| Location: | Chicago IL |
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| Description: | Overall Job Purpose: To oversee and prepare responses to client, prospective client, and consultant inquiries with regard to Requests for Proposals, Requests for Information, and marketing materials. This position will drive the consistency, accuracy and timeliness of proposals and other marketing-related materials. The individual will work closely with the Portfolio Management, Research and Accounting departments to ensure accuracy, timeliness, and completeness of responses to prospective and current client inquiries. To effectively liaise with clients, prospective clients, and consultants. Experience/Education: •Bachelor’s degree required, preferably in Business, Marketing, Communications, Public Relations or Journalism •Five to seven years of experience required, including specific experience with proposals/RFP process. •1-2 years supervision/management experience with preferred •Experience with RFP Machine would be advantageous •RFP experience within the asset management/financial services industry would be advantageous Competencies/Skills: •Excellent writing, editing and proofreading skills •Excellent communication skills, both oral and written •Strong project management skills with the ability to organize resources, communicate and manage timelines and responsibilities and make necessary changes to ensure accurate delivery of a product •Critical thinking, problem solving, and analytical abilities •Ability to work independently in a fast-paced, deadline driven environment •Ability to cooperate positively as a team member exhibiting flexibility and open-mindedness •Proven ability to work with people at all levels Principal Duties and Responsibilities: •Primary responsibility for managing the response process for RFPs. Lead the writing, development, compilation and detailed requests for proposals (RFPs) which pertain to performance, organizational information, product specific data, staff turnover, philosophy, investment process, etc. •Responsible for the maintenance and enhancement of RFP database. Maintain files and log for completed consultant and pending questionnaires, RFPs and other external databases. •Maintain a subset of regularly required consultant/client-specific communications (e.g. RFIs, periodic customized client reports). Execute the timely and accurate presentation of materials by overseeing responses and working to implement ongoing process improvements. •Work closely with Client Service Manager to implement and maintain regularly-updated summary of internal communications for marketing purposes. Liaise with key contacts throughout the firm to ensure accuracy and best response to marketing-related inquiries on an ongoing basis. •Work closely with team colleagues to suggest and adopt efficiency improvements; oversee the implementation of these improvements as necessary. |
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