What are the responsibilities and job description for the Finance Proposal Coordinator position at Korn Ferry?
Korn Ferry is partnered with a global investment management firm that offers a variety of investment strategies seeking an experienced RFP Coordinator to join their team.
JOB DESCRIPTON
The RFP coordinator will support the existing team in preparing request for proposals, due diligence questionnaires, client inquiries, and maintaining consultant databases for global investment strategies across fixed income and equity. This role involves close collaboration with portfolio managers, strategists, and client service teams, providing valuable exposure to different aspects of the business.
JOB RESPONSIBILITIES
- Prepare high-quality RFPs and due diligence questionnaires (DDQs) for new and existing clients, ensuring accuracy and compelling content
- Gather and analyze data to respond effectively to quantitative questions
- Develop a strong understanding of the firm’s investment strategies and products
- Maintain and update content libraries and consultant databases to ensure consistency in messaging
- Build and maintain strong relationships with key teams, including sales, client service, investments, legal, compliance, and administration.
- Identify and implement improvements to enhance the efficiency of the RFP process.
QUALIFICATIONS
- Bachelor’s degree in finance or related field
- Ability to work onsite 5 days a week in Los Angeles
- Understanding of investment management concepts with working knowledge of asset management industry.
- Experience using Qvidian, eVestment, Callan, Mercer, and other databases is a plus.
SE#510725751
Salary : $70,000 - $75,000
