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Analyst, USWA RFP Analyst @ Primetrace

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 Analyst, USWA RFP Analyst

Job Description

USWA is seeking an RFP Analyst to support the completion of Standard RFIs, Request for Proposals ( RFPs ) and due diligence questionnaires ( DDQs ) The successful candidate will be part of a team responsible for providing quality and concise responses to DDQs and coordinating the completion of new business RFPs primarily for US mutual funds, active ETFs and interval funds but will also be cross trained to support other US retail products, including SMAs, models, collective investment trust funds, and 40 Act subadvised funds
This role presents an excellent opportunity to get exposure to different areas of the business and gain a wealth of knowledge about BlackRock, its position in the market and the products we manage
The ideal candidate has strong writing and communication skills and previous experience working in a fast-paced global financial services firm on RFP and similar documents
Key Responsibilities: Coordinate the completion of new business RFPs and client DDQs Ensure timely and accurate delivery of requests including proactively communicating potential issues and quality oversight Manage workload to successfully meet assigned deadlines and assist other team members when required Support and complete various efficiency and capacity-building initiatives, including automation/ standardization efforts Collaborate and liaise with partners from Strategy Teams, Sales, Operations, Legal & Compliance, Human Resources, and other departments across the firm Provide support to the maintenance and audit of core content in the RFP content management system
Qualifications: Post Graduate - MBA (Finance) from reputable institute CFA / FRM certification will be an added advantage
Skills, Experience and Competencies: 1 to 3 years of relevant experience in investment management/asset management or financial industry Team player with attention to detail with demonstrated analytical and problem-solving skills Ability to manage multiple tasks to tight deadlines Strong interpersonal skills and ability to build and maintain strong relationships Strong written and verbal communication skills Knowledge of financial markets, with familiarity with all asset classes and geographies Project management, collaborative writing, critical reading, and editing skills Strong familiarity with MS Office suite (Word, Excel, PowerPoint) Knowledge of RFP content management system, experience with Diligence Vault a plus

Job Classification

Industry: Financial Services
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Equity Research Analyst
Employement Type: Full time

Contact Details:

Company: Primetrace
Location(s): Mumbai

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Keyskills:   Wealth management Project management Mutual funds Analytical Healthcare Asset management RFP Portfolio management Financial services Auditing

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Primetrace

Preqin was founded in 2003 and has since grown into a leading provider of financial data and information for the alternative assets industry. Clients rely on Preqins extensive database to perform due diligence, benchmark performance, conduct market research, and identify investment opportunities. ...