Associate, RFP Operations

Job Description

REPORTING RELATIONSHIP

Reports to: Head of RFP Operations, Global Client Solutions (Los Angeles)

PRIMARY FUNCTIONS & RESPONSIBILITIES

• Effectively manage RFP content, ensuring integrity and quality by adding new records and updating existing content to our content database on an ad hoc and quarterly basis.
• Manage the coordination of qualitative and quantitative key stats updates throughout the content database and across various materials on a quarterly basis.
• Coordinate the completion and approval of standardized due diligence questionnaires.
• Maintain and update personnel data across multiple files utilized for RFPs and DDQs on a quarterly basis.
• Assist with the population of personnel tables included within RFPs and DDQs, and spearhead of completion of DEI questionnaires.
• Liaise with other internal support departments to obtain data, supporting documentation, and other responsive information as needed.
• Work with outsourced consultant database population vendor for all active strategies; review/audit qualitative and quantitative firm / strategy information including performance, AUM and characteristics.
• Builds a thorough understanding of the firm's products and investment strategies to facilitate the accurate and consistent creation of proposals.
• Strong project management skills with the ability to streamline and develop new processes in partnership with the broader global team.

QUALIFICATIONS

Education: 

• A Bachelor’s degree is required, preferably with a major in Accounting, Economics, Political Science, Finance, General Business or Management, and outstanding academic achievement.

Experience Required:  

• 4+ years of financial industry experience in an investor relations role and experience with due diligence questionnaires and requests for proposals.
• Must be process and detail-oriented, placing a high priority on accuracy with particular focus on qualitative and quantitative accuracy.
• Highly organized with a proven ability to handle multiple concurrent assignments.
• Comfortable working with detailed personnel and AUM data with the ability to synthesize and provide data.
• Strong written and verbal communication skills; ability to articulate clear responses.
• Experience with formatting and styling of documents.
• Desire and ability to work in a dynamic, collaborative team environment with excellent interpersonal skills.
• Strong work ethic including proactively addressing projects at hand and improving processes.
• Problem solver with ability to research solutions and leverage available resources to accomplish the task at hand.
• I have a proficiency with Microsoft Office Suite, and experience with Salesforce, Loopio RFP software, Tableau, and PowerBI a plus.

Reporting Relationships

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.