RFP Senior Associate (Business Development & Client Services Operations)

The firm is a registered investment adviser and broker-dealer managing over $60 billion in global equity assets. They provide equity investment management services for institutional investors, leading corporate, public and individual clients on a world-wide basis by way of separate accounts, sub-advised mutual funds, and other commingled vehicles since our firm founding in 1995.

As a member of Marketing & Client Services, you will have critical interaction with all members of the team in supporting new business and servicing existing clients. You will be responsible for completing RFPs/DDQs and responding to a variety of client/prospect support requests to help grow our business. This role will report directly to the Manager of Business Development & Client Services

Responsibilities

• Review, edit and approve Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs), prospect presentations and ad hoc client/prospect requests
• Lead on-going projects such as the consultant database narratives and RFP library and database governance
• Draft responses to new/unique questions for prospects or clients
• Provide day-to-day support to junior associates
• Articulate in writing our investment philosophy, process, and outlook; and access relevant performance and other attribution data
• Understand and analyze performance attribution and assist with reporting and commentary as needed
• Complete ad hoc projects to support sales and management team as requested
• Strategically develop best-in-class communications materials
• Partner with investment team, operations, legal, and other subject matter experts throughout the firm to coordinate accurate RFP/DDQ responses
• Assist with improvement to and maintenance of standard language in RFP and consultant databases
• Build an in-depth understanding of the firm’s products and strategy and use financial acumen as it relates to RFP materials

Duties, responsibilities, and activities may change at any time.

Note: The firm is currently working in a hybrid environment with 4 days in the office and 1 day remote. You will also have an additional 15 days of remote flexibility that can be used at your discretion.

Qualifications:

• Bachelor's degree required
• 4+ years of experience in financial services industry (asset management marketing and RFP experience)
• Exceptional writing skills
• Proficient with Microsoft Word and Excel