RFP Associate

New York, NY. Posted a month ago

The role

You will support new business and service existing clients by completing RFPs, DDQs, and responding to client requests. You will work with the investment, operations, and legal teams to coordinate documentation and communications materials.

What you will do

Address RFPs, DDQs and ad hoc client/prospect requests
Articulate investment philosophy, process, and outlook in writing
Access relevant performance and other attribution data
Understand and analyze performance attribution
Assist with reporting and commentary
Complete ad hoc projects to support sales and management team
Strategically develop communications materials
Partner with investment, operations, and legal teams to coordinate responses
Assist with improvement and maintenance of standard language in databases

Required qualifications

Bachelor's degree
2+ years of experience in financial services industry
Proficient with Microsoft Word and Excel
Exceptional writing skills
Attention to detail

Nice to have

Asset management marketing and/or RFP experience

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 provides equity investment management services for institutional investors, leading corporate, public and individual clients.