Senior RFP Associate

New York City, NY (Unknown)

$115K/yr – $125K/yrSenior Level5+ years exp

Posted 4 days ago

Job Summary

Own the RFP and DDQ response process, shape investment narratives, and lead cross‑functional initiatives from library governance to reporting deliverables.

Manages proposals, client communications, and related analytics
Drives tool implementations and knowledge management across teams

Job Description

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

Requirements

Bachelor’s degree required
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

Preferred

Experience with Responsive or similar proposal management software (preferred)

Benefits

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.
Mentorship Program
Lunch & Learns
sponsoring workgroups and committees to recommend business improvements
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

4.2 Glassdoor

Our investment philosophy is simple: we seek to buy good businesses at low prices. We focus exclusively on companies that are underperforming their historically demonstrated earnings power, performing fundamental, bottom-up research on these companies in an effort to determine whether the problems that caused the earnings shortfall are temporary or permanent. We typically consider companies for inclusion in the portfolio when the following criteria are met: (1) the current valuation is low compared to the company’s normalized earnings power; (2) the current earnings are below historic norms; (3) problems are viewed as temporary; (4) management has a viable strategy to generate earnings recovery; and (5) there is meaningful downside protection in case the earnings recovery does not materialize. We believe a concentrated portfolio exclusively focused on companies with these characteristics should generate meaningful excess returns for long-term investors.

Founded in 1995

New York, New York, USA

202 employees (9 in marketing)

www.pzena.com

1% recommend to a friend

1% CEO approval