Marketing Specialist - Data/Database, RFP

William Blair•Chicago, IL

About The Position

William Blair is seeking a highly motivated Marketing Specialist to support the Investment Management RFP and data/database team. This role involves completing and maintaining information in third-party databases, responding to Requests for Proposals (RFPs) and consultant questionnaires, and collaborating with internal teams to ensure accurate and favorable representation of William Blair's products and services. The specialist will also manage an RFP library, act as a subject matter expert for data consistency, and apply analytical skills to support business development and client service efforts.

Requirements

Project management and prioritization skills
Ability to collaborate across multiple functions
Strong analytical skills
Strong written and verbal communication skills
Attention to detail and quality
Knowledge of investment concepts, products and applicable regulations
Proficiency in Microsoft Office
Ability to learn multiple types of systems and industry standard data sources

Nice To Haves

Bachelor's Degree in Finance or Marketing related field preferred
Some experience or internship in asset management marketing preferred
Financial services industry experience preferred

Responsibilities

Completing and maintaining information on Investment Management division in third-party databases.
Applying analytical skills to evaluate and complete custom data requests for IM business development, client service, and portfolio teams and other internal customers.
Responding to Requests for Proposal (RFPs) and consultant questionnaires.
Collaborating with Investment Management business development and client service staff to evaluate appropriate information for qualitative responses, distinguish William Blair products and services from competitors, and assemble and deliver responses.
Coordinating implementation and maintenance of RFP library for documentation and future reference.
Working independently with subject matter experts to maintain current and approved library of responses.
Monitoring and updating third-party database providers and acting as subject matter experts for similar data in RFPs to ensure consistency within proposals.
Applying foundational analytical expertise to support business development and client service teams across Investment Management.
Independently managing projects to ensure data is correct and deadlines are met.
Evaluating data from multiple systems to coordinate appropriate data results.
Building knowledge of William Blair institutional investment strategies and products.
Obtaining information on investment philosophy, features, and performance of specific investment products.
Collaborating with RFP team for questionnaire response workflows and activities.
Ensuring requests are completed within established timeframes.
Independently working with subject matter experts on unique qualitative and quantitative answers.
Maintaining the RFP database for documentation and future reference.
Recommending appropriate responses to sales and marketing staff in accessing reference information.
Independently responding to ad hoc requests for information.
Ensuring all activities are in compliance with applicable rules, regulations, policies, and procedures.