RFP Associate

Job Summary: The RFP Specialist plays a pivotal role within Client Asset Management's Business, contributing significantly to the firm's efforts in client acquisition and retention. This individual is responsible for the end-to-end creation, editing, and customization of high-quality, persuasive responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant database updates. The role demands a deep understanding of Department's investment capabilities, strategies, and competitive advantages, and the ability to articulate these effectively to institutional clients, prospects, and consultants. The successful candidate will act as a central point of contact, collaborating extensively with various internal teams to ensure all client-facing materials are accurate, consistent, compliant, and tailored to meet specific client and consultant requirements. Key Responsibilities: Proposal Development & Customization: Lead the drafting, editing, and customization of comprehensive and compelling RFPs, RFIs, and DDQs for institutional clients, prospects, and consultants across a diverse range of asset classes, including equities, fixed income, alternative investments (e.g., private equity, hedge funds, real estate), and multi-asset solutions. Ensure all responses are strategically aligned with client needs, highlight Department's unique value proposition, and adhere to brand guidelines and messaging standards. Content Management & Maintenance: Manage and regularly update a centralized content library of standard responses, firm data, product-specific information, and investment narratives. Ensure the accuracy, consistency, and compliance of all content with internal policies and external regulatory requirements. Proactively identify gaps in content and work with subject matter experts to develop new materials. Cross-Functional Collaboration: Serve as a key liaison, working closely with Portfolio Managers, Product Strategists, Sales & Client Relationship Managers, Legal, Compliance, Operations, and Marketing teams to gather necessary information, validate data, and ensure alignment of messaging across all client communications. Facilitate review processes with relevant stakeholders to obtain approvals and ensure accuracy. Project Management: Effectively manage multiple RFP projects concurrently, often under tight deadlines, from initial request receipt through final submission. Develop and maintain project timelines, coordinate input from various internal stakeholders, and track progress to ensure timely and high-quality delivery. Strategic Communication & Messaging: Translate complex investment concepts, market insights, and quantitative data into clear, concise, and persuasive language that resonates with diverse institutional audiences. Develop compelling narratives that differentiate Department's offerings in a competitive landscape. Quality Assurance & Compliance: Conduct rigorous reviews of all materials to ensure accuracy, grammatical correctness, stylistic consistency, adherence to brand guidelines, and full compliance with internal policies and relevant regulatory frameworks (e.g., SEC, Client). Enable Skills-Based Hiring No Skills Client Asset Management (Department) delivers innovative investment solutions through a global, multi- product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. Department is one of the pre-eminent investment management organizations globally. Critical to the success of Department is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Department is seeking to add a highly motivated professional to its Centralized RFP team. This team is primarily focused on the coordination and completion of Request for Proposals ( "RFPs”) and Due Diligence Questionnaires ( "DDQs”) from prospective as well as existing clients. The Centralized RFP team will work closely with professionals across Department's Client Portfolio Management teams (Fixed Income, Quantitative Investment Strategies and Fundamental Equity) and various sales channels to communicate information regarding the firm, product offerings, investment philosophy, and product-specific information to the client via RFPs and DDQs. The RFP Specialists team is responsible for communicating the investment team's investment philosophy, process, product positioning and current market trends to clients and each of Asset Management's key distribution channels globally. Job Description: • Coordinate and complete high quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner • Develop knowledge of industry trends, competitive landscape and investment team's capabilities to facilitate improved client experience • Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups • Learn and communicate the investment team's investment philosophy, process, product positioning and current market trends to internal and external clients. • Assist in developing metrics to track key sales figures including RFP flows, hit rates, etc • Assist with ad hoc projects including technology initiatives to automate reports and other materials. • Assist with performing second level checks for RFP's, DDQ's and 15C's prepared by the Analysts on the team. Basic Qualifications: • Bachelor's/ Master's Degree (Preferred: Master's degree of Finance, Economics, Business or Commerce) • Strong analytical and interpersonal skills • Strong organizational and project management skills • Excellent communication skills both written and verbal • Must be motivated and hard working • Exceptional attention to detail and accuracy • Ability to handle multiple projects, deadlines, personalities, and broad based coverage • Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products • Ability to work in a fast-paced, team-oriented environment • Knowledge of the investment management industry and Department is a plus • Prior content writing experience of 2-3 years is preferable

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