Business Development Investor Relations Marketing Support Product Analyst Business Development Investor Relations Marketing  …

Green Key Resources
in New York, NY, United States
Permanent, Full time
Last application, 28 Mar 20
Green Key Resources
in New York, NY, United States
Permanent, Full time
Last application, 28 Mar 20
The Product Analyst will join a team that support business development efforts. The role is essential to the Firm’s Business Development efforts. Primary responsibilities include the preparation of RFP & RFIs, completion of consultant and client due diligence questionnaires and updates, content maintenance, consultant databases and other ad-hoc requests. This is a great opportunity to learn about the firm from front to back and gain technical knowledge across asset classes.


  • Prepare and complete RFP/RFIs for both institutional and intermediary distribution channels
  • Respond to due diligence questionnaires and ad-hoc information and data requests
  • Maintain complete ownership of processes
  • Complete consultant and client questionnaires
  • Establish and manage work flows to meet all internal and external deadlines
  • Ability to coordinate and work with other areas of the Firm and effectively as part of a team
  • Initiate innovative ideas and creative approaches to help increase efficiency and further the goals of the Firm and Distribution department
  • Keep abreast of firm product direction to ensure materials accurately reflect this
  • Assist with narrative maintenance in consultant databases as needed by working with internal Product and Moody’s Edge teams
  • Assist in maintaining RFP language/content management system (Qvidian) as needed.


Basic Qualifications:

  • Bachelor’s degree preferably in Business / Finance / Marketing / Economics
  • 2-5 years of relevant work experience writing RFPs/DDQs and familiarity with consultant databases
  • Strong attention to detail while providing accurate and timely responses
  • Proven ability to multi-task and see tasks through to completion
  • A high level of proficiency with Word, Excel, Internet and Web-Based Databases.
  • Strong written and verbal communication skills; ability to build relationships and communicate effectively with employees at all levels and across the Firm globally


Preferred Qualifications:

  • Experience with Qvidian or other content management systems
  • Knowledge of marketing software such as SalesForce
  • Experience with analytics tools, such as eVestment, Callan or Morningstar
  • Experience with Consultant Database maintenance