Rfp Supervisor - New York, United States - Pzena Investment Management

Pzena Investment Management
Pzena Investment Management
Verified Company
New York, United States

5 days ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $60 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 150 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.


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.


Responsibilities

  • Work closely with the Director of Marketing Operations and Business Development & Client Services Operations Manager, to provide daytoday management support and backup as needed
  • Review, edit, and approve RFPs, DDQs, RFIs, and ad hoc client/prospect requests and questionnaires
  • Proactively address RFPs, DDQs, RFIs, and ad hoc client/prospect requests, and complete all corresponding documentation
  • Articulate our investment philosophy, process, and outlook in writing
  • Access relevant performance and other data to respond to requests as needed
  • 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 bestinclass communications materials
  • Assist with improvement to and maintenance of standard language in RFP and consultant databases
  • Build an indepth 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.

Note:
We are currently working in a hybrid environment with 4 days in the office and 1 day remote. You will also have an additional 15 days of remote flexibility that can be used at your discretion.


Qualifications:


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

Preferred Qualifications:


  • Knowledge of investments and financial products
  • Experience with RocketDocs or similar proposal management software

Salary Range:
$110,000 - $130,000


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.

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