Analyst, RFP
About The Position
The Global Consultant Database team supports new business and client service efforts of our Distribution groups that include services for institutional and retail clients and prospects. The Team supports the business efforts by maintaining investment databases, owning critical data sets used to answer RFPs, DDQs and client inquiries, and by building process efficiencies to provide high quality services to key stakeholders, clients and prospects. Additionally, the team maintains third party and consultant databases and works on ad hoc projects in support of the firm’s overall sales, client service and marketing efforts. The Global Database team analyst will be part of the Firm profile sub team and will help to maintain and manage the Firm AUM and Firm Personnel data collected to meet the requirements of the external consultant databases as well as helping answer firm related quantitative questions received by the Global RFP team and external surveys. The role will require interaction with internal data providers ensuring that the data is supplied in a timely manner, checking its consistency and accuracy and communicating any fundamental changes to the data. You will also be responsible for updating and creating standard reports along with updating and helping develop the visualization tools used by the firm.
Requirements
- 1-2 years related work experience; RFP experience preferred but not essential.
- Bachelor’s degree, Economics/Communications/English/Liberal Arts preferred; some exposure to Economics or Finance courses or interest in the markets preferred but not required
- Experience with MS Excel and SQL but not essential
- Knowledge of data visualization tools a plus, Power BI and Tableau
- Ability to investigate and manipulate large amounts of data from various sources within strict deadlines
Responsibilities
- Collect and collate Firm level Aum and personnel data
- Deliver high-quality, accurate, and timely data to external consultant databases as well as members of the Global RFP team
- Ensure the consistency and integrity of the data collected.
- Updating of standard reports and visualization dashboards.
Benefits
- Flexible paid time off
- Hybrid work schedule
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
