley Securities.

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Benefits

  • Health Insurance
  • Paid Vacation
  • Flexible Work Hours
  • Remote Work Options
  • 401(k) Retirement Plan
  • Stock Options
  • Company Equity
  • Performance Bonus
  • Wellness Program
  • Mental Health Support
  • Gym Membership
  • Phone/Internet Stipend

Growth & Insights and Company News

6 month growth

20%

1 year growth

20%

2 year growth

20%
PR Newswire
Oct 8th, 2026
Thoma Bravo-backed BlueMatrix acquires Aiera to create AI-ready infrastructure for investment research

BlueMatrix, a capital markets content publishing technology provider backed by Thoma Bravo, has agreed to acquire Aiera, a consortium-backed content delivery platform. Financial terms were not disclosed. The deal aims to create AI-ready infrastructure connecting research providers worldwide to client AI systems with governance and attribution controls. BlueMatrix serves more than 1,000 financial institutions and over 7,000 analysts globally. Aiera's technology, built with backing from leading global research providers, offers permissioned and auditable access to proprietary financial content. The combined platform will deliver broker research, expert insights, news, live events, transcripts and filings through a single governed standard. The transaction is expected to close in Q4 2026, subject to customary closing conditions and regulatory approvals.

Associated Press
Mar 24th, 2026
BlueMatrix names David Nable CEO to scale AI-driven research infrastructure platform

BlueMatrix, a capital markets content publishing technology provider, has appointed David Nable as chief executive officer as it positions itself for AI-driven research workflows. Co-founder Patricia Horotan, who led the company for 27 years, will become chief strategy officer, focusing on AI capabilities and product strategy. The company operates infrastructure where research is authored, structured and distributed, aiming to address challenges around attribution, intellectual property and entitlements as AI reshapes buy-side research consumption. Nable previously served as president of client and commercial at Arcesium for 10 years. Founded in 1999 and backed by Thoma Bravo, BlueMatrix serves over 1,000 financial institutions globally. The leadership changes aim to accelerate platform expansion whilst maintaining strategic continuity during industry transformation.

Thoma Bravo
Mar 24th, 2026
BlueMatrix accelerates transition into core infrastructure for ai-driven research, strengthens leadership to scale platform.

BlueMatrix accelerates transition into core infrastructure for ai-driven research, strengthens leadership to scale platform. New York, NY - March 24, 2026 - BlueMatrix, the global leader in capital markets content publishing technology, today announced it is strengthening its leadership team to scale its platform and accelerate its evolution into core infrastructure for AI-driven research workflows. Co-founder Patricia Horotan, who has led BlueMatrix for 27 years, will focus on AI capabilities and long-term product strategy as Chief Strategy Officer and remain deeply engaged with clients and partners. BlueMatrix has appointed David Nable as Chief Executive Officer to scale operations and expand the platform globally. BlueMatrix is positioned to capitalize on a critical inflection point in capital markets research. As AI reshapes how research is consumed on the buy-side, questions around attribution, intellectual property, entitlements, and usage visibility have become increasingly urgent for research producers. BlueMatrix operates at the infrastructure layer where research is authored, structured, permissioned, and distributed, enabling sell-side firms to participate in AI-driven workflows while preserving control, attribution, and transparency. The company's position at the center of the research ecosystem makes it uniquely positioned to solve these challenges as the industry transforms. Horotan will remain central to product vision and client relationships as Chief Strategy Officer, working directly with BlueMatrix's largest clients and partners to shape the platform's AI capabilities during a period of significant industry change. Nable has extensive buy-side and sell-side experience and will focus on execution, scaling, and operational growth, combining continuity of strategic vision with accelerated expansion. "We've spent 27 years building BlueMatrix to sit at the infrastructure layer where research is created, structured, permissioned, and distributed," said Horotan. "As AI becomes embedded in investment workflows, that infrastructure role becomes more critical and more complex. I will be focused on working with our clients to ensure research moves through AI systems with the attribution, control, and transparency they need, and on building the product capabilities that make that possible. This structure lets me concentrate on those relationships and that product vision while David drives our operational growth." Nable brings deep expertise in financial technology infrastructure and investment workflows. He most recently served as President of Client and Commercial at Arcesium, where he spent 10 years leading global go-to-market strategies and commercial operations. Prior to Arcesium, he was Head of U.S. Sales for Credit Suisse Prime Fund Services and spent nine years at Goldman Sachs in sales and client management roles across Prime Brokerage and Fund Administration. "AI is already becoming embedded in buy-side investment workflows, which creates significant opportunities but also real challenges for research producers," said Nable. "As research moves into AI systems, questions around attribution, intellectual property, and entitlements will only become more important. BlueMatrix's role in the ecosystem is both critical and evolving, and I'm excited to work with Patricia and the team to accelerate our transformation." About BlueMatrix: BlueMatrix is the global leader in capital markets content publishing technology, trusted by over 1,000 financial institutions. Its secure platform streamlines authoring, compliance, and distribution - driving smarter, faster collaboration across capital markets. Founded in 1999 and backed by Thoma Bravo, BlueMatrix operates from offices in Durham (HQ), New York, London, Paris, Edinburgh, Auckland, and Timisoara. Media Contact: James Setzer Head of Marketing - BlueMatrix [email protected] Read the release on GlobeNewswire here.

Landon Capital
Sep 16th, 2025
Analyze that, BlueMatrix acquires RMS business from FactSet to expand globally

Analyze that, BlueMatrix acquires RMS business from FactSet to expand globally.

PR Newswire
Jun 17th, 2025
BlueMatrix Acquires RANOS to Accelerate Innovation and Expand its Asia-Pacific Footprint

/PRNewswire/ -- BlueMatrix, the world's leading platform for capital markets content authoring and distribution, today announced the strategic acquisition of...