RFP Associate

Pzena Investment Management • New York, NY

25d • $95,000 - $110,000

About The Position

As a member of Marketing & Client Services, the RFP Associate interacts with team members to support new business and service existing clients. The role is responsible for completing RFPs and DDQs and responding to client and prospect support requests to help grow the business. It reports directly to the Manager of Business Development & Client Services Operations.

The Associate writes about the firm’s investment philosophy, process, and outlook; accesses relevant performance and attribution data; and helps analyze performance attribution and prepare related reporting and commentary. The role also develops communications materials, coordinates accurate questionnaire responses with internal subject matter experts, and maintains standard language in RFP and consultant databases. A strong understanding of the firm’s products and strategy, along with financial acumen, is needed to support RFP materials. Duties and responsibilities may change at any time.

Requirements

• Bachelor’s degree.
• At least 2 years of experience in the financial services industry.
• Proficiency with Microsoft Word and Excel.
• Exceptional writing skills and attention to detail.
• Demonstrated diligence, accuracy, thoroughness, and quality control.
• Strong planning, prioritization, organization, and time-management skills.
• Collaborative, professional interpersonal and teamwork skills.
• Clear and professional communication skills, including producing polished documents and presenting data effectively.
• Dependability and openness to direction and developmental feedback.
• Initiative, accountability, and willingness to take on additional responsibilities.
• Critical thinking and analytical skills to ensure accurate deliverables.
• Problem-solving skills, including identifying causes and effects and analyzing information to find appropriate solutions.

Nice To Haves

• Asset management marketing experience.
• RFP experience.

Responsibilities

• Proactively address RFPs, DDQs, and ad hoc client and prospect requests, completing the corresponding documentation.
• Write about the firm’s investment philosophy, process, and outlook, and access relevant performance and attribution data.
• Understand and analyze performance attribution and assist with reporting and commentary as needed.
• Complete ad hoc projects to support the sales and management teams.
• Strategically develop communications materials.
• Partner with the investment team, operations, legal, and other firm subject matter experts to coordinate accurate RFP and DDQ responses.
• Assist with improving and maintaining standard language in RFP and consultant databases.
• Build an in-depth understanding of the firm’s products and strategy and apply financial acumen to RFP materials.

Benefits

• Additional health cover.
• Life assurance.
• Income protection.
• Pension.
• Firm Charitable Giving and Charitable Matching programs.
• Mentorship Program.
• Lunch & Learns.
• Workgroups and committees focused on recommending business improvements.
• Team-building and social events, holiday events, monthly birthday parties, Pizza Thursdays, and healthy snacks.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level