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Associate Director RFP & Consultant Database Team
Associate Director RFP & Consultant Database TeamConfidential • New York, NY, US
Associate Director RFP & Consultant Database Team

Associate Director RFP & Consultant Database Team

Confidential • New York, NY, US
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Overview

Excellent career advancement opportunities at a top performing global alternatives asset management firm. This role is an Associate Director on the Global Marketing Department. The team acts as central source of product information and is a strong contributor to the firm\'s global business development and client retention efforts.

Base pay range

$125,000.00 / yr - $135,000.00 / yr

Additional compensation types

Annual Bonus

Responsibilities

  • Complete Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) across all channels and markets
  • Ensure consistency in messaging and branding across all RFP submissions
  • Collaborate with cross-functional teams to gather data and information needed for RFP responses
  • Review and edit RFP responses from other team members
  • Maintain a database of RFP content and responses for future use
  • Develop Product Information collateral and content for use across distribution efforts
  • Support the update and maintenance of consultant and third-party databases
  • Respond to consultant, client, and prospect ad hoc requests
  • Contribute to the development of RFP best practices and templates
  • Ideal candidate will have 4 – 7 years of experience in a related position with relevant experience completing RFPs / RFIs or similar requests
  • Strong understanding of asset management products and services
  • Excellent writing skills and high quantitative aptitude
  • Effectively manages multiple projects and deadlines
  • Skilled communicator; builds and maintains strong relationships with teams across the firm
  • Detail-oriented and meticulously organized
  • Team player : independent and resourceful with a desire to learn
  • Proficiency in MS Office Suite and RFP management software (e.g., RFPIO)
  • Demonstrate inclusive behavior in support of a culture that values diverse perspective
  • Bachelor's degree in a related field (e.g., finance, business, communications)

Beneficial Skills

  • Knowledge of the asset management industry, including mutual fund and separate account vehicles, the institutional and retail investor base, as well as the broker / dealer, investment advisor and consultant communities
  • Working knowledge of Morningstar Direct, Bloomberg, FactSet and advanced Excel a plus
  • Series 6 or 7 and Series 63 licenses and other professional certifications (e.g., CFA) a plus
  • Qualifications

  • Ideal candidate will have 4 – 7 years of experience in a related position with relevant experience completing RFPs / RFIs or similar requests
  • Strong understanding of asset management products and services
  • Excellent writing skills and high quantitative aptitude
  • Effectively manages multiple projects and deadlines
  • Skilled communicator; builds and maintains strong relationships with teams across the firm
  • Detail-oriented and meticulously organized
  • Team player : independent and resourceful with a desire to learn
  • Proficiency in MS Office Suite and RFP management software (e.g., RFPIO)
  • Demonstrate inclusive behavior in support of a culture that values diverse perspective
  • Bachelor's degree in a related field (e.g., finance, business, communications)
  • Employment type

  • Full-time
  • Seniority level

  • Mid-Senior level
  • Job function

  • Marketing
  • Writing / Editing
  • Project Management
  • Industries

  • Investment Management
  • Financial Services
  • J-18808-Ljbffr

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