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Marketing RFP Specialist

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Marketing RFP Specialist

Support the marketing, sales and communication initiatives to win and retain assets under management with the overarching objective of enhance the company’s image.

Major responsibilities:
• Complete any type of RFP, information or due diligence questionnaires assuring consistency and accuracy of information and timeliness of responses.
• Develop strong relationships with capability managers, portfolio managers, client service, consultant relations, legal and compliance with particular attention to developing strong investment/product knowledge.
• Be the trusted source of information. Respond to requests/questions from various client groups with regard to data and information.
• Maintain our image and positioning in the marketplace through development and maintenance of RFP responses and relevant data on internal and external databases.
• Contribute to the RFP marketing team by participating in cross-training and supporting other projects as needed.
• Support operational risk efforts.

Preferred Qualifications:
• Strong attention to detail and client focus
• Excellent written and oral communication skills
• Strong organizational and project management skills to handle multiple projects
• Ability to contribute to a team environment.
• Proficient use of technology, including but not limited to Microsoft Office
• 3+ years of work experience and a bachelor’s degree required
• Experience in RFP business writing a plus.
• Familiarity with “PMAPS” software a plus.
• Asset management knowledge and experience a plus.
• Progress toward a CFA a plus.

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