About the role
Experience in the asset management field. RFP experience preferred. Must have the ability to understand investment products and services in addition to the RFP and consultant questionnaire response process. The candidate must be proficient in all Microsoft applications. Solid understanding of investment business and the firm's products and services. The candidate must possess a proven skill set that includes strong organizational skills, proven communication skills, both written and oral, must demonstrate ability to proof-read and conduct a peer review of a client documents for accuracy of grammar, spelling and consistency. Ability to multi-task, prioritize and perform under tight deadlines is essential to the success of this position. This position requires both the ability to work independently and with others on large client requests when required. BA/BS degree (preferably in business or economics) or equivalent experience required. No certifications or licenses are required; however NASD/FINRA licenses are preferred (Series 6 or 7 and 66 or 63). Client Business Area: Fintech, Asset Management, Issuer communication equities trading, fixed income instruments. Client environment: MS Sql Server, T-SQl code, Performance Tuning, Python (Good to have), Agile (Good to have)"