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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.
Responsibilities
- Proactively address Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs) and ad hoc client/prospect requests, and complete all corresponding documentation
- 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 to 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
- 2+ years of experience in financial services industry (asset management marketing and/or RFP experience preferred)
- Proficient with Microsoft Word and Excel
- Exceptional writing skills and attention to detail
- Diligence & Attention to Detail: demonstrate accuracy and thoroughness; monitor own work to ensure quality control of all work product.
- Planning & Organizing: proactively prioritize and plan tasks; use time efficiently; maintain strong organizational habits.
- Interpersonal Skills & Teamwork: a collaborative team player who is professional, respectful, honest, open to new ideas, and willing to pitch in wherever needed to get the job done well.
- Communication: communicate clearly and professionally across all formats; produce polished and complete documents; present data effectively.
- Dependability: consistently a productive and positive team member; respond to direction and developmental feedback and solicit feedback to improve performance.
- Initiative: take ownership and accountability, seek out additional responsibilities, and work toward goals with growing independence.
- Results Oriented: understand and analyze work product; apply critical thinking to ensure accuracy of deliverables.
- Problem Solving: identify the cause and effect of issues and analyze internal and external information to arrive at appropriate solutions.
Skills
- Microsoft Word
- Microsoft Excel
- Writing skills
- Attention to detail
- Diligence
- Planning
- Organizing
- Interpersonal Skills
- Teamwork
- Communication
- Dependability
- Initiative
- Results Oriented
- Problem Solving
Experience Level
- 2+ years of experience
Education Level
- Bachelor's degree
Salary/Compensations
- $95,000 - $110,000
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
- We are committed to the success and wellbeing of our employees.
- 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.
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.