Assistant Vice President - Senior RFP Writer/Investment Specialist - Client Servicing

Department Icon Investment Banking, Private Equity & VC
Posted: 5 months ago
8-15 years
Bangalore
Investment Banking, Private Equity & VC
work from office
Full Time

Posted: 5 months ago
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Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

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 ManagementProposalsReporting

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