Job Purpose: 

  • WisdomTree Asset Management is seeking an experienced RFP Analyst
  • Responsibilities include supporting sales efforts across the Firm by collaborating with the sales team and various stakeholders to manage the production and execution of RFPs/RFIs and other ad hoc client requests, writing and maintaining investment language used within client proposals, and serving as lead on assigned projects
  • This individual will also have responsibility for completing various consultant questionnaires as part of the due diligence process
  • The successful candidate will have experience or in-depth knowledge of the asset management industry
  • Relevant experience with institutional investors, as well as product knowledge relating to ETPs and ETFs, fixed income, equity and alternative asset classes would be distinct advantages.

Your Responsibilities:

  • Complete and coordinate high quality and accurate RFPs, RFIs, DDQs and consultant questionnaires
  • Assist with the development of RFP processes/guidelines and effectively manage timelines while meeting internal and external deadlines
  • Craft new and more complex RFP responses, as well as enhancing existing language
  • Coordinate RFP completion through ongoing communication, relationship development and teamwork with Sales team members and subject matter experts throughout the Firm; focusing on collaboration and driving toward strategic priorities
  • Ensure that the Qvidian RFP response database is up-to-date with the most recent RFP responses and data
  • Work effectively with various internal groups to process and obtain relevant information for questions
  • Manage content management database, processes, policies and procedures
  • Focus on continuous improvement and streamlining related to RFP language, process, consultant database content, AUM and personnel reporting, etc
  • Assist on other projects as assigned.

Skills and Qualifications:  

  • Experience in the investment management industry, with a minimum 2 years of RFP or business writing experience
  • Bachelor’s degree in related field preferred or equivalent work experience
  • Superior writing and editorial abilities
  • Understanding of investment products (Knowledge of ETF structure is highly desired)
  • Knowledge of and experience with consultant database reporting
  • Excellent analytical and communication skills
  • Proven ability to apply judgment, creativity, and writing skills in developing and editing customized responses
  • Strong commitment to quality control with focus on data integrity and compliance
  • Ability to take ownership of a project and successfully manage it from start to finish
  • Positive, collegial approach and a high level of professionalism
  • Ability to work on multiple assignments and complete high-quality work against strict and competing deadlines dictated by clients, prospects, and consultants
  • Proficiency in MS Office (Word, Excel, PowerPoint).

Source: for more information click here.

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