RFP Specialist - Investment Management

Company: Macquarie Group Limited
Location: Philadelphia
Posted on: May 16, 2022

Job Description:

Become a key part of our Investment Management business by joining our team as an RFP specialist. You will work closely with our retail and institutional sales platform to prepare and oversee Request for Proposals for prospective institutional and retail clients, questionnaires from institutional consultants and special client requests.You will form and cultivate relationships with major functional areas of the investment organization (investment teams, sales, marketing, operations, legal, compliance, HR) you'll drive, coordinate, and facilitate input and develop response information to drive new business initiatives. You will use your strong attention to detail and be responsible for the accuracy of all information contained in the RFP. You will work within strict timelines and deadlines you'll communicate information internally regarding the progress of requests and update the RFP database with any new or improved answers. You will bring excellent writing, communication, and time management skills to the role with the ability to address technical investment-oriented details in a clear, concise and compelling manner.Your key responsibilities will include:completing Requests for Proposals (RFPs),Due Diligence Questionnaires (DDQs) and ad-hoc questionnaires for prospective and existing institutional and retail clients,collaborating effectively and building relationships across the investment organization (investment teams, sales, marketing, operations, legal, compliance, HR) to continuously improve responses,communicating information internally regarding progress of request,maintaining and improving the RFP database (RocketDocs) with any new or improved answers,championing our RFP process and adhere to timeframes to ensure deadlines are met.To be successful in this position you'll have at least five years of relevant industry experience along with your series 6 and 63 licenses or be willing to obtain it within 6 months of hire.About Macquarie Asset ManagementMacquarie Asset Management is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, natural resources, private credit, fixed income, equities, multi-asset and liquid alternatives. As at 31 March 2021, Macquarie Asset Management had $A562.2 billion of assets under management.Our commitment to Diversity and InclusionThe diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter.All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment of individuals who are minorities, women, protected veterans, and individuals with disabilities.We equip our people with the support to work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.About MacquarieA career at Macquarie means you'll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world-whether it's accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we're empowering people to innovate and invest for a better future.Our size and international presence means your work can take you anywhere-across business groups, disciplines, sectors and borders. With 17,000+ employees and offices in 33 markets around the world, we're a truly global organisation.You'll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You'll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you'll have the opportunity to make a difference.Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.Job no: MAM-964442Work type: Permanent - Full timeLocation: New York, PhiladelphiaCategory: Mid-level, Asset Management, Marketing & CommunicationsGroup: Macquarie Asset ManagementDivision: Public InvestmentsRecruiter: Katie MaierOpening Date: 25/4/2022

Keywords: Macquarie Group Limited, Syracuse , RFP Specialist - Investment Management, Executive , Philadelphia, New York