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Mid-level, metro role with moderate brand and niche RFP/DDQ skill requirements.
Requires asset-management RFP/DDQ experience, making cross-industry transfers difficult.
Explicit 3–5 years asset-management RFP experience and tool knowledge moderately tighten filters.
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Manage and complete RFPs, RFIs, DDQs and related documents across multiple actively managed asset classes to support new business growth and maintenance of existing business.
Ensure accurate and timely submission of questionnaires while maintaining and updating qualitative content databases.
Collaborate with subject matter experts and contribute to process improvements for enhanced efficiency and long-term value.
Bachelor’s degree in Finance, Economics, Business or related field; MBA (Finance) preferred.
3-5 years of experience in RFP processes within a global asset management firm.
Strong written and spoken English with advanced skills in Word (editing) and Excel.
Work location requires at least 3 days per week in office; support for disability accommodations available.
Experience in institutional RFP writing specifically for active asset management strategies.
Demonstrated project management skills with ability to handle multiple deliverables and deadlines independently.
Proven track record of leading teams, driving strategic initiatives, and improving processes in a client-facing environment.