Senior RFP Associate

New York, NY. Posted 2 months ago

The role

You will complete RFPs, DDQs, and client support requests to help grow the business. You will also lead projects for tool implementation, RFP library maintenance, and provide support to junior staff.

What you will do

Address RFPs, DDQs, recurring client reporting, and ad hoc requests
Review, edit, and approve RFPs, DDQs, and client reporting
Lead implementation and maintenance of new tools, AI skills, and RFP library
Draft responses to new or unique questions for prospects or clients
Provide day-to-day support to junior staff
Articulate investment philosophy, process, and outlook in writing
Analyze performance attribution and assist with reporting and commentary
Complete ad hoc projects to support sales and management team
Develop communications materials
Partner with investment, operations, and legal teams to coordinate responses

Required qualifications

Bachelor’s degree
5+ years of experience in financial services industry
Asset management marketing and/or RFP experience
Exceptional writing skills
Proficiency with Microsoft Word and Excel
Knowledge of investments and financial products

Nice to have

Experience with Responsive or similar proposal management software

Benefits

Additional health cover
Life assurance
Income protection
Pension
Firm contributions to Charitable Giving and Charitable Matching programs
Mentorship Program
Lunch & Learns
Sponsoring workgroups and committees
Team building activities
Social events
Holiday events
Monthly birthday parties

Before you apply

Pzena Investment Management will not sponsor an applicant for employment authorization for this position

About the company

Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $85 billion in global equity assets. The firm has over 170 employees and is based in Manhattan with additional offices in London, Dublin and Melbourne.