Manages the coordination and timely completion of RFPs, RFIs and DDQs – including compiling existing language, creating new language as needed, and reviewing documents to ensure high quality, error-free final responses.
Builds a thorough understanding of the firm's products and investment strategies to facilitate the accurate and consistent creation of proposals.
Collaborates closely with product management and relationship management teams to promptly respond to client-driven requests.
Works closely with subject matter experts from across the organization, including the compliance, legal, risk, ESG, operations, finance, and technology teams to write and edit standard and/or craft customized language as needed.
Demonstrates excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with senior team members under tight deadlines.
Reviews, proofreads, and checks qualitative and quantitative content for accuracy, including questionnaires and industry databases.
Liaise with other internal support departments to obtain data, supporting documentation, and other responsive information.
Updates and manages proposal content in a third-party database (Loopio), ensuring the integrity and quality of internally-stored content.
Works confidently with quantitative personnel and AUM data.
Becomes a champion of the RFP Process to internal partners, initiating innovative ideas and creative approaches to increase efficiency and further the goals of the RFP Process and the work product of the team.
Possesses the ability to pivot and work on multiple strategies/asset classes as needed.
QUALIFICATIONS
Education:
Bachelor's Degree from an accredited university or international equivalent, preferably in a related field (economics, finance, accounting, or marketing).
Experience Required:
3-6 years in financial industry experience in an investor relations role and experience with RFPs.
Experience managing the entire RFP process lifecycle—from drafting and reviewing to formatting and proofreading—ensuring all content is accurate, well-structured, and grammatically correct
General Requirements:
Strong written and verbal communication skills to communicate effectively with subject matter experts across multiple departments, with the ability to articulate clear responses
Highly organized with a proven ability able to handle multiple concurrent assignments; assumes personal responsibility for deliverables under tight deadlines
Demonstrates the ability to work well under pressure in a rapidly changing environment while maintaining the highest quality standards, staying calm and focused even when juggling multiple concurrent deadlines.
Must be process and detail-oriented, placing a high priority on accuracy with particular focus on qualitative and quantitative accuracy
Collaborates effectively within diverse teams while consistently demonstrating initiative, accountability, and a strong commitment to achieving high-quality results
Problem solver with ability to research solutions and suggest resolutions
Working knowledge of asset management industry
Proficiency with Microsoft Office Suite
Experience with Salesforce, Loopio RFP software, Tableau, and PowerBI a plus.
