LOCATION- PRINCETON,NJ OR ATLANTA,GA
Duties:
RFPs and DDQs from their clients
• Coordinate the completion of new business RFPs and DDQs for US retail separately managed accounts (SMAs), and models in a professional, accurate and timely manner
• Serve as the primary point of contact for relationship managers, sales teams and sales support teams who have received RFPs and DDQs from their clients
• Collaborate closely with other RFP team members across the business to ensure consistent and high-quality responses
• Ensure continuous improvement of team processes and drive innovative use of resources.
• Provide support to the maintenance and audit of core content in the RFP content management system
Skills:
0-2 years financial services experience in a similar role or function
• Experience processing and writing RFP and DDQ for Separately Managed Accounts a plus
• Exhibits a client-focused attitude and be dedicated to offering the highest level of client service
• Proactive team-player who understands that a highly organized team can drive better performance
• Ability to build and maintain strong relationships with stakeholders and colleagues at all levels
• Drive and determination, with a willingness to learn and innovate
• Ability to work independently with minimal guidance or supervision
• Demonstrates an aptitude for problem solving and shows willingness to go the extra mile for clients
• Possesses strong organizational and analytical skills, with good attention to detail
• Ability to manage and control priorities to meet deadlines
• Good written and verbal communication skills
• Knowledge in Microsoft software such as Outlook, Word, Excel and PowerPoint
Education:
BA/BS
