Marketing Specialist - Data/Database, RFP

William Blair•Chicago, IL

3d•$70,000 - $75,000

About The Position

William Blair is seeking a highly motivated Marketing Specialist to support the Investment Management RFP and data/database team with project completion based on workflow demands. This role involves maintaining information in third-party databases, handling custom data requests for various internal teams, and responding to Requests for Proposal (RFPs) and consultant questionnaires. The specialist will collaborate with business development and client service staff to craft qualitative responses, differentiate William Blair's offerings, and manage an RFP library. Key responsibilities include updating third-party databases, ensuring data consistency in proposals, applying analytical skills to support business development and client service, and building knowledge of William Blair's investment strategies and products. The role also entails collaborating with the RFP team, managing unique qualitative and quantitative answers with subject matter experts, and maintaining the RFP database for future reference. All activities must comply with applicable rules and regulations.

Requirements

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

Responsibilities

Completing and maintaining information on Investment Management division in third-party databases and applying analytical skills to evaluate and complete custom data requests for IM business development, client service, and portfolio teams and other internal customers
Respond to Requests for Proposal (RFPs) and consultant questionnaires.
Collaborate 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 which portray William Blair in the most favorable perspective.
Coordinate implementation and maintenance of RFP library for documentation and future reference and work independently with subject matter experts to maintain current and accurate approved library of responses
Monitoring and updating third-party database providers and act as subject matter experts for similar data in RFPs to ensure consistency within proposals.
Apply foundational analytical expertise to support business development and client service teams across Investment Management. Requires independent management of projects to ensure data is correct and deadlines are met. Requires ability to evaluate data from multiple systems to coordinate appropriate data results.
Build knowledge of William Blair institutional investment strategies and products. Obtain information on investment philosophy, features and performance of specific investment products.
Collaborate with RFP team for questionnaire response workflows and activities. Ensure that requests are completed within established timeframes and independently work with subject matter experts on unique qualitative and quantitative answers.
Maintenance of the RFP database for documentation and future reference. Recommend appropriate responses to sales and marketing staff in accessing reference information. Independently respond to ad hoc requests for information independently.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.