Request-for-Proposal (RFP) Senior Associate (Active Pooling)

Hammerjack Pty Ltd; Philippines; On-site; PHP 360,000 - 480,000; Full time

Job summary

Hammerjack Pty Ltd in the Philippines is hiring an Associate in Operations to support RFP, DDQ, and RFI responses and client deliverables. The role emphasizes accuracy, deadline discipline, and effective coordination with internal teams and information suppliers to gather requirements for reporting.

Experience with investment management operations is preferred and strong English communication is essential. Working within the RFP Team under Shared Services, you will routinely prepare

Qualifications

• Bachelor degree required in a related business field.
• Experience writing industry reports is advantageous.
• Knowledge of investment management operations preferred.
• Able to manage multiple deadlines with accuracy.

Responsibilities

• Prepare client questionnaires and deliverables on a quarterly, semi-annual and annual basis.
• Prepare reports for clients and validate data accuracy.
• Coordinate with information providers to gather reporting requirements.
• Ensure questionnaires align with reviewer schedules.
• Monitor processes and deadlines across workflows.
• Support process reviews and documentation improvements.
• Collaborate with offshore/onshore teams as needed.

Skills

Financial markets

Analytical thinking

Stakeholder management

Communication skills

English proficiency

Team collaboration

Education

Bachelor degree in related business field

Tools

MS Office

Job description

About the Team:

Operations is responsible for supporting the various trading, investment and reporting activities of the firm.

The core mission of the Operations group is to establish scalable investment workflows, ensure a controlled operating environment and deliver high-quality client service to both internal and external business relationships. In addition to supporting primary investment related activities, the groups assist in the design and implementation of firm-wide projects, operational due diligence, counterparty management and client-related activities.

RFP Team is part of the Shared Services department. RFP is responsible for interacting and coordinating within areas of the firm to actively address RFP, DDQ and RFI requests and complete all corresponding documentation.

The Shared Services department acts as an intermediary across all teams within the firm, fielding a myriad of questions and inquiries. In addition to being the liaison between internal groups, the shared services team delivers high-quality client service to external business relationships.

Specific Duties and Responsibilities:

• Associate is to prepare and complete client questionnaires and other deliverables on a Quarterly, Semi-Annual and Annual Basis with highest level of accuracy and within a predetermined time set forth in the
• work allocation.
• Prepare reports for Clients and / or validate accuracy of data for the Clients.
• Associate is expected to properly communicate with information suppliers to gather requirements for reporting and deliverables.
• Ensure that assigned questionnaires are prepared and completed in conjunction to its reviewer schedule.
• Plan for, monitor, and ensure completion of processes and deliverables in each process workflow including emails.
• All members should be aware of the standard procedure of a proper hand off, both offshore and onshore.
• Participate in the team initiatives including but not limited to process reviews whenever needed, maintenance of process documentations, and relevant process improvement projects.
• Any related process as required by the team

Qualifications:

• Strong understanding of financial markets, investment strategies and operations, and asset management structures
• Ability to differentiate among product offerings and tailor messaging accordingly
• Strong analytical and critical-thinking skills
• Able to operate within a collaborative and team-oriented culture, as well as operate independently
• Well organized, detail oriented; able to multi-task and keep track of various deadlines
• Excellent command of the English language – decoding, fluency, vocabulary, sentence construction and cohesion, reasoning, working memory and attention.
• Effective stakeholder management and SME coordination
• Committed to intellectual curiosity and integrity, with a high degree of ethics
• Good grasps of basic to intermediate functions in MS Office applications

Education and Experience

• Candidate must possess at least a Bachelor's/College Degree in Financial Management, Economics, Accounting, Communications, Legal or other related business course.
• Writing and Industry related experience is an advantage.
• The ideal candidate has a working knowledge of how an investment management firm operates.
• Experience working with primary asset classes and financial products (equities, fixed-income and derivatives such as futures, forwards, etc.) is preferred.

Shift: 6 PM to 3 AM, Mondays-Fridays