Position Overview:

As a member of Marketing & Client Services, you will have critical interaction with all members of the team in supporting new business and servicing existing clients. You will be responsible for completing RFPs/DDQs and responding to a variety of client/prospect support requests to help grow our business. This role will report directly to the Manager of Business Development & Client Services Operations.

Core Responsibilities:

Proactively address Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs) and ad hoc client/prospect requests, and complete all corresponding documentation
Articulate in writing our investment philosophy, process, and outlook; and access relevant performance and other attribution data
Understand and analyze performance attribution and assist with reporting and commentary as needed
Complete ad hoc projects to support sales and management team as requested
Strategically develop best-in-class communications materials
Partner with investment team, operations, legal, and other subject matter experts throughout the firm to coordinate accurate RFP/DDQ responses
Assist with improvement to and maintenance of standard language in RFP and consultant databases
Build an in-depth understanding of the firm’s products and strategy and use financial acumen as it relates to RFP materials

Duties, responsibilities and activities may change at any time.

Qualifications

Bachelor's degree required
2+ years of experience in financial services industry (asset management marketing and/or RFP experience preferred)
Proficient with Microsoft Word and Excel.
Exceptional writing skills and attention to detail.

Competencies:

Diligence & Attention to Detail: demonstrate accuracy and thoroughness; monitor own work to ensure quality control of all work product.
Planning & Organizing: proactively prioritize and plan tasks; use time efficiently; maintain strong organizational habits.
Interpersonal Skills & Teamwork: a collaborative team player who is professional, respectful, honest, open to new ideas, and willing to pitch in wherever needed to get the job done well.
Communication: communicate clearly and professionally across all formats; produce polished and complete documents; present data effectively.
Dependability: consistently a productive and positive team member; respond to direction and developmental feedback and solicit feedback to improve performance.
Initiative: take ownership and accountability, seek out additional responsibilities, and work toward goals with growing independence.
Results Oriented: understand and analyze work product; apply critical thinking to ensure accuracy of deliverables.
Problem Solving: identify the cause and effect of issues and analyze internal and external information to arrive at appropriate solutions.

Salary Range: $95,000 - $110,000

The actual base salary may vary depending on factors, including, but not limited to location, work experience, education, training, skill level, and market conditions. At Pzena Investment Management, base salary is just one component of the total compensation, which may include, year-end discretionary bonus and employee benefits.

At this time, Pzena Investment Management will not sponsor an applicant for employment authorization for this position.

Pzena Investment jobs

Active Roles Feed

RFP Associate