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

• 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.

• Responds to request for proposals and due diligence questionnaires for Mutual Funds and Separately Managed Accounts across Active and Passive asset class

• Works to project manage RFP / RFI / DDQ questionnaires to ensure timely submission

• Draft new content with information available and / or by collaborating with various subject matter experts within the client team

• Liaise with Sales, Product Specialists, Legal, Compliance and other relevant departments to collate required information

• Contribute to the maintenance of content database by updating the tool with accurate information

• Assist with quantitative and qualitative ad-hoc data requests