Description:
Support senior members of the Institutional Client Management team and respond to requests for proposal (RFPs), from institutional prospects located in both Canada and the U.S.
Primary Responsibilities
- Respond to RFIs and RFPs from consultants and other institutional prospective clients located in Canada and the U.S.
- Lead and execute complex client deliverables including performance reports, due diligence requests and other portfolio analysis
- Support Institutional Portfolio Managers with client and consultant requests for information
- Liaise with internal investment professionals to ensure a detailed understanding of the firm’s investment processes and products to maintain accurate and relevant external responses
- Update and manage RFP content in our RFP database (RFPIO)
- Maintain marketing and consultant databases, such as eVestment
- Prepare presentations, related materials and competitive intelligence research for finalists and other prospective meetings
- Develop and maintain reports in Salesforce that report on Business Development progress
- Update Salesforce and maintain content related to new opportunities and sales activity
- Support the development and maintenance of marketing collateral for both Canadian and U.S prospects
- Support custom projects for both Canadian and U.S clients
- May participate in the production of performance attribution commentary and analysis for investment strategies sent to clients and prospects
- Generate and design competitive intelligence reports and make appropriate recommendations to drive business decisions
- May participate in client meetings with Institutional Portfolio Managers
- Drive continuous improvement across team processes and written content
Application requirements
- University Degree
- Completion of the Canadian Securities Course or other industry-related courses
- Minimum 5 years of investment industry experience (Institutional experience preferred)
- Exceptional communication skills, specifically writing and language
- Strong data analysis abilities
- Detail-oriented
- Strong computer skills with proficiency for Microsoft Office Excel and Power Point
- Strong time management and project management skills to meet deadlines
- Ability to present candid feedback and suggestions to improve processes
- Performs well under pressure
- Works well in a team environment
- Knowledge of the institutional investment industry would be an asset