Associate, Marketing (Due Diligence)

US-CA-Los Angeles
7 days ago
Job ID
2017-1185
# of Openings
1
Category
Investor Relations

Responsibilities

  • Complete RFPs, RFIs and DDQs for Institutional and Wholesale clients and prospects to support the IR & Capital formation with the highest accuracy in a timely manner
  • Maintain firm level content and data, product profiles, investment process descriptions and other language
  • Work closely with Portfolio Managers, Capital Formation professionals and other business partners to create, curate and maintain client documents
  • Support all aspects of maintenance and improvement ofRFPs and DDQs 
  • Ensuring all assigned reports are prepared and delivered on a timely basis with the highest level of accuracy
  • Maintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issues
  • Assisting the team in maintaining existing procedures, tools and workflows necessary to facilitate the day-to-day activities 
  • Communicate in a clear, concise and efficient manner with multiple teams and product groups across regions

Qualifications

Education

  • Graduate / Post-graduate with 2-3 years of experience
  • CFA level 1 could be a distinct advantage

 

Industry / Product / Process

  • Prior experience of writing or participating in the RFP process, preferably in the asset management industry
  • Understanding of the asset management business, various asset classes and investment products is desirable
  • Ability to quickly gain broad knowledge of the range of investment products, in order to succeed in the role
  • Financial market awareness and understanding of basic financial concepts

 

Risk, Controls, Governance

  • Outstanding accuracy and attention to detail
  • Awareness of business risk and compliance procedures
  • Ability to simultaneously manage competing priorities, including immediate, short-term
  • Confidence to work directly with stakeholders at all levels, both to ensure their RFP service needs are met, and to partner with them to agree priorities and deadlines
  • Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines

 

Technical / Functional Skillset

  • Microsoft Word, PowerPoint, Excel and Outlook skills (intermediate/advanced); prior experience of using PMAPS and Saleforce.com applications also helpful
  • Excellent communication skills, both verbal and written
  • Outstanding numeracy/quantitative skills
  • Excellent writing skills in English
  • Interest in the presentation and customization of completed documents

 

 

Soft Skills

  • Outstanding organization, prioritization and multi-tasking skills
  • Strong work ethic and positive attitude
  • Ability to work collaboratively with local and global teams, as well as on own initiative; sensitivity to different cultures and working styles
  • Need to be creative, flexible and able to apply judgement when needed
  • Self-starter and motivated, able to prioritize key tasks effectively

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