RFP Specialist, Senior Associate

Guggenheim Investments • New York, NY

21h • $120,000 • Onsite

About The Position

The position will report to the RFP Manager and be part of a team responsible for sourcing, creating, and maintaining responses for product and strategy specific questions about the firm with an emphasis on Fixed Income. The team is responsible for completing Request for Proposals (“RFPs”) and Due Diligence Questionnaires (“DDQs”) for prospects and clients to assist in cultivating new business opportunities globally and by protecting existing business with ongoing client service needs and requirements. The role will involve liaison with colleagues in the Americas, Europe, and Asia to coordinate and ensure accuracy, consistency, and timely delivery of responses. This position is located in our New York City office, full-time.

Requirements

• Bachelor’s degree
• 2-4 years of experience, preferably with a demonstrated interest in financial services
• Deadline-oriented, with comfort managing multiple projects at once
• Excellent writing, editing and proofreading skills.
• Excellent proficiency in Microsoft Office with a focus on Excel and Word
• Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.

Nice To Haves

• Bachelor’s degree in English, Communications, Marketing, Business, Economics, or similar major
• Strong understanding of fixed income, equities, and alternatives with a focus on Core Fixed Income, High Yield, Bank Loan, and Structured Credit
• Strong process management skills and attention to detail
• SQL understanding preferred
• Desire to learn and become a strong individual and team contributor with exceptional interpersonal and communication skills

Responsibilities

• Assist in production of high-quality RFPs and DDQs in coordination with sales and client service personnel.
• Maintain and enhance database processes, queries, and automation.
• Manage to internal processes and deadlines across multiple contributing teams.
• Develop strong working relationships with sales, client service, investments, legal, compliance and administration groups to ensure that the content within the deliverables is accurate and responsive to the questions.
• Demonstrate a solid understanding of the firm’s strategies and product offerings.
• Edit and draft new language on the firm and products for existing and prospective clients.
• Update responses to standard language within the RFP database.
• Ensure consistency of messaging and positioning across channels and regions.
• Identify, escalate, and implement process improvements and enhancements.

What This Job Offers

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