Operations & RFI Associate

B.F. Saul Company•Bethesda, MD

8d•$85,000 - $105,000

About The Position

The Client Services Operations & RFI Associate supports Relationship Managers in maintaining and developing strategic relationships with investors and their advisors. The role coordinates and reviews investor RFIs, DDQs, and RFPs, and provides support for marketing initiatives, client onboarding, capital tracking, management reporting, and periodic client and consultant information requests. The position works across ASB teams and with external stakeholders to promote coordination, transparency, accuracy, efficiency, and timely client service. Approximately 60% of the role focuses on RFI/DDQ/RFP activities, with approximately 40% devoted to client services support. The role also provides backup coverage for other client service operations duties as needed, which may represent a meaningful portion of the work due to seasonal or variable workflows.

Requirements

Minimum of 7 to 10 years of client service-related experience as described in the posting.
Support-oriented, collaborative team-player approach and motivation to complete tasks in a fast-paced, knowledge-based business while supporting and taking direction from three client Relationship Managers.
Proven success in setting and achieving goals.
Excellent written and verbal communication skills, with the ability to communicate effectively with internal and external clients at all levels.
Proactive, organized, energetic self-starter willing to work hands-on across capital-raising support and client relations activities.
Ability to make decisions, prioritize and manage multiple tasks, and meet deadlines in a fast-moving environment.
High proficiency in Microsoft Excel, Word, and PowerPoint, and understanding of and ability to administer relationship databases such as Salesforce.
Ability to work extended hours as necessary.

Nice To Haves

Bachelor’s degree in marketing or business is desired but not required.

Responsibilities

Coordinate and review RFI, DDQ, and RFP responses for institutional investors and their advisors, ensuring accurate, timely, high-quality, error-free deliverables.
Maintain and update RFI response content, tranches, source files, and standard response language; compile existing language and draft new content as needed, working with subject matter experts.
Develop knowledge of ASB investment products, including the Allegiance Real Estate Fund, and other real estate investments as appropriate.
Complete DDQs and maintain the Firm’s sample DDQ, coordinating cross-functionally to meet client due diligence deadlines.
Serve as ASB’s lead contact with State Street for RFI, DDQ, and RFP data fulfillment, and manage wire transfer instruction updates and verification.
Compile business reports for Relationship Managers, executive management, the board, consultants, investors, and prospective investors.
Provide high-touch client service in coordination with trustees and Relationship Managers.
Partner with senior management and portfolio management, capital investment, accounting/finance, and compliance teams.
Coordinate with Accounting and Legal to track client onboarding, mergers, name changes, capital call correspondence, and wire confirmations; support client-related external auditor requests, side letters, and internal audits with Legal.
Track and reconcile quarterly capital activity, including capital queues, and oversee tracking for LP clients in coordination with trustees and Accounting.
Prepare and maintain the quarterly Client Directive Letter package, tracking client directives and coordinating reviews with Accounting, Legal, CCT, and Compliance.
Maintain Salesforce records, including contacts, market values, commitments, redemptions, and performance data.
Serve as an internal Salesforce expert and use its reporting capabilities to generate business and management insights, including dashboards.
Use Excel reporting and data analysis tools to produce clear business and management reports.
Oversee the [email protected] inbox and log and track client communications requiring action or a response.
Support on-site investor meetings, including coordinating external vendors as needed, and support conference participation as requested.
Provide backup for key client service operations duties, including binding presentation books and constant contact distributions, as needed.