Job Summary

Experience in the asset management field. RFP experience preferred. Must have the ability to understand investment products and services in addition to the RFP and consultant questionnaire response process. The candidate must be proficient in all Microsoft applications. Solid understanding of investment business and the firms products and services. The candidate must possess a proven skill set that includes solid organizational skills, proven communication skills, both written and oral, must demonstrate ability to proof-read and conduct a peer review of a client documents for accuracy of grammar, spelling and consistency. Ability to multi-task, prioritize and perform under tight deadlines is essential to the success of this position. This position requires both the ability to work independently and with others on large client requests when required.

Responsibilities

- Understand investment products and services in addition to the RFP and consultant questionnaire response process.
- Proficient in all Microsoft applications.
- Solid understanding of investment business and the firms products and services.




- Possess strong organizational skills and proven communication skills, both written and oral; demonstrate ability to proof-read and conduct a peer review of client documents for accuracy of grammar, spelling and consistency.
- Ability to multi-task, prioritize and perform under tight deadlines.
- Ability to work independently and with others on large client requests when required.

Requirements

- BA/BS degree (preferably in business or economics) or equivalent experience required.
- No certifications or licenses are required; however NASD/FINRA licenses are preferred (Series 6 or 7 and 66 or 63).

Skills/Environment

- MS SQL Server
- T-SQL
- Performance Tuning
- Python (Good to have)
- Agile (Good to have)

Disclaimer This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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