Marketing

Job Summary: We are seeking a Marketing to focus on Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) within our organization. This role will be responsible for developing and managing the content and responses to RFPs and DDQs, ensuring that our materials effectively communicate our value proposition to prospective clients. The ideal candidate will have strong writing skills and a solid understanding of financial products and services.

Key Responsibilities:

• Lead the preparation and submission of RFPs and DDQs, ensuring timely and accurate responses to client inquiries.
• Collaborate with investment, operations, and compliance teams to gather necessary information and data for RFP/DDQ responses.
• Maintain a library of standardized responses, case studies, and marketing materials to streamline the RFP/DDQ process.
• Analyze and track RFP/DDQ outcomes, providing insights and recommendations for future submissions.
• Assist in developing marketing collateral that highlights the firm’s capabilities, performance, and investment strategies.
• Stay updated on industry trends, competitive landscape, and regulatory requirements that may impact RFP/DDQ content.
• Support other marketing initiatives as needed, including event planning and digital marketing efforts.

Qualifications:

• Bachelor’s degree in finance, marketing, communications, or a related field.
• 5+ years of experience in a marketing role, preferably in financial services or asset management.
• Strong writing and editing skills, with the ability to convey complex information clearly and concisely.
• Familiarity with RFP and DDQ processes, and understanding of investment products and strategies.
• Excellent organizational skills and attention to detail, with the ability to manage multiple projects simultaneously.