Business Development & RFP Senior Associate

​As a member of Marketing & Client Services, you will have critical interaction with all members of the team in supporting new business and servicing existing clients. You will be responsible for completing RFPs/DDQs and responding to a variety of client/prospect support requests to help grow the business. This role will report directly to the Manager of Business Development & Client Services.

Responsibilities

·        Proactively address Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs) and ad hoc client/prospect requests, and complete all corresponding documentation

·        Review, edit and approve RFPs, DDQs, prospect presentations and ad hoc client/prospect requests

·        Lead on-going projects such as the consultant database narratives and RFP library and database governance

·        Draft responses to new/unique questions for prospects or clients

·        Articulate in writing our investment philosophy, process, and outlook; and access relevant performance and other attribution data

·        Understand and analyze performance attribution and assist with reporting and commentary as needed

·        Complete ad hoc projects to support sales and management team as requested, developing best-in-class communications materials

·        Partner with investment team, operations, legal, and other subject matter experts throughout the firm to coordinate accurate RFP/DDQ responses

·        Assist with improvement to and maintenance of standard language in RFP and consultant databases

·        Build an in-depth understanding of the firm’s products and strategy and use financial acumen as it relates to RFP materials

​

Qualifications:

·        Bachelor's degree required

·        Proficient with Microsoft Word and Excel

·        Proven experience in Investment Management/Fund Services industry, with ideally a minimum of 3+ years exposure in Business Development/RFP/DDQ

​

*Only candidates that meet the requirements above will be shortlisted to discuss

**An excellent salary and benefits package is on offer for the ideal candidate

 ***Our client are working in a hybrid environment, with 4 days in the office and 1 day remote, but offer an additional 3 weeks of remote flexibility that can be used at your discretion.

​

Contact Information:

To learn more about this opportunity please apply directly to this posting and Karl Byrne, Head of Financial Services, will respond in due course. All communication will be treated in the strictest of confidence.

​

​

​

​