This Analyst/Associate, Institutional Client Experience joins the Institutional Asset Management team to manage proposals and client deliverables, ensuring high‑quality solutions for institutional investors.
Key Responsibilities
Contribute to the client solutioning process by drafting customized RFPs, RFIs, and DDQs.
Determine requirements for successful proposal submission and coordinate proposal huddles.
Manage timeline and deliverables, ensuring proposals meet established deadlines.
Populate, write, proofread, edit, and format proposal content, adapting boilerplate as needed.
Collaborate with the Institutional Asset Management team on complex proposals.
Maintain qualitative and quantitative content in global investment databases (e.g., eVestment).
Complete client deliverables efficiently, applying service standards, policies, and procedures.