AVP or VP, Proposal Writer/Due Diligence Project Manager (Hedge Fund)
Our client, a leading hedge fund, is looking for a Proposals Writer/DD PM to join their growing NY and LA based team.
28th August, 2019
Location(s): New York, NY and Los Angeles, CA
Job Description & Synthesis
As a member of the Marketing and Client Relations team, the Proposals Writer/Due Diligence Project Manager will support the sales and marketing process by leveraging firm wide resources to craft standard DDQs, respond to formal RFPs/RFIs for client's funds and respond to ad-hoc due diligence questions. He/she will also support client monitoring efforts by preparing RFIs and fulfilling periodic information requests.
Additional responsibilities include:
Interacting with functional areas across the company including but not limited to portfolio management, portfolio analysis and reporting, marketing representatives, client services representatives, accounting, compliance, legal and operations in order to complete marketing requests;
Selecting, drafting or working with other departments to write accurate and consistent responses to routine or nuanced client and prospective client requests;
Managing and preparing due diligence packages, including standard due diligence questionnaires and auxiliary documentation such as board lists, client representative lists and regulatory and compliance information;
Participating in quality assurance reviews for peer work products;
Ensuring the integrity of internally stored content databases;
Identifying and executing on opportunities to build efficiencies through process and technological improvements around routine based data related tasks; and
Understanding of all or a majority of client investment strategies and their relevant operating, performance and risk metrics.
Approximately 5 - 7 years of RFP experience within a finance, marketing or legal role, preferably within the investment management industry, or 2 - 3 years working at a law firm;
Experience responding to RFP and/or client related inquiries for firm and fund specific information;
Proven ability to prioritize high volumes of work from a multitude of sources while maintaining the highest quality standards; exceptional organizational skills;
Exceptional writing skills: ability to craft thoughtful and compelling commentary; and
Articulate and creative communicator; ability to explain complex concepts to a wide range of audiences.
The successful candidate will have outstanding initiative and a strong work ethic;
Passion for improving systems and processes;
Ability to operate independently on short and long term goals;
The candidate must be highly collaborative with excellent interpersonal skills;
The ability to leverage firm wide resources in an effective and judicious manner;
Strong written and verbal communication skills; ability to contribute and edit content for RFP responses;
The candidate must be detail=oriented and a natural problem solver; have the resolve to independently research problems and offer solutions;
He/She will be organized and able to manage multiple projects with differing priorities to meet deadlines;
The candidate will be team-oriented and must possess strong integrity and professionalism and share client's common goal of excellence; and