RFP Associate

Pzena Investment Management • New York, NY

19h • $95,000 - $110,000 • Onsite

About The Position

As a member of Marketing & Client Services, you will have critical interaction with all members of the team in supporting new business and servicing existing clients. You will be responsible for completing RFPs/DDQs and responding to a variety of client/prospect support requests to help grow our business. This role will report directly to the Manager of Business Development & Client Services Operations.

Requirements

• Bachelor's degree required
• 2+ years of experience in financial services industry (asset management marketing and/or RFP experience preferred)
• Proficient with Microsoft Word and Excel.
• Exceptional writing skills and attention to detail.
• Diligence & Attention to Detail: demonstrate accuracy and thoroughness; monitor own work to ensure quality control of all work product.
• Planning & Organizing: proactively prioritize and plan tasks; use time efficiently; maintain strong organizational habits.
• Interpersonal Skills & Teamwork: a collaborative team player who is professional, respectful, honest, open to new ideas, and willing to pitch in wherever needed to get the job done well.
• Communication: communicate clearly and professionally across all formats; produce polished and complete documents; present data effectively.
• Dependability: consistently a productive and positive team member; respond to direction and developmental feedback and solicit feedback to improve performance.
• Initiative: take ownership and accountability, seek out additional responsibilities, and work toward goals with growing independence.
• Results Oriented: understand and analyze work product; apply critical thinking to ensure accuracy of deliverables.
• Problem Solving: identify the cause and effect of issues and analyze internal and external information to arrive at appropriate solutions.

Nice To Haves

• asset management marketing and/or RFP experience preferred

Responsibilities

• Proactively address Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs) and ad hoc client/prospect requests, and complete all corresponding documentation
• Articulate in writing our investment philosophy, process, and outlook; and access relevant performance and other attribution data
• Understand and analyze performance attribution and assist with reporting and commentary as needed
• Complete ad hoc projects to support sales and management team as requested
• Strategically develop best-in-class communications materials
• Partner with investment team, operations, legal, and other subject matter experts throughout the firm to coordinate accurate RFP/DDQ responses
• Assist with improvement to and maintenance of standard language in RFP and consultant databases
• Build an in-depth understanding of the firm’s products and strategy and use financial acumen as it relates to RFP materials
• Duties, responsibilities and activities may change at any time.

Benefits

• additional health cover
• life assurance
• income protection
• pension
• firm contributions to causes important to our employees through firm Charitable Giving and Charitable Matching programs
• Mentorship Program
• Lunch & Learns
• sponsoring workgroups and committees to recommend business improvements
• team building activities in local offices and as a global firm
• social events
• holiday events
• monthly birthday parties
• Pizza Thursdays
• recharging with healthy snacks

What This Job Offers

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