Senior RFP Associate

Pzena Investment Management • New York, NY

25d • $115,000 - $125,000

About The Position

As a member of Marketing & Client Services, the Senior 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 a variety of client and prospect support requests. It reports directly to the RFP Manager.

The position develops and maintains high-quality RFP and client communications, coordinates accurate responses with investment, operations, legal, and other subject matter experts, and supports projects and junior staff. Duties, responsibilities, and activities may change at any time.

Requirements

• Bachelor's degree required.
• At least 5 years of experience in the financial services industry.
• Asset management marketing and/or RFP experience.
• Exceptional writing skills.
• Proficiency with Microsoft Word and Excel.
• Knowledge of investments and financial products.

Nice To Haves

• Experience with Responsive or similar proposal management software.

Responsibilities

• Proactively address RFPs, DDQs, recurring client reporting, and ad hoc client and prospect requests.
• Review, edit, and approve RFPs, DDQs, client reporting, and ad hoc requests.
• Lead ongoing projects, including implementation and maintenance of tools and AI skills, and governance of the RFP library and consultant database.
• Draft responses to new or unique prospect and client questions.
• Provide day-to-day support to junior staff.
• Explain the firm's investment philosophy, process, and outlook in writing, and access relevant performance and attribution data.
• Understand and analyze performance attribution and assist with reporting and commentary as needed.
• Complete ad hoc projects for the sales and management teams as requested.
• Strategically develop best-in-class communications materials.
• Coordinate accurate RFP and DDQ responses with the investment team, operations, legal, and other subject matter experts.
• Help improve and maintain 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 contributions to causes through Charitable Giving and Charitable Matching programs
• Mentorship Program
• Lunch & Learns
• Sponsorship of workgroups and committees to recommend 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: Senior