RFP Specialist, Americas Client Business (ACB), Associate
Core
Coordinate the completion of new business RFIs, RFPs, and DDQs for the Americas Client Businesses, ensuring quality responses and timely delivery.
Role type
Associate RFP Specialist
Builds
Standard RFPs, DDQs, and new business ETF requests for U.S. retail products including mutual funds, CITs, SMA, Models, and 40 Act subadvised funds.
Domain
Asset Management / Investment Management
Deliverable
client delivery
Required skills
RFP/RFI/DDQ coordination, project management, critical reading and editing, financial market knowledge across asset classes and geographies, MS Office suite proficiency, RFP content management system familiarity
Preferred skills
CFA or FRM certification, experience with Diligence Vault
Responsibilities
Coordinate new business RFPs and client DDQs; ensure timely and accurate delivery with quality oversight; manage workload to meet deadlines; collaborate with Strategy, Sales, Operations, Legal, Compliance, and HR; support maintenance and audit of RFP content management system
Seniority
Associate, hands-on IC