Sr. RFP Specialist

  • competitive
  • Conshohocken, PA, USA
  • Permanent, Full time
  • AMG Funds
  • 23 Sep 16

Promotes the sale of mutual funds and separately managed accounts through the completion of Request for Proposal (RFP) responses for new business and client retention opportunities. Works closely with head office staff at Broker Dealer (BD), Independent Broker Dealer (IBD), and Registered Investment Advisor (RIA) and Consulting firms. Provides overall support for the Company’s National Accounts efforts.

• Independently respond to new business RFP requests and annual/quarterly/monthly due diligence  questionnaires
• Maintain internal database of RFP responses
• Maintain standard boilerplate responses, such as company history and key personnel bios, which can be used repeatedly
• Collaborate with internal subject matter experts as well as Affiliates / subadvisors to craft accurate responses to customized questions
• Disseminate information internally regarding progress of RFPs and related requests for information
• Review, update and maintain monthly/quarterly data in online Consultant Databases
• Work with investment research team to develop strong industry and product knowledge
• Assists with ad-hoc projects

• Excellent organizational skills with strong attention to detail
• Strong work ethic with commitment to quality
• Ability to work on multiple high priority requests simultaneously
• Capacity to learn quickly and adapt to changing priorities
• Ability to work in a collaborative team environment
• Excellent written and verbal communication skills
• Communicates effectively with colleagues
• Proficient in Microsoft Word, Excel and PowerPoint / ability to learn new programs and databases quickly  

• Bachelor’s degree in a business-related major required
• 3-5 years financial services experience with at least 1 year RFP exposure required
• Experience working with Broker Dealer (B/D), Independent Broker Dealer (IBD), Registered Investment Advisor (RIA) & Consulting firms preferred
• Experience with online Consultant Databases (eVestment, Mercer, Callan, Cambridge, Wilshire)
• Familiarity with Microsoft SharePoint a plus