Pzena Investment Management
“Value isn’t a factor. It’s a philosophy.” - Rich Pzena
Classic Value Investing • Deep Fundamental Research • Deep Value
51 - 200
RFP Supervisor (Business Development & Client Services Operations)
July 10
🏢 In-office - Manhattan
Pzena Investment Management
“Value isn’t a factor. It’s a philosophy.” - Rich Pzena
Classic Value Investing • Deep Fundamental Research • Deep Value
51 - 200
Description
• 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
Requirements
• Bachelor's degree required • 5+ years of experience in the financial services industry • Must have asset management marketing and/or RFP experience • Exceptional writing skills • Proficient with Microsoft Word and Excel
Benefits
• Additional health cover • Life assurance • Income protection • Pension • Year-end discretionary bonus • Employee benefits
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