- Effectively manage RFP content, ensuring integrity and quality by adding new records and updating existing content to our content database on an ad hoc and quarterly basis.
- Manage the coordination of qualitative and quantitative key stats updates throughout the content database and across various materials on a quarterly basis.
- Coordinate the completion and approval of standardized due diligence questionnaires.
- Maintain and update personnel data across multiple files utilized for RFPs and DDQs on a quarterly basis.
- Assist with the population of personnel tables included within RFPs and DDQs, and spearhead of completion of DEI questionnaires.
- Liaise with other internal support departments to obtain data, supporting documentation, and other responsive information as needed.
- Work with outsourced consultant database population vendor for all active strategies; review/audit qualitative and quantitative firm / strategy information including performance, AUM and characteristics.
- Builds a thorough understanding of the firm's products and investment strategies to facilitate the accurate and consistent creation of proposals.
- Strong project management skills with the ability to streamline and develop new processes in partnership with the broader global team.
- A Bachelor's degree is required, preferably with a major in Accounting, Economics, Political Science, Finance, General Business or Management, and outstanding academic achievement.
- 4+ years of financial industry experience in an investor relations role and experience with due diligence questionnaires and requests for proposals.
- Must be process and detail-oriented, placing a high priority on accuracy with particular focus on qualitative and quantitative accuracy.
- Highly organized with a proven ability to handle multiple concurrent assignments.
- Comfortable working with detailed personnel and AUM data with the ability to synthesize and provide data.
- Strong written and verbal communication skills; ability to articulate clear responses.
- Experience with formatting and styling of documents.
- Desire and ability to work in a dynamic, collaborative team environment with excellent interpersonal skills.
- Strong work ethic including proactively addressing projects at hand and improving processes.
- Problem solver with ability to research solutions and leverage available resources to accomplish the task at hand.
- I have a proficiency with Microsoft Office Suite, and experience with Salesforce, Loopio RFP software, Tableau, and PowerBI a plus.
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Associate, RFP Operations - mumbai, India - Ares Management Corporation
Description
Description
REPORTING RELATIONSHIP
Reports to: Head of RFP Operations, Global Client Solutions (Los Angeles)
PRIMARY FUNCTIONS & RESPONSIBILITIES
QUALIFICATIONS
Education:
Experience Required:
Reporting Relationships
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.