Request for Proposal - Opportunity with a leading Asset Management firm in Bangalore
- Coordinate and complete high quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner
- Develop knowledge of industry trends, competitive landscape and investment team's capabilities to facilitate improved client experience
- Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups
- Learn and communicate the investment team's investment philosophy, process, product positioning and current market trends to internal and external clients.
- Assist in developing metrics to track key sales figures including RFP flows, hit rates, etc
- Assist with ad hoc projects including technology initiatives to automate reports and other materials.
- Assist with performing second level checks for RFP's, DDQ's and 15C's prepared by the Analysts on the team.
- Oversee BAU and identify process enhancement opportunities.
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