RFP Associate

Pzena Investment Management (Recruiting); New York (NY); On-site; USD 95,000 - 110,000; Full time

Job summary

Pzena Investment Management, LLC is seeking a talented professional in New York to support new business and client servicing through detailed RFP and DDQ responses. You will partner with sales, investment, and legal teams to produce precise materials and client-ready commentary.

The role emphasizes clear writing, data interpretation, and cross-functional collaboration to help grow our asset management business and service institutional clients.

Qualifications

• Bachelor's degree required.
• 2+ years of experience in financial services (asset management marketing and/or RFP experience preferred).
• Proficient with Microsoft Word and Excel.
• Exceptional writing skills and attention to detail.

Responsibilities

• Proactively address RFPs, DDQs and client/prospect requests and complete all documentation.
• Articulate investment philosophy, process and outlook; access performance data.
• Analyze performance attribution and assist with reporting and commentary.
• Complete ad hoc projects to support sales and management teams.
• Develop best-in-class communications materials.
• Coordinate with investment, operations, legal and other experts for RFP/DDQ responses.
• Improve and maintain standard language in RFP/consultant databases.
• Build understanding of firm's products and strategy for RFP materials.

Skills

Exceptional writing skills

Attention to detail

Microsoft Word

Microsoft Excel

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Job description

Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $85 billion in global equity assets. We provide equity investment management services for institutional investors, leading corporate, public and individual clients on a world-wide basis by way of separate accounts, sub-advised mutual funds, and other commingled vehicles since our firm founding in 1995.

Our team of over 170 employees is mostly based in our headquarters in Manhattan and we have additional offices in London, Dublin and Melbourne. We are a growing company, in the size of our team, our locations, and our assets under management. We seek partners, not just employees, at every level in the firm and are looking for an exceptional new team member to grow with us. At Pzena, we invest in your career and have a strong track record of internal mobility.

Position Overview:

As a member of Marketing & Client Services, you will have critical interaction with all members of the team in supporting new business and servicing existing clients. You will be responsible for completing RFPs/DDQs and responding to a variety of client/prospect support requests to help grow our business. This role will report directly to the Manager of Business Development & Client Services Operations.

Core Responsibilities:

• Proactively address Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs) and ad hoc client/prospect requests, and complete all corresponding documentation
• Articulate in writing our investment philosophy, process, and outlook; and access relevant performance and other attribution data
• Understand and analyze performance attribution and assist with reporting and commentary as needed
• Complete ad hoc projects to support sales and management team as requested
• Strategically develop best-in-class communications materials
• Partner with investment team, operations, legal, and other subject matter experts throughout the firm to coordinate accurate RFP/DDQ responses
• Assist with improvement to and maintenance of standard language in RFP and consultant databases
• Build an in-depth understanding of the firm's products and strategy and use financial acumen as it relates to RFP materials

Duties, responsibilities and activities may change at any time.

Qualifications

• Bachelor's degree required
• 2+ years of experience in financial services industry (asset management marketing and/or RFP experience preferred)
• Proficient with Microsoft Word and Excel.
• Exceptional writing skills and attention to detail.

Competencies:

• Diligence & Attention to Detail: demonstrate accuracy and thoroughness; monitor own work to ensure quality control of all work product.
• Planning & Organizing: proactively prioritize and plan tasks; use time efficiently; maintain strong organizational habits.
• Interpersonal Skills & Teamwork: a collaborative team player who is professional, respectful, honest, open to new ideas, and willing to pitch in wherever needed to get the job done well.
• Communication: communicate clearly and professionally across all formats; produce polished and complete documents; present data effectively.
• Dependability: consistently a productive and positive team member; respond to direction and developmental feedback and solicit feedback to improve performance.
• Initiative: take ownership and accountability, seek out additional responsibilities, and work toward goals with growing independence.
• Results Oriented: understand and analyze work product; apply critical thinking to ensure accuracy of deliverables.Problem Solving: identify the cause and effect of issues and analyze internal and external information to arrive at appropriate solutions.

Salary Range : $95,000 - $110,000

The actual base salary may vary depending on factors, including, but not limited to location, work experience, education, training, skill level, and market conditions. At Pzena Investment Management, base salary is just one component of the total compensation, which may include, year-end discretionary bonus and employee benefits.

At this time, Pzena Investment Management will not sponsor an applicant for employment authorization for this position.

Working at Pzena

We are committed to the success and wellbeing of our employees. We offer benefits to support the health and wellness of our employees and their families, such as additional health cover, life assurance, income protection, pension, and firm contributions to causes important to our employees through firm Charitable Giving and Charitable Matching programs. Additionally, the firm supports the professional growth of our team by offering a Mentorship Program, Lunch & Learns, and sponsoring workgroups and committees to recommend business improvements. We are proud of our culture and enjoy coming together as a firm; you can look forward to team building activities in local offices and as a global firm including social events, holiday events, monthly birthday parties, Pizza Thursdays, recharging with healthy snacks, and more.

Pzena Investment Management is an affirmative action - equal opportunity employer. We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all. We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work. We welcome and encourage candidates of all backgrounds and experiences to join our team.

For a reasonable accommodation request, please contact [e-mail].

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