Associate handling RFP requests and coordinating proposals for PGIM, a global asset management firm. Collaborating with internal teams to ensure timely and effective communication and delivery.
Responsibilities
Assist with RFP requests, investor diligence inquiries, and market surveys.
Track, coordinate, and complete requests.
Confirm source-data accuracy and appropriate application in responses.
Ensure clarity, brevity, and consistency.
Coordinate with internal stakeholders (portfolio teams, business development, legal, compliance, and others) to: Gather information and tailor responses.
Ensure timely delivery of proposals.
Project-manage document completion.
Fulfill internal requests for information used for standard and ad hoc client reporting.
Manage Consultant Database Updates.
Maintain updated content in our RFP database.
Collaborate with a team of experienced RFP / Investor Services colleagues located across the globe.
Requirements
3+ years' minimum experience working within the investment management industry, with a focus on RFP writing & DDQ processes or Investor Services.
Strong written/verbal communication and quantitative skills.
Advanced knowledge of Microsoft office suite, using styles and formatting in Word and Excel.
Outstanding project management, relationship management, and organizational skills.
Ability to work in a fast-paced, deadline-driven environment.
High degree of professionalism and client service mindset.
Excellent writing, verbal, and editing skills.
Knowledge of Private Credit &/or Private Real Estate (Equity/Debt) markets.
Benefits
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
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