Positions

RFP Marketing Manager

Our client, a global quantitative investment management firm located in the NY metro area, is seeking an experienced RFP professional with 2-5 years of experience in investment management to become a valuable member of a dynamic and growing marketing team. This role reports to the Head of RFP Management and is highly promotable to other related areas within marketing, such as product management, marketing content/ collateral or client services.

About the Job:

  • Coordinate and oversee the preparation of Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs)
  • Prepare RFP/RFI/DDQ responses based on information gathered from internal database tools and acquired industry and company knowledge
  • Responsible for reviewing data for accuracy and suitability in addressing questions, proofreading, editing and standardizing proposal text for proper grammar, comprehension, style and overall quality of the delivered document
  • Collaborate with Investments Writer to update RFP Machine periodically to fine-tune existing language and input new questions
  • Extensive interaction with investment professionals, management, compliance, operations and other business partners.

About You:

  • Bachelor’s degree
  • 2-5 years of RFP experience in financial services
  • Strong writing and editing skills
  • Excellent communication skills with an ability to relate to professionals at various levels with the firm
  • Solid understanding of the investment management business
  • Ability to manage complex projects
  • Ability to work under time pressure and manage competing priorities
  • Propensity for working with numbers/analytical skills

Please forward resumes to suzanne@colemancompany.net

INVESTMENT ANALYTICS AND DATA MANAGEMENT ASSOCIATE

Job ID: 02464

Our client is a large global asset management firm providing services to institutions, governments, corporations and family offices. Growth has created the need to add an associate to the institutional distribution group. This position is located in New York, NY.

About the Job:

  • Support business development efforts by gathering, analyzing and presenting data for RFPs, RFIs and Due Diligence Questionnaires
  • Review and update investment product and company information on investment databases.
  • Develop strong working relationships with operations, sales, client service and investment teams to produce effective, timely and accurate deliverables
  • Review and consolidate data from multiple contributors to ensure responses are accurate and presented in an understandable manner
  • Identify process improvement opportunities and develop tools to create more efficient methods of gathering and reporting data

About You:

  • Minimum 2-3 years of investment management experience, including familiarity with investment industry databases
  • Comfort and skill managing large volumes of data: advanced Excel/VBA skills and ability to set up macros preferred
  • Strong process management skills, attention to detail and ability to manage several projects while maintaining integrity of data.
  • Understanding of fixed income, equity and alternative investment strategies a plus
  • Excellent communication and client interfacing skills
  • Undergraduate degree, preferably in marketing or finance
  • Collaborative and team oriented and an agile learner to adapt quickly to an evolving industry

 

Please forward qualified resumes to suzanne@colemancompany.net and reference job ID 02464

 

RFP Supervisor

Job ID: 02457

Our client, a global financial services firm is seeking a Request for Proposal (RFP) Supervisor to join their team.  The RFP Supervisor will join a highly collaborative team and rapidly growing team responsible for supporting business development efforts by creating and maintaining content for marketing collateral, RFPs and databases. The ideal candidate must have prior experience overseeing, editing and completing RFPs, request for information (“RFI”), and client due diligence questionnaires (“DDQ”) to cultivate new business opportunities and meet client service requirements. This role requires heavy interaction with sales, client service, investment, compliance, and operations groups in a fast-paced and deadline driven environment. The position is located in New York and is a high potential growth position.

About the Job:

  • Write, edit, produce and critically review high quality RFPs, RFIs and DDQs in coordination with Business Developers and client service managers
  • Favorably position strategies based on strong capital markets and investment management knowledge
  • Identify, propose and implement process improvements that will create more efficient methods of gathering, sorting, accessing and producing language and data
  • Develop strong working relationships with sales, client service, investment, legal, compliance and administration groups to drive new content
  • Serve as a backup for the RFP team manager

About You:

  • Minimum of ten years in asset management including two years managing a team of RFP writers for institutional clients
  • Experience creating new content that requires excellent writing, editing and proofreading skills to articulate the value proposition as it relates to a variety of strategies including Fixed Income and Quantitative Equity strategies
  • Strong process management skills and excellent attention to detail. Must have the ability to manage several projects and meet deadlines in a high pressure environment while maintaining quality and integrity of data
  • Ability to learn quickly and become a strong individual and team contributor with exceptional interpersonal and communication skills
  • Bachelor’s degree in Finance, Business or Marketing

Please forward resumes to jim@colemancompany.net and reference job ID 02457