Assistant Vice President - Senior RFP Writer/Investment Specialist - Client Servicing
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Job Description
- Take measures to manage Client documents such as Request for Proposals, Request for Information's and Due Diligence Questionnaires and ensure that they are content- and data-intensive and usually have tight deadlines that are not set by Request For Proposals.
- This requires constant and careful work planning and management, managing the expectations of stakeholders, clear communication, and attention to detail.
- Collaborate closely with internal stakeholders/subject matter experts to confirm high quality articulation to clients of investment philosophy, capabilities, processes, investment vehicles and the firm's competitive advantages.
- Partners with Request for Proposals colleagues in other regions to enable cross-border Request for Proposals s, Request for Information's and other client documents.
- Provide guidance to Head of Request for Proposals, India, in building the global Request for Proposals function.
- The role holder will be working in individual capacity as well managing a team.
- Cross-border collaboration with Request for Proposals and other Asset Management colleagues.
- Shares information (including best practices) openly and globally in a timely manner.
- Development of specialist product responsibilities by asset class according to business need. Opportunity to work directly with Investment Specialists and Subject Matter Experts.
To be successful you will:
- Detailed knowledge of Request for Proposals, Request for Information's and Due Diligence Questionnaires and related client documents, including regulations, compliance requirements and delivery processes.
- Good knowledge of performance systems, reporting systems, third-party performance databases and institutional reporting standards (i.e. GIPS).
- Excellent written and spoken English skills.
- Minimum 8 years of experience in asset management industry
Skills
RFPInvestment ResearchInvestment BankingAsset ManagementClient ServicesAsset ManagementProposalsReportingIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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