Overview

Our Client, a highly regarded Investment Management firm, seeks an RFP Specialist.

The RFP Specialist is responsible for coordinating all aspects of the RFP process for new business and client retention across a variety of asset classes and investment approaches. The candidate will work closely with subject matter experts internally and externally to complete RFPs, due diligence questionnaires and related requests for information, ensuring consistency in messaging, accuracy in information, and legal and regulatory compliance

Key Responsibilities

  • Complete RFPs, RFIs, DDQs and other data requests from clients, prospects and consultants
  • Ensure consistency in the firm’s image and positioning in the marketplace through development and maintenance of RFP responses and relevant data in internal and external databases
  • Proactively identify areas of improvement and suggest/implement new processes
  • Work with the Sales and Research Teams to understand client/prospect needs and create customized RFP responses
  • Maintain the firm’s RFP database
  • Support and participate in the quarter-end reporting process for the Consultant community (including consultant databases)
  • Assist with other ad-hoc projects as necessary
  • Assist with quarterly marketing production

Required Knowledge & Skills.

  • Exceptional time-management and organizational skills with a strong attention to detail
  • Ability to manage projects consistently with prompt follow-through in a deadline-driven environment
  • Strong reasoning ability (i.e. capacity to understand inner workings of investment strategies, explain them simply, and spot inconsistencies/errors in language and data used to represent them)
  • Strong interpersonal and problem-solving skills
  • Demonstrated ability to effectively communicate both orally and in writing
  • Possess a self-motivated work ethic
  • Ability to maintain sound judgment and professionalism under pressure
  • Ability to balance long-term projects against daily tasks
  • Must be willing and able to follow directions, plus seek help as needed
  • Ability to effectively function in a team environment

Minimum qualifications

  • Bachelor’s degree in a business-related field or equivalent experience
  • Three years RFP experience
  • Three to five years of experience working in the financial services industry, preferably with an investment adviser, broker dealer, or consulting firm
  • Series 6 or 7 preferred
    • If candidate does not already have the series 6 or 7 they must take it within 120 days of employment and take the series 63 within 180 days of employment
  • Experience with RocketDocs (PMAPS) or other RFP database
  • Proficiency with Microsoft Office Suite
  • Experience working with a subadvised business model a plus
  • Experience with Morningstar Direct and/or FactSet a plus

Interested or know someone that might be? Send resumes to Heather@ComplianceSearch.com

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