Analyst, RFP
Core
Maintain and manage firm-level AUM and personnel data to support external consultant databases and answer quantitative questions for the Global RFP team.
Role type
Junior data analyst (RFP support)
Builds
Standard reports and visualization dashboards for firm profile data
Domain
Investment management / Financial data services
Deliverable
dashboards & analysis
Required skills
Data collection, data quality assurance, report generation, SQL, MS Excel
Preferred skills
RFP experience, data visualization tools (Power BI, Tableau), Economics/Finance background
Responsibilities
Collect and collate Firm level AUM and personnel data, Deliver high-quality, accurate, and timely data to external consultant databases, Ensure the consistency and integrity of the data collected, Updating of standard reports and visualization dashboards
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