RFP and Investment Data Specialist
William Blair
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
We are seeking a highly motivated RFP and Investment Data Specialist to complete Investment Management RFP and data/database team projects as workflow demands. This may include:
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Completing and maintaining information on Investment Management division in third-party databases and applying analytical skills to evaluate and complete custom data requests for IM business development, client service, and portfolio teams and other internal customers
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Respond to Requests for Proposal (RFPs) and consultant questionnaires. Collaborate with Investment Management business development and client service staff to evaluate appropriate information for qualitative responses, distinguish William Blair products and services from competitors, and assemble and deliver responses which portray William Blair in the most favorable perspective. Coordinate implementation and maintenance of RFP library for documentation and future reference and work independently with subject matter experts to maintain current and accurate approved library of responses
Specific responsibilities may also include but are not limited to:
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Monitoring and updating third-party database providers and act as subject matter experts for similar data in RFPs to ensure consistency within proposals.
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Apply foundational analytical expertise to support business development and client service teams across Investment Management. Requires independent management of projects to ensure data is correct and deadlines are met. Requires ability to evaluate data from multiple systems to coordinate appropriate data results.
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Build knowledge of William Blair institutional investment strategies and products. Obtain information on investment philosophy, features and performance of specific investment products.
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Collaborate with RFP team for questionnaire response workflows and activities. Ensure that requests are completed within established timeframes and independently work with subject matter experts on unique qualitative and quantitative answers.
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Maintenance of the RFP database for documentation and future reference. Recommend appropriate responses to sales and marketing staff in accessing reference information. Independently respond to ad hoc requests for information independently.
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Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Qualifications
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Bachelor's Degree in Finance or Marketing related field preferred
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Some experience or internship in asset management marketing preferred; financial services industry experience preferred
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Project management and prioritization skills
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Ability to collaborate across multiple functions
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Strong analytical skills
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Strong written and verbal communication skills
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Attention to detail and quality
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Knowledge of investment concepts, products and applicable regulations
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Proficiency in Microsoft Office
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Ability to learn multiple types of systems and industry standard data sources
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
About Our Firm
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
- California Consumer Privacy Act Privacy Notice (CCPA)
- General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.