Associate, Corporate Account Management (CAM) recruitment

 We offer these strategies as single-asset-class components as well as complete investment solutions. Our wide range of mutual fund and separate account strategies are primarily sold to financial intermediaries across the U.S.

JOB SUMMARY:

Provide support for Company’s Corporate Account Management (CAM) sales efforts. Primary responsibilities include: Preparation and oversight of Requests for Proposals (RFPs) for prospective institutional and retail clients including questionnaires from institutional consultants.  Completing assigned due diligence surveys in a timely and accurate manner.

ESSENTIAL FUNCTIONS:

• Assists in quarterly questionnaire and database completion.

• Assists with ad-hoc CAM projects.

• Construct/edit answers and information for RFPs as needed.

• Coordinate with, facilitate input and form relationships with the investment specialist and other areas of the organization (operations, compliance, HR) to assemble and develop response information.

• Disseminate information internally regarding progress of request.

• Write original content based on information gathered from subject matter experts.

• Ensure the RFP database includes all relevant questions/answers and the answers are accurate, properly written and persuasive.

• Edit text within the current RFP database and text provided by subject matter experts.

• Improve and provide regular maintenance updates for the RFP database.

KNOWLEDGE, SKILLS AND ABILITIES:

• Problem solving abilities; includes the appropriate people in the decision making process.

• Excellent written and verbal communication skills.

• Works productively in a team environment.

• Excels in a fast-paced environment while meeting deadlines and executing responsibilities with minimal errors.

• Must be proficient in MS Word, PowerPoint, and Excel. Must also be able to quickly and efficiently learn new programs.

EDUCATION AND EXPERIENCE:    

• Bachelor’s degree in a business-related major preferred

• 1-2 years related experience

• Experience in Financial Services industry strongly preferred.

PHYSICAL REQUIREMENTS:

• Extensive work with computers.