Collaborate with various departments to manage and respond to client reporting, RFPs, RFIs, and DDQs efficiently.
Ensure accuracy and timeliness in maintaining consultant and third-party databases with firm-level data.
Develop strategic proposal content and investment process language with subject matter experts.
Assist in creating and editing marketing and client service collateral materials.
Work in a hybrid environment requiring strong organizational and communication skills.
Opportunity to contribute to the marketing strategies of a dynamic asset management firm.
Key Responsibilities & Duties
Prepare, write, and respond to RFPs, RFIs, DDQs, and other client data requests. Maintain and update responses in the RFP database and ensure content accuracy. Collaborate with internal teams to manage the RFP process and develop strategic content. Edit peer RFPs and DDQs to ensure quality and consistency. Update consultant databases with accurate and timely product and firm-level data. Liaise with Sales, Product Management, Compliance, and other departments to meet client needs. Assist in preparing and maintaining marketing and client service materials. Job Requirements
Bachelor's degree in Business, Economics, Finance, Marketing, or related field preferred. 3-7 years of experience in marketing, product marketing, or RFP within the asset management industry. Proficiency with RFP platforms like RocketDocs and advanced Excel skills. Strong understanding of investment concepts and fund structures. Highly organized, detail-oriented, and capable of managing multiple projects under tight deadlines. Excellent communication skills for translating technical information into client-ready messaging. Ability to interact effectively with all levels of staff and clients. Knowledge of Microsoft Office and familiarity with consultant databases like eVestment.
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Prepare, write, and respond to RFPs, RFIs, DDQs, and other client data requests. Maintain and update responses in the RFP database and ensure content accuracy. Collaborate with internal teams to manage the RFP process and develop strategic content. Edit peer RFPs and DDQs to ensure quality and consistency. Update consultant databases with accurate and timely product and firm-level data. Liaise with Sales, Product Management, Compliance, and other departments to meet client needs. Assist in preparing and maintaining marketing and client service materials. Job Requirements
Bachelor's degree in Business, Economics, Finance, Marketing, or related field preferred. 3-7 years of experience in marketing, product marketing, or RFP within the asset management industry. Proficiency with RFP platforms like RocketDocs and advanced Excel skills. Strong understanding of investment concepts and fund structures. Highly organized, detail-oriented, and capable of managing multiple projects under tight deadlines. Excellent communication skills for translating technical information into client-ready messaging. Ability to interact effectively with all levels of staff and clients. Knowledge of Microsoft Office and familiarity with consultant databases like eVestment.
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