The Investment Marketing Services team within Institutional & Asset Management Marketing is looking for a Senior Proposal Analyst to join the Proposal Services Team. The Senior Proposal Analyst will support our institutional distribution teams by providing end-to-end management of complex Requests for Proposals (RFPs) and client and consultant Due Diligence Questionnaires (DDQs).
- Lead the end-to-end management of RFPs and client and consultant due diligence questionnaires
- Manage business partner expectations in the execution of large, complex RFPs and DDQs
- Provide direction to internal business partners, setting timelines, anticipating and escalating issues, and delivering status updates to key stakeholders
- Work across the organization, partnering closely with multiple teams including but not limited to distribution, investment product, compliance and others
- Assure the integrity of quantitative firm and product data using key tools (e.g., Oracle Business Intelligence and Performance Workstation)
- Oversee the delivery of final RFPs and DDQs to internal business partners
The Skills You Bring and Expertise We’re Looking For
- Bachelor’s degree required.
- 3-5 years of experience in the financial services industry, with a background in client service, operations, and/or project management.
- Knowledge of our institutional strategies/custom solutions
- Superior project management skills and the ability to lead multiple projects simultaneously
- Excellent interpersonal communication skills, as you are expected to build and maintain relationships with a variety of business partners across the enterprise
- Ability to work autonomously, making independent decisions based on business objectives and priorities
- You are adaptable, curious and comfortable pivoting between competing priorities across asset class and product deliverables
- You are a problem solver and quick to develop/offer solutions that improve processes and increase efficiencies