Job Summary:
The Senior Proposal Analyst will support institutional distribution teams by providing end-to-end management of complex Requests for Proposals (RFPs), client and consultant Due Diligence Questionnaires (DDQs), and ad-hoc requests. The Proposal Services Team partners with relationship management, investment, and other business teams to support sales and client retention efforts. This role contributes to organizational asset growth and retention by managing RFP and DDQ submissions, which play a critical role in the sales cycle. The analyst will work closely with Relationship Managers and cross-functional business partners throughout the proposal process.
Key Responsibilities:
• Lead the end-to-end management of RFPs and client and consultant due diligence questionnaires.
• Manage business partner expectations throughout the execution of large and complex RFPs and DDQs.
• Provide direction to internal business partners by establishing timelines, anticipating and escalating issues, and delivering status updates to key stakeholders.
• Collaborate across the organization with multiple teams, including distribution, investment product, compliance, and other relevant business functions.
• Ensure the integrity of quantitative firm and product data using key tools such as Oracle Business Intelligence and Performance Workstation.
• Oversee the delivery of final RFPs and DDQs to internal business partners.
• Partner with Relationship Managers on all aspects of the RFP process.
• Manage multiple proposal projects simultaneously while maintaining quality and meeting established deadlines.
Required Qualifications:
• Bachelor's degree.
• 3-5 years of experience in the financial services industry, with a background in client service, operations, and/or project management.
• Superior project management skills and the ability to lead multiple projects simultaneously.
• Excellent interpersonal and communication skills, with the ability to build and maintain relationships with diverse business partners.
• Ability to work autonomously and make independent decisions based on business objectives and priorities.
• Adaptability, curiosity, and the ability to manage competing priorities across asset classes and product deliverables.
• Strong problem-solving skills and the ability to develop solutions that improve processes and increase efficiency.
