Our investment philosophy is simple: we seek to buy good businesses at low prices. We focus exclusively on companies that are underperforming their historically demonstrated earnings power, performing fundamental, bottom-up research on these companies in an effort to determine whether the problems that caused the earnings shortfall are temporary or permanent. We typically consider companies for inclusion in the portfolio when the following criteria are met: (1) the current valuation is low compared to the company’s normalized earnings power; (2) the current earnings are below historic norms; (3) problems are viewed as temporary; (4) management has a viable strategy to generate earnings recovery; and (5) there is meaningful downside protection in case the earnings recovery does not materialize. We believe a concentrated portfolio exclusively focused on companies with these characteristics should generate meaningful excess returns for long-term investors.

Pzena Investment Management

Customer Success

• Work closely with the Director of Marketing Operations and Business Development & Client Services Operations Manager
to provide day-to-day management support and backup as needed
• Review, edit, and approve RFPs, DDQs, RFIs, and ad hoc client/prospect requests and questionnaires
• Proactively address RFPs, DDQs, RFIs, and ad hoc client/prospect requests, and complete all corresponding documentation
• Articulate our investment philosophy, process, and outlook in writing
• Access relevant performance and other data to respond to requests as needed
• Understand and analyze performance attribution and assist with reporting and commentary as needed
• Complete ad hoc projects to support sales and management team as requested
• Partner with investment team, operations, legal, and other subject matter experts throughout the firm to coordinate accurate RFP/DDQ/RFI responses
• Assist with improvement to and maintenance of standard language in RFP and consultant databases
• Build an in-depth understanding of the firm’s products and strategy and use financial acumen as it relates to RFP materials

RFP Supervisor (Business Development & Client Services Operations)

Software Engineer

• Collaborate with various teams and stakeholders to gather requirements, provide technical guidance, design scalable solutions, and ensure successful implementation
• Take on various roles and responsibilities as needed, demonstrating flexibility and versatility in supporting the organization's evolving needs
• Develop and implement software to support internal initiatives, that enhance business processes and manage business intelligence
• Design and manage data models for applications, metadata tables, and views, ensuring system, data, and reporting standards, security, performance, robustness, and reliability
• Create and deliver a wide range of reporting solutions, using tools such as SSRS and PowerBI to provide valuable insights and support data-driven decision-making

Applications Developer

• Work closely with the Director of Marketing Operations and Business Development & Client Services Operations Manager, to provide day-to-day management support and backup as needed
• Review, edit, and approve RFPs, DDQs, RFIs, and ad hoc client/prospect requests and questionnaires
• Proactively address RFPs, DDQs, RFIs, and ad hoc client/prospect requests, and complete all corresponding documentation
• Articulate the firm’s investment philosophy, process, and outlook in writing
• Access relevant performance and other data to respond to requests as needed
• Understand and analyze performance attribution and assist with reporting and commentary as needed
• Complete ad hoc projects to support sales and management team as requested
• Strategically develop best-in-class communications materials
• Partner with investment team, operations, legal, and other subject matter experts throughout the firm to coordinate accurate RFP/DDQ/RFI responses
• Assist with improvement to and maintenance of standard language in RFP and consultant databases
• Build an in-depth understanding of the firm’s products and strategy and use financial acumen as it relates to RFP materials

Pzena Investment Management Jobs in New York City