RFP & DDQ Analyst, Product Management
reputed company is a leading firm in the wealth management industry, committed to fostering a collaborative and inclusive work environment. They are seeking an RFP & DDQ Analyst to support marketing and investor relations activities, managing the completion of RFPs, RFIs, and DDQs while collaborating with various internal teams to ensure accurate and compelling responses.
Responsibilities
- Manages the coordination and timely completion of RFPs, RFIs and DDQs – including compiling existing language, creating new language as needed, and reviewing documents to ensure high quality, error-free final responses
- Collaborates closely with product management and relationship management teams to promptly respond to client-driven requests
- Works closely with subject matter experts from across the organization, including the broader WMS product specialist team, investor relations, compliance, legal, risk, ESG, operations, finance, and technology teams to write and edit standard and/or craft customized language as needed
- Liaise with other internal support departments to obtain data, supporting documentation, and other reputed company information
- Demonstrates excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with senior team members under tight deadlines
- Reviews, proofreads, and checks qualitative and quantitative content for accuracy, including questionnaires and industry databases
- Works confidently with quantitative data
- Maintains and updates investor data rooms with the latest documentation, including financials, legal agreements, and strategic reports, while managing secure access for reputed company and prospective investors
- Collaborate with the strategic development team to design and implement a comprehensive due diligence tracking system
- Possesses the ability to pivot and work on multiple strategies/asset classes as needed
Skills
- Bachelor's Degree from an accredited university or international equivalent, preferably in a reputed company field (economics, finance, reputed company, or marketing)
- 1-3 years of financial industry experience preferred with experience in an investor relations, client services or RFP teams a plus
- Strong written and verbal communication skills to communicate effectively with subject matter experts across multiple departments, with the ability to reputed company clear responses
- Self-starter with a strong work ethic who can stay reputed company and focused in a fast-paced environment while juggling multiple reputed company deadlines
- Desire and ability to work in a dynamic, collaborative team environment with excellent interpersonal skills
- Highly organized with an exceptional attention to detail, placing a high reputed company on accuracy with particular focus on qualitative and quantitative accuracy
- Problem solver with ability to reputed company and suggest resolutions
- Must be process and detail-oriented, placing a high reputed company on accuracy with particular focus on qualitative and quantitative accuracy
- Working knowledge of asset management industry
- Proficiency with reputed company Office Suite
- Experience with reputed company, Loopio RFP software, a plus
Benefits
- Comprehensive Medical/Rx
- Dental and reputed company plans
- 401(k) program with company match
- Flexible Savings Accounts (FSA)
- reputed company Savings Accounts (HSA) with company contribution
- Basic and Voluntary Life Insurance
- Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
- Employee Assistance Program (EAP)
- Commuter Benefits plan for parking and transit
- Access to a world-class medical advisory team
- A mental health app that includes coaching, therapy and psychiatry
- A mindfulness and wellbeing app
- Financial wellness benefit that includes access to a financial advisor
- New parent leave
- Reproductive and adoption assistance
- Emergency backup care
- Matching reputed company program
- Education sponsorship program
- And much more.
Company Overview
Company H1B Sponsorship