RFP Associate temp to permanent 80k-90k base

The successful candidate will be expected to:
• Provide high-quality client service reporting support for quarterly, annual and ad hoc requests for strategies
• Ensure all questionnaires are delivered in a timely and efficient fashion upon completion of all related reviews and input
• Ensure a full understanding of companies relationships with clients and the types of reports requested for various retail and institutional strategies
• Facilitate improvements in sourcing data, including working with Product and Performance Services on the aggregation of data into a single report compared to the use of multiple sourcing for similar data elements; look for ways to eliminate manual manipulation of data and manual overrides of data by the Product team; work to ensure data timeliness and efficiency
• Build relationships with distribution, product and subject matter experts to stay abreast of all current information related to the firm, its strategy and its initiatives for the future
• Act as a marketing ambassador to investment professionals in order to build on existing relationships and promote a harmonious rapport

At least three years of investment management experience with experience in both retail and institutional markets:
• Knowledge of both retail and institutional products and services, for institutional and retail positioning
• Experience with a content management database (preferably Qvidian)
• Proven project management and process skills;
• The motivation to be a self-starter, multi-task and prioritize effectively
Ability to develop and maintain lasting relationships with senior investment and distribution professionals; good interpersonal skills; goal-oriented;
• Outstanding skills in organization, prioritization and time management
• College degree a must