Senior RFP Associate

Pzena Investment Management; New York (NY); On-site; USD 115,000 - 125,000; Full time

Job summary

Pzena Investment Management, LLC is seeking an experienced professional in New York to support RFPs, DDQs, and client requests within Marketing & Client Services. You will help grow business by drafting responses, leading RFP governance, and providing day-to-day guidance to junior staff.

The role requires strong writing, asset management knowledge, and proficiency with Word/Excel, plus experience with proposal management tools. base salary ranges apply with potential discretionary bonus.

Qualifications

• 5+ years of experience in financial services.
• Must have asset management marketing and/or RFP experience.
• Exceptional writing skills.
• Proficiency with Microsoft Word and Excel.
• Knowledge of investments and financial products.
• Experience with proposal management software (preferred).
• 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: collaborative team player who is professional, respectful, honest, open to new ideas.
• Communication: clear and professional across all formats; produce polished documents.
• Dependability: consistently a productive and positive team member.
• Initiative: take ownership and accountability, seek additional responsibilities.
• Results Oriented: analyze work product and ensure accuracy of deliverables.
• Problem Solving: identify causes and analyze information to arrive at solutions.

Responsibilities

• Proactively address RFPs, DDQs, recurring client reporting, and ad hoc client/prospect requests.
• Review, edit, and approve RFPs, DDQs, client reporting, and ad hoc client/prospect requests.
• Lead on-going projects such as the implementation and maintenance of new tools, AI skills, and RFP library governance.
• Draft responses to new/unique questions for prospects or clients.
• Provide day-to-day support to junior staff.
• Articulate in writing our investment philosophy, process, and outlook; and access relevant performance and 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 to coordinate RFP/DDQ responses.
• Assist with improvement 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.

Skills

Writing skills

Microsoft Word

Microsoft Excel

Investments knowledge

Attention to detail

Planning & organizing

Interpersonal skills

Communication

Dependability

Initiative

Problem solving

Tools

Proposal management software

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 RFP Manager.

Core Responsibilities:

• Proactively address Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs), recurring client reporting, and ad hoc client/prospect requests
• Review, edit, and approve RFPs, DDQs, client reporting, and ad hoc client/prospect requests
• Lead on-going projects such as the implementation and maintenance of new tools, AI skills, and RFP library and consultant database governance
• Draft responses to new/unique questions for prospects or clients
• Provide day-to-day support to junior staff
• 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 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:

• 5+ years of experience in financial services industry
• Must have asset management marketing and/or RFP experience
• Exceptional writing skills
• Proficiency with Microsoft Word and Excel
• Knowledge of investments and financial products
• Experience with Responsive or similar proposal management software (preferred)
• 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: $115,000 - $125,000 Annually

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].