Job Description
REPORTING RELATIONSHIP
Reports to: Head of RFP Operations, Global Client Solutions (Los Angeles)
PRIMARY FUNCTIONS RESPONSIBILITIES
- Update and maintain fundraising data sets across multiple sources using Excel, Power BI, and generative AI tools.
- Perform content updates and data governance processes within the firm s Content Management System (CMS), ensuring accuracy, consistency, and scalability of information.
- Coordinate quarterly updates of qualitative and quantitative statistics across internal systems, leveraging automation tools where possible to streamline workflows.
- Partner with RFP team members and cross-functional stakeholders to procure data, supporting documentation, and responses for RFPs, RFIs, and DDQs.
- Leverage generative AI tools and prompt engineering techniques to draft, refine, and standardize responses, improving efficiency and consistency across submissions.
- Identify and implement automation opportunities (e.g., AI tools, scripts, workflow tools) to reduce manual effort in data updates and content maintenance.
- Build a solid understanding of the firm s products and investment strategies to support inbound data and content requests.
- Manage multiple concurrent priorities across time zones, ensuring timely and high-quality deliverables.
- Assist with development and maintenance of Excel Connector files for Salesforce reporting and downstream processes.
QUALIFICATIONS
Education:
- A Bachelor s degree is required, preferably with a major in Accounting, Economics, Political Science, Finance, General Business or Management, and outstanding academic achievement.
Experience Required:
- 2-4 years of financial industry experience in investor operations, reporting, or RFP/DDQ processes.
- Demonstrated ability to work with structured and unstructured data, with a strong focus on accuracy and data integrity.
General Requirements:
- Experience using generative AI tools (e.g., ChatGPT, Copilot, or similar) in a professiona
📌 Analyst, RFP Operations (Mumbai)
🏢 Ares
📍 Mumbai