Job Title:
Associate, Sales Enablement Team
Job Code:
7023
Job Category:
Finance
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jan 30 2023
Expires On:
Feb 28 2023
Responsibilities:
RFP / RFI Management: 80%
- An investment writer who works with functional teams to support response coordination of the RFP process
- Facilitates kick-off meetings to collect information from those familiar with the opportunity so key messages are communicated in our responses and incorporates our value proposition, including managing and communicating necessary deadlines for response completion
- Gathers regular feedback from client relations team based on RFP success, and analyzes responses to ensure brand and message is strong
- Provides RFP support for Investor Relations in global offices
- Completes RFIs, due diligence requests and other client related requests
- Coordinate with Marketing Compliance to ensure responses follow SEC marketing guidelines
- Collaborates with Investor Relations and other teams (investments, operations, legal/compliance, etc.) as appropriate to respond to various client and potential client inquires
- Supports other teams with various internal and external requests to support the firm as a global firm
Qualifications:
- Highly analytical with excellent writing, editing and proofreading skills
- Strong institutional and investment background, alternative investment background a plus
- Excellent interpersonal, project management, and organizational skills
- Focus on delivering first-class sales support to internal business partners
- 'Owner mindset' to take control and manage the process
- Demonstrated ability to work well under pressure, managing multiple projects, with attention to detail
- Ability to think critically and draw from several resources to create simple, unified, and persuasive output
- Capable of working independently
- Proficiency with MS Office and Adobe Acrobat; and RFP software is a plus
Required Years of Experience:
5
Additional Info:
Salary Range: