As an RFP Analyst, you will be part of the RFP/marketing group centered in Los Angeles, connecting with the team and leadership daily. This is a critical role as the firm continues to grow quickly, notably with the demanding consultant community. Most of the RFP group work is in the institutional world. We have a flat corporate structure and therefore you will have access to senior leaders and strategists in both institutional and mutual fund areas in all of the offices. Institutional work covers everything from pensions to non-profits to insurers to central banks. You will gain a lot of knowledge of our strategies and firm. You will have communication coaching to help develop presentation skills.
As an analyst, you will complete questionnaires from clients, investment consultants, prospects, plan sponsors, and fund distribution companies. As part of this role, you will work with colleagues in our other offices (in Boston, London and Milan). It is critical to ensure timely, updated and accurate completion of database needs, focused on both qualitative responses as well as data linkages.
There will be be opportunities to analyze competitive strategies using eVestment, Morningstar, etc. The job will involve collaborating with strategy teams and other subject matter experts to create and customize responses. Senior management will review your work. An important part of the job will be to maintain and update content library of responses.
After 2-3 years in the role, if successful in this role, there could be opportunity to move into a different role in strategy or trading.
Must live in the LA area and have 2-3 years of experience in the investment industry.