Education/ Experience and Skill Requirement
Bachelor’s or Master’s degree in Finance, Economics or Business CFA Level I, II, or III
Exceptional writing, speaking, proof-reading, and organizational skills
Familiarity with asset management industry and functions
Proficiency in Microsoft Word, Excel, and PowerPoint applications
High-level of comfort in dealing with all levels of Sr. Management
1-3 years’ experience within the asset management industry is preferred; Existing knowledge or interest in asset management industry and familiarity with industry jargon
Strong work ethics, commitment to excel and proven ability to work with minimum supervision in a fast-paced and unstructured environment.
Strong team-player with the ability to work independently
Ability to work on several tasks while adhering to strict deadlines
Prior RFP experience within the asset management industry / Mutual Funds would be a plus
Responsibilities
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As an RFP Writer you will be responsible for preparing proposals and other documents for our asset management clients on their investment products and services.
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Responds to request for proposals and due diligence questionnaires for Mutual Funds and Separately Managed Accounts across Active and Passive asset class
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Works to project manage RFP / RFI / DDQ questionnaires to ensure timely submission
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Draft new content with information available and / or by collaborating with various subject matter experts within the client team
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Liaise with Sales, Product Specialists, Legal, Compliance and other relevant departments to collate required information
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Contribute to the maintenance of content database by updating the tool with accurate information
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Assist with quantitative and qualitative ad-hoc data requests