Responsibilities:
- Craft tailored, persuasive, and high-quality responses to Requests for Proposals (RFPs) to support global business development efforts.
- Complete client and consultant questionnaires/templates accurately and efficiently.
- Update consultant databases with relevant information and ensure data accuracy.
- Conduct research to contribute to monthly and quarterly market commentary.
- Assist with information and data projects as needed.
- Develop a strong understanding of the firm's products, asset classes, investment approach, and corporate platform to effectively address prospect and consultant inquiries.
- Maintain and enhance the RFP database (Qvidian) to streamline response processes.
- Retrieve and analyze data to complete quantitative components of RFPs/RFIs and ensure accuracy and relevance.
Qualifications:
- Bachelor's degree in a relevant field.
- 3-5 years of experience in the investment management industry; prior experience in RFPs, client communications, or a similar capacity is advantageous.
- Demonstrated quantitative and analytical skills, with knowledge of investment performance, fund characteristics, and attribution.
- Proficiency in MS Office suite.
- Strong attention to detail and excellent written and editing abilities.
- Proven ability to thrive in a fast-paced, deadline-driven environment.
- Ability to collaborate effectively within a small-team environment
