National Accounts Data & Reporting Analyst, Clark Capital

Clark Capital Management Group; Philadelphia (Philadelphia County); On-site; USD 65,000 - 95,000; Full time

Job summary

Clark Capital Management Group seeks a Proposal Specialist to support end-to-end DDQ/RFP lifecycle, coordinating with Portfolio, Product, HR, and Compliance to gather updated data and metrics. You will tailor responses for wealth management clients and maintain the proposal content library.

Ideal candidates have 3–5 years in financial services with strong MS Office skills and experience with CRM/Salesforce.

Qualifications

• Bachelor's degree in finance, Economics, Marketing, Communications, or a related business field is preferred.
• Three to five years of experience within financial services, investment management, or asset management are highly preferred.
• Fundamental understanding of financial markets and investment vehicles is preferred.
• High proficiency with Microsoft Office (Word and Excel). Comfort learning specialized software, such as RFP automation tools or CRM platforms such as Salesforce.
• Strong written and verbal communication skills with a customer-service mindset toward internal sales desks and external clients.
• Exceptional time management skills, with a proven ability to prioritize tasks and meet tight deadlines in a fast-paced environment.

Responsibilities

• Support the end-to-end DDQ/RFP lifecycle, tracking deadlines, and ensuring all intermediary platform questionnaires are submitted accurately and on time.
• Interface with various internal teams including Portfolio, Product, Human Resources, and Compliance to gather updated product data, investment philosophies, and organizational metrics.
• Assist in tailoring standard proposal responses to address the unique platform requirements of key wealth management clients and financial advisor networks.
• Maintain, and systematically update our centralized proposal content library with refreshed product statistics and narrative updates.
• Route all drafted responses through formal legal and compliance review workflow to ensure strict adherence to SEC and FINRA regulatory guidelines.
• Assist the broader internal teams with special projects and audits as needed.

Skills

Written communication

Verbal communication

Time management

Customer service

Deadline-driven

Education

Bachelor's degree in finance

Tools

Microsoft Office

Salesforce

RFP automation tools

Job description

• Support the end-to-end DDQ/RFP lifecycle, tracking deadlines, and ensuring all intermediary platform questionnaires are submitted accurately and on time.
• Interface with various internal teams including Portfolio, Product, Human Resources, and Compliance to gather updated product data, investment philosophies, and organizational metrics.
• Assist in tailoring standard proposal responses to address the unique platform requirements of key wealth management clients and financial advisor networks.
• Maintain, and systematically update our centralized proposal content library with refreshed product statistics and narrative updates.
• Route all drafted responses through formal legal and compliance review workflow to ensure strict adherence to SEC and FINRA regulatory guidelines.
• Assist the broader internal teams with special projects and audits as needed.

Qualifications & Skills

• Bachelor's degree in finance, Economics, Marketing, Communications, or a related business field is preferred.
• Three to five years of experience within financial services, investment management, or asset management are highly preferred.
• Fundamental understanding of financial markets and investment vehicles is preferred.
• High proficiency with Microsoft Office (specifically Word and Excel). Comfort learning specialized software, such as RFP automation tools or CRM platforms such as Salesforce.
• Strong written and verbal communication skills with a customer-service mindset toward internal sales desks and external clients.
• Exceptional time management skills, with a proven ability to prioritize tasks and meet tight deadlines in a fast-paced environment.