JOB SUMMARY AND RESPONSIBILITIES

• Coordinate and complete high quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner
• Develop knowledge of industry trends, competitive landscape and investment team’s capabilities to facilitate
  improved client experience
• Develop strong working relationships with client portfolio management teams, sales professionals, client
  relationship managers, compliance and other groups
• Learn and communicate the investment team’s investment philosophy, process, product positioning and
  current market trends to internal and external clients.
• Assist in developing metrics to track key sales figures including RFP flows, hit rates, etc
• Assist with ad hoc projects including technology initiatives to automate reports and other materials.
• Assist with performing second level checks for RFP’s, DDQ’s and 15C’s prepared by the Analysts on the
  team

BASIC QUALIFICATIONS

• Bachelor’s/ Master’s Degree (Preferred: Master’s degree of Finance, Economics, Business or Commerce)
•  Strong analytical and interpersonal skills
•  Strong organizational and project management skills
•  Excellent communication skills both written and verbal
•  Must be motivated and hard working
• Exceptional attention to detail and accuracy
• Ability to handle multiple projects, deadlines, personalities, and broad based coverage
• Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products
• Ability to work in a fast-paced, team-oriented environmentnt