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About the Role
As a member of Marketing & Client Services, you will have critical interaction with all members of the team in supporting new business and servicing existing clients. You will be responsible for completing RFPs/DDQs and responding to a variety of client/prospect support requests to help grow our business. This role will report directly to the RFP Manager.
Responsibilities
- Proactively address Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs), recurring client reporting, and ad hoc client/prospect requests
- Review, edit, and approve RFPs, DDQs, client reporting, and ad hoc client/prospect requests
- Lead on-going projects such as the implementation and maintenance of new tools, AI skills, and RFP library and consultant database governance
- Draft responses to new/unique questions for prospects or clients
- Provide day-to-day support to junior staff
- Articulate in writing our investment philosophy, process, and outlook; and access relevant performance and other attribution data
- Understand and analyze performance attribution and assist with reporting and commentary as needed
- Complete ad hoc projects to support sales and management team as requested
- Strategically develop best-in-class communications materials
- Partner with investment team, operations, legal, and other subject matter experts throughout the firm to coordinate accurate RFP/DDQ responses
- Assist with improvement and maintenance of standard language in RFP and consultant databases
- Build an in-depth understanding of the firm’s products and strategy and use financial acumen as it relates to RFP materials
Requirements
- Bachelor’s degree required
- 5+ years of experience in financial services industry
- Must have asset management marketing and/or RFP experience
- Exceptional writing skills
- Proficiency with Microsoft Word and Excel
- Knowledge of investments and financial products
- Experience with Responsive or similar proposal management software (preferred)
Skills
- Diligence & Attention to Detail
- Planning & Organizing
- Interpersonal Skills & Teamwork
- Communication
- Dependability
- Initiative
- Results Oriented
- Problem Solving
Location
- Manhattan
- London
- Dublin
- Melbourne
Work Type
- Full-time
Experience Level
- 5+ years of experience
Education Level
- Bachelor’s degree
Salary/Compensations
- $115,000 - $125,000 Annually
Benefits
- Additional health cover
- Life assurance
- Income protection
- Pension
- Firm contributions to causes important to our employees through firm Charitable Giving and Charitable Matching programs
- Mentorship Program
- Lunch & Learns
- Sponsoring workgroups and committees to recommend business improvements
- Team building activities
- Social events
- Holiday events
- Monthly birthday parties
- Pizza Thursdays
- Healthy snacks
About the Company
- Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $85 billion in global equity assets.
- We provide equity investment management services for institutional investors, leading corporate, public and individual clients on a world-wide basis by way of separate accounts, sub-advised mutual funds, and other commingled vehicles since our firm founding in 1995.
- Our team of over 170 employees is mostly based in our headquarters in Manhattan and we have additional offices in London, Dublin and Melbourne.
- We are a growing company, in the size of our team, our locations, and our assets under management.
- We seek partners, not just employees, at every level in the firm and are looking for an exceptional new team member to grow with us.
- At Pzena, we invest in your career and have a strong track record of internal mobility.
Equal Opportunity
- Pzena Investment Management is an affirmative action – equal opportunity employer.
- We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all.
- We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work.
- We welcome and encourage candidates of all backgrounds and experiences to join our team.