Senior Associate - RFP - Financial Domain - CFA

CFA for this role and 2-3 years of experience.

- RFP Finance

- Very good in communication required

RFP - Senior Associate

Experience - 2 - 4 Years

- This role is part of the Global Request for Proposal, Request for Information and Due Diligence Questionnaire Team and in that role you will report to the respective regional team manager.

Education and experience requirements : 

- Graduate or above, preferably a MBA graduate with specialization in finance

- Minimum 18-36 months experience in Asset management / RFP domain

- Good understanding of financial industry and various asset classes like Equity, Fixed Income etc.

- Exposure to Mutual Funds and ETF's will be added benefit

This position requires:

- Understanding of the asset management business, basic financial concepts, and regulations as well as knowledge of various asset classes, different investment products, and market segments

- Comprehensive understanding of the products you support

- Strong project management, analytical thinking, problem solving, research, time management, and verbal and written communication skills

- Capacity for differentiated thinking and ability to challenge the status quo in order to drive optimal outcomes

- Excellent editing and proofreading skills

- Strong quantitative skills and ability to understand and communicate investment data

- Acute attention to detail

- Capability to produce high-quality and/or final work product and solutions in a rapidly changing environment with tight deadlines, including the skill to prioritize and allocate projects and workflow to ensure timely and accurate delivery

- You are collaborative by nature with the capability to help others achieve more, working with local and global teams, including the flexibility to work within global deadlines

 - Comfortable working in various shift Americas regions with shift timing 4:30 PM - 1:30 AM

- An ability to form and cultivate positive relationships with internal partners across all levels of the organization

Information Classification: General

- An ability to take ownership, initiative and successfully navigatewithin a demanding and international environment of a leading global financial institution

- You to thrive in a highly regulated environment that demands full compliance with policies and procedures

- You to have a positive attitude that motivates and inspires others

- Proficient in Microsoft Office suite of applications, specifically MS Word and Excel