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Associate Director of Product Information (RFP Analyst) (Perm- 135K)

Job Description


Job Title: Associate Director, Product Information

Department: Global Marketing & Product Solutions

Job Reports To: Vice President, Head of Product Information

Location: New York, NY (on-site)

Salary: 120K base (135K all in)




The Product Information team, which sits within the Global Marketing & Product Solutions Department, is seeking an Associate Director to join its collaborative and efficient team. Based in the firm’s New York, NY headquarters, the team acts as a central source of information and contributes to the firm’s global business development and client retention efforts.


The team is primarily responsible for consistently messaging and positioning the firm’s strategies through information requests, such as RFPs and RFIs, developing content to complement the firm’s growing distribution efforts, and contributing to product strategy and development initiatives for all distribution channels.


Major Responsibilities/Activities:


  • Complete Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) across all channels and markets
  • Develop Product Information collateral and content for use across distribution efforts
  • Update and maintain consultant and third-party research databases
  • Respond to consultant, client and prospect ad hoc requests


Minimum Requirements:


  • Ideal candidate will have 5-6 years of experience in a related position with relevant experience completing RFPs/RFIs or similar requests
  • Excellent writing skills and high quantitative aptitude
  • Effectively manages multiple projects and deadlines
  • Skilled communicator; builds and maintains strong relationships with teams across the firm
  • Detail-oriented and meticulously organized
  • Team player; independent and resourceful with a desire to learn
  • Skilled use of Excel, Word and PowerPoint
  • Bachelor’s degree


Beneficial Skills:


  • Knowledge of the asset management industry, including mutual fund and separate account vehicles, the institutional and retail investor base, as well as the broker/dealer, investment advisor and consultant communities
  • Working knowledge of Morningstar Direct, Bloomberg, FactSet and advanced Excel a plus
  • Series 6 or 7 and Series 63 licenses a plus