Confidential
Associate Director RFP & Consultant Database Team
Confidential, New York, New York, us, 10261
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
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