Working for a top Asset Manager
Senior RFP Associate
in Financial Services PermanentJob Detail
Job Description
Your responsibilities will include, but are not limited to the following:
▪ Write a high volume of Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence
Questionnaires (DDQs) and client updates for Institutional and Retail prospects/clients.
▪ Work with other departments within the firm to facilitate the suitability review and timely completion of
RFPs/RFIs.
▪ Effectively manage the review/draft process from kickoff to completion, taking full ownership of the
document from start to finish.
▪ Effectively write technical investment material.
▪ Add value/knowledge to proposals by understanding the prospect / client’s needs and customizing
responses to suit their goals.
▪ Develop solid knowledge about the firm and its operations to effectively coordinate information from
various departments while completing RFPs/RFIs or ad hoc client and consultant requests.
▪ Contribute to writing and maintaining firm and product language in RFP software, Qvidian.
▪ Manage the updating of all content and messaging on a quarterly/monthly/ad hoc basis.
▪ Working closely with Compliance to ensure materials are record kept and approved before distribution.
▪ Providing value-added service to Distribution teams in the production of materials.
Your Required Skills
Your required skills must include:
▪ Bachelor’s Degree
▪ CFA a significant plus
▪ A minimum of 5 years of RFP experience in investment management
▪ Direct experience creating technical, strategy-focused RFP content is a plus
▪ Strong understanding of the investment management business including basic product categories and
distribution channels
▪ Must have strong writing, communication, interpersonal, and organizational skills as well as a keen
Required skills
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Opportunity to work for a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for their clients.