Development, preparation and oversight of customized responses to Request for Proposals (RFPs) from prospective and existing clients; questionnaires for consultants; special requests for clients; and regular and ad hoc reports for Client Service, Marketing and Consultant Executives from emanation to completion.
Work closely with Product Managers and subject matter experts from different departments to craft language to be used in all RFP responses, and develop specific reports.
Update and maintain Consultant Databases with product-specific and company information.
Prepare monthly and quarterly data files for departmental use (e.g., AUM by sector , client and account gain/loss, portfolio characteristics, etc).
Use of Qvidian RFP software, Microsoft Word and Excel for document preparation, and various custom Firm software for other data.
Interface across departments to resolve issues (e.g., resolving data consistency issues between CS/Marketing and Investment Support departments).
Cultivation of relationships with Product Managers, Client Service Executives, and other departments to facilitate responses needed to complete the RFP process (product knowledge is a plus).
Excellent writing skills
Intermediate knowledge of Excel and strong quantitative skills
Strong organization skills and a keen attention to detail
Excellent communication and interpersonal skills
Demonstrated computer proficiency with Microsoft Office applications
Undergraduate degree or equivalent. Previous RFP experience a plus.