Client & Investor Services AVP

Social Capital Resources; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Social Capital Resources in New York seeks a Senior Associate to support institutional client communications, due diligence, and business development initiatives. You will lead the preparation of RFPs, DDQs, RFIs, and information requests, and you will craft clear, tailored responses for investors and consultants.

Collaboration with investment, compliance, and operations teams is essential to ensure accuracy, consistency, and timely delivery of materials in a fast-paced asset management

Qualifications

• Bachelor's degree required.
• 3–5 years of relevant experience within asset management, investment management, institutional client services, RFP/DDQ preparation, or financial communications.
• Strong understanding of investment products, financial markets, and institutional investor requirements.
• Excellent writing, editing, research, and analytical skills.
• Strong organizational skills and attention to detail.
• Ability to work independently and communicate effectively with senior professionals.
• Proficiency in Microsoft Office and familiarity with investment-related databases or RFP platforms preferred.

Responsibilities

• Lead the preparation and completion of institutional RFPs, DDQs, RFIs, and other investment-related information requests.
• Develop clear, accurate, and tailored responses to complex investor and consultant inquiries.
• Partner with investment, compliance, operations, and other internal teams to gather and verify information.
• Research investment strategies, products, processes, and organizational capabilities to support client communications.
• Maintain and improve investor information databases, response libraries, and related documentation.
• Review written materials for accuracy, consistency, and completeness.
• Manage multiple projects independently while meeting competing deadlines.
• Provide guidance and feedback to junior colleagues on research, writing, and due diligence assignments.
• Identify opportunities to improve content management, data accuracy, and reporting processes.

Skills

RFP/DDQ preparation

Financial communications

Investment products knowledge

Writing/editing

Project management

Education

Bachelor's degree

Tools

Microsoft Office

Job description

An established investment management firm is seeking an experienced Senior Associate to support institutional client communications, investment-related due diligence, and business development initiatives.

Key Responsibilities:

• Lead the preparation and completion of institutional RFPs, DDQs, RFIs, and other investment-related information requests.
• Develop clear, accurate, and tailored responses to complex investor and consultant inquiries.
• Partner with investment, compliance, operations, and other internal teams to gather and verify information.
• Research investment strategies, products, processes, and organizational capabilities to support client communications.
• Maintain and improve investor information databases, response libraries, and related documentation.
• Review written materials for accuracy, consistency, and completeness.
• Manage multiple projects independently while meeting competing deadlines.
• Provide guidance and feedback to junior colleagues on research, writing, and due diligence assignments.
• Identify opportunities to improve content management, data accuracy, and reporting processes.

Qualifications:

• Bachelor's degree required.
• 3–5 years of relevant experience within asset management, investment management, institutional client services, RFP/DDQ preparation, or financial communications.
• Strong understanding of investment products, financial markets, and institutional investor requirements.
• Excellent writing, editing, research, and analytical skills.
• Strong organizational skills and attention to detail.
• Ability to work independently and communicate effectively with senior professionals.
• Proficiency in Microsoft Office and familiarity with investment-related databases or RFP platforms preferred.