Client Management/Institution & Fund Reporting Role - Centralized RFP Team - BFS

Client Management - Institution & Fund Reporting

YOUR IMPACT :

- AM is seeking to add a highly motivated professional to its Centralized RFP team. This team is primarily focused on the coordination and completion of Request for Proposals ( RFPs ) and Due Diligence Questionnaires (DDQs ) from prospective as well as existing clients.

- The Centralized RFP team will work closely with professionals across AM's Client Portfolio Management teams (Fixed Income, Quantitative Investment Strategies and Fundamental Equity) and various sales channels to communicate information regarding the firm, product offerings, investment philosophy, and product-specific information to the client via RFPs and DDQs.

- The RFP Specialists team is responsible for communicating the investment team's investment philosophy, process, product positioning and current market trends to clients and each of IMD's key distribution channels globally..

JOB SUMMARY AND RESPONSIBILITIES:

- Coordinate and complete high quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner

- Develop knowledge of industry trends, competitive landscape and investment team's capabilities to facilitate improved client experience

- Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups

- Learn and communicate the investment team's investment philosophy, process, product positioning and current market trends to internal and external clients.

- Assist in developing metrics to track key sales figures including RFP flows, hit rates, etc

- Assist with ad hoc projects including technology initiatives to automate reports and other materials.

- Assist with performing second level checks for RFPs, DDQ's and 15C's prepared by the Analysts on the team.

BASIC QUALIFICATIONS :

- Master's Degree (Preferred: Master's degree of Finance, Economics, Business or Commerce)

- Strong analytical and interpersonal skills

- Strong organizational and project management skills