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Strong employer brand, mid-level (3-5yrs), metro location, and generalist pre-sales role increase competition.
Requires asset management product and DDQ knowledge, limiting cross-industry transferability.
Mandatory 3–5 years, MBA preference and asset management experience increases filtering stringency.
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Coordinate and ensure timely, accurate completion of new business RFPs and client DDQs for ETFs and U.S. retail products including mutual funds, SMAs, and subadvised funds.
Maintain quality oversight of responses with proactive communication on potential issues; support efficiency initiatives including automation and standardization.
Collaborate cross-functionally with Strategy, Sales, Operations, Legal & Compliance, HR, and others; maintain and audit RFP content management system.
3 to 5 years of relevant experience in investment management, asset management, or financial industry.
Postgraduate degree required: MBA (Finance) from a reputable institute.
Strong written and verbal communication skills are required.
Work Experience Required: 3 to 5 years in related financial services roles.
Experienced in managing RFP and DDQ processes within fast-paced global financial services environments.
Skilled at coordinating multiple stakeholders and managing tight deadlines with attention to detail.
Comfortable working with financial products across various asset classes and geographies with proficiency in project management and collaborative content creation.