Senior RFP Associate

Pzena Investment Management • New York, NY

51d • $115,000 - $125,000 • 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 RFP Manager.

Requirements

• Bachelor’s degree required
• 5+ years of experience in financial services industry
• Must have 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 (preferred)

Responsibilities

• Proactively address Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs), recurring client reporting, and ad hoc client/prospect requests
• Review, edit, and approve RFPs, DDQs, client reporting, and ad hoc client/prospect requests
• Lead on-going projects such as the implementation and maintenance of new tools, AI skills, and RFP library and consultant database governance
• Draft responses to new/unique questions for prospects or clients
• Provide day-to-day support to junior staff
• 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 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 including social events, holiday events, monthly birthday parties, Pizza Thursdays, recharging with healthy snacks, and more.

What This Job Offers

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