Hands-on experience with DDQs, RFIs, or proposals, and with investment products, portfolio data, or operational processes, within an asset management firm or similar organization required; demonstrated experience drafting or reviewing proposal content, client-facing materials, or technical questionnaires of increasing complexity preferred. Experience with Responsive, Power BI, and advanced Excel to drive automation, and proficiency in Microsoft Office with comfort working with data-heavy documents required; familiarity with consultant databases (e.g., eVestment, Callan, Morningstar) and structured data sets preferred.