Build an expert understanding of online questionnaire submission platforms, utilizing efficiencies across portal entries (looking at AI, APIs, automation, etc.)
Maintain strong relationships with online platform providers
Research, initiate and implement innovative ideas and creative approaches to help increase the efficiency and further the goals of the submission process of Requests for Proposals ("RFPs") and Due Diligence Questionnaires ("DDQs") through online portals
Project manage the coordination and completion of RFPs and DDQs with a main focus on those originating from online portals
Ensure deadlines are met with consistent and accurate messaging across all questionnaires
Collaborate directly with various investment professionals and other senior employees (e.g., in ESG, legal, compliance, operations, finance, risk, client service, technology, etc.) to help craft accurate responses to standard and customized questions
Build an in-depth understanding of the firm's product offerings and investment capabilities and use financial acumen as it relates to RFP materials
Master the RFP process while seeking to improve the efficiency and quality of RFP submissions
Requirements
Undergraduate degree (finance, economics or business preferred)
Up to 2 years' experience in an RFP role, an asset management or financial firm preferred
Strong work ethic with the ability to self-manage time in a fast-paced and deadline driven environment
Must be process oriented with exceptional attention to detail with excellent organizational and problem-solving skills
The ability to work in a dynamic, collaborative team environment with excellent interpersonal skills
Strong written and verbal communication skills. Clearly and succinctly communicate verbally and in writing in a variety of settings and styles, especially to senior members of the firm; with the ability to articulate clear responses
Self-starter with proven initiative and ability to work independently and as part of a broader team
LI-MB1
LI-Hybrid
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of
Benefits
Dental insuranceVision insurancePerformance bonus
Additional Information
Neuberger's Global RFP Team, with professionals in New York, Chicago, London, Hong Kong, and Tokyo, collaborates closely with each of the firm's distinct distribution channels and investment teams to craft responsive marketing material for prospective and existing client questionnaires. The team works across all distribution channels responding to requests from the firm's various client types from around the world. The team is committed to consistently and efficiently delivering high-quality proposals to enhance our global sales, marketing, and client service efforts. The RFP writer will work across various departments at the firm: a great opportunity to learn about the asset management industry and build relationships with investment professionals and other colleagues with varying levels of seniority.
We are looking for a highly motivated, detail-oriented professional who thrives in a fast-paced environment and who will take the initiative to continually look for opportunities to improve the quality, timeliness, and efficiency of our submissions. This newly created role within the team will focus on building relationships, seeking efficiencies and coordinating the submission of RFPs and questionnaires through online portals. Working as part of the Global RFP Team, the successful candidate will ensure that all RFPs needing submission through online portals are completed in a timely manner and tailored to investor and portal requirements.
Nb · New York, NY