Associate, RFP Operations

Job Description

Job Description REPORTING RELATIONSHIP Reports to: Head of RFP Operations, Global Client Solutions (Los Angeles) PRIMARY FUNCTIONS & RESPONSIBILITIES Manage the coordination of quarterly updates to qualitative and quantitative data throughout the library within the proposal management tool and across various materials. Support content management by assisting with library maintenance by updating language while ensuring integrity and quality, and removal of outdated or duplicate entries. Update personnel data across multiple files on a quarterly basis and assist with the population of personnel tables included within RFPs and DDQs, as needed. Liaise with internal teams to ensure biographies are maintained and up to date in the content database. Create and maintain automated templates for strategies and key exhibits for use in RFPs. Facilitate collaboration with internal teams to obtain data, supporting documentation, and other response information as needed. Assist with reviewing quantitative information including performance, AUM and characteristics at the firm and strategy level for accuracy. Collaborate with subject matter experts to ensure content is up to date and obtain latest collateral to support RFP efforts. Support special projects that advance RFP Team initiatives. Builds a thorough understanding of the firms products and investment strategies to facilitate the data request needs for in-bound ad-hoc information requests. Ability to prioritize and multi-task under the pressure of deadlines and across time zones to drive process and results. QUALIFICATIONS Education: A Bachelor s degree is required, preferably with a major in Accounting, Economics, Political Science, Finance, General Business or Management, and outstanding academic achievement. Experience Required: 4+ years of financial industry experience in an investor operations or reporting role and experience/knowledge of due diligence questionnaires and requests for proposals processes. Must be process and detail-oriented, placing a high priority on accuracy with particular focus on qualitative and quantitative accuracy. Problem solver with ability to research solutions and leverage available resources to accomplish the task at hand. Highly organized with a proven ability to handle multiple concurrent assignments. Comfortable working with detailed firm data (including but not limited to personnel, AUM, key statistics, fund details) with the ability to synthesize and provide data. Strong written and verbal communication skills; ability to articulate clear responses. Must be comfortable with email outreach to internal stakeholders at the firm. Experience with formatting and styling of Word/Excel/PDF documents. Desire and ability to work in a dynamic, collaborative team environment with excellent interpersonal skills. Strong work ethic, including proactively addressing projects at hand and reporting on their progress, meeting deadlines for both internal and external stakeholders. Salesforce reporting and dashboard creation experience will be required. Proficiency in proposal management software and tools and PowerBI a plus.