MIM Associate Institutional Client Group

MetLife, Inc.•Philadelphia, PA

40d•$100,000 - $112,000•Hybrid

About The Position

Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the world, with approximately $600 billion in combined managed assets. MIM has been ranked a "Best Places to Work in Money Management" by Pensions & Investments for four consecutive years and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including private equity and real estate. Visit us at www.metlife.com/investments to learn more. The Institutional Client Group (ICG) is responsible for driving the firm's strategy and business development efforts with institutional investors and consultants, globally. Within ICG, the Distribution Support Group (DSG) is responsible for supporting our Sales and Relationship Management professionals in completing Requests for Proposals (RFPs), Requests for Information (RFIs) and Operational Due Diligence (ODD) questionnaires to support new business generation and existing client care. In addition, DSG ensures that MIM's investment strategies are consistently populated to institutional consultant databases to assist our Consultant Relations team in successfully driving product approvals and supporting the ongoing due diligence of MIM's investment capabilities. The RFP (Request for Proposal) Project Manager is responsible for creating and managing proposal documents in support of new business development while also promoting the firm's investment capabilities and value proposition to prospective institutional clients and strategic consultant partnerships. This role is vital in driving business growth by effectively communicating the firm's expertise and securing new institutional mandates.

Requirements

3-5 years of related investment industry experience
Strong time management skills with the ability to manage multiple projects and switch between tasks
Results driven with an ability to thrive in a deadline-oriented atmosphere
Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail
A team player who is willing to learn new things, take on additional responsibilities, solve problems and overcome obstacles

Nice To Haves

Bachelors degree - required; Finance, Economics, Marketing or related field preferred
Experience using Responsive (SRM) and Salesforce (CRM)
Proficiency in Microsoft Word and Excel
Experience with eVestment Analytics/MarketLens
Experience in writing RFPs for institutional asset managers
Existing capital markets/investments knowledge with emphasis on fixed income, private asset, real estate
Team-first mentality

Responsibilities

Draft, edit, and deliver tailored responses for RFPs, RFIs, and DDQs
Collaborate with internal subject matter experts (SMEs) to align proposals with the firm's investment philosophy, client goals, and competitive advantages
Manage multiple RFP projects simultaneously under tight deadlines while ensuring high-quality output
Plan and oversee the entire RFP process, including scope definition, timelines, and stakeholder coordination
Facilitate RFP on-boarding meetings, ensuring key stakeholders are aligned, project timelines are identified, and a comprehensive understanding of the project is articulated
Serve as the primary point of contact both internally and externally as it pertains to the RFP process
With support of SMEs, develop and maintain approved content in the firm's strategic response management (SRM) system - Responsive
Regularly update content to reflect the firm's evolving offerings and market trends
Identify gaps in existing content and proactively work with SMEs and other internal stakeholders
Work closely with SMEs in investments, business development/sales, operations, compliance, technology, etc. to gather insights for proposals
Be a strategic partner to business development teams to support the common goal of securing new revenue generating mandates
Support high-stakes opportunities with customized responses
Stay informed about industry trends, regulatory requirements, and competitor strategies
Benchmark the firm's capabilities against competitors to highlight differentiators in proposals
Track and report on RFP outcomes to refine future processes
Populate and update institutional investment templates databases with accurate firm, strategy, and performance/portfolio data
Ensure consistency across multiple platforms by adhering to database-specific requirements and formats
Conduct regular audits to verify the accuracy and completeness of uploaded data
Work closely with investment teams, marketing, client services, and compliance to ensure alignment on data submissions
Act as a liaison between the firm and database providers to resolve issues or implement updates

Benefits

Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families.
We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability.
We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!

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