RFP Senior Associate at Pzena Investment Management

Since our founding in 1995, Pzena Investment Management has grown into a global firm managing over $60 billion in equity assets. With a dedicated team of approximately 160 employees across offices in Manhattan, London, Dublin, and Melbourne, we pride ourselves on providing high-quality investment management services to institutional, corporate, and individual clients. We view our team members as partners, and we are deeply committed to internal mobility and long-term career growth. We are looking for an exceptional professional to join our Marketing and Client Services group and help us continue our trajectory of success.

The opportunity

As our new RFP Senior Associate, you will play a vital role in our business development efforts. You will sit at the intersection of marketing and client services, ensuring that our communications are accurate, compelling, and reflective of our investment philosophy. This position is perfect for someone who enjoys the challenge of proposal management and wants to contribute directly to our firm's growth by supporting both new business pursuits and existing client relationships. You will report to the Manager of Business Development and Client Services and collaborate with colleagues across our investment, operations, and legal teams.

A day in the life

• You will review, edit, and finalize complex Request for Proposals and Due Diligence Questionnaires, ensuring every document meets our high standards for clarity and precision.
• You will lead ongoing projects to maintain our consultant databases and RFP library, which includes drafting new, unique responses to address specific prospect inquiries.
• You will provide mentorship and day-to-day support to junior associates, helping them refine their understanding of our investment process and performance attribution data.

Who you are

You are a detail-oriented professional with at least 4 years of experience in the financial services industry, ideally within asset management marketing or proposal management. You possess exceptional writing skills and the ability to articulate complex investment strategies with ease. You are highly proficient in Microsoft Word and Excel, and you have a strong grasp of financial products. If you have experience with proposal management software, that is a significant plus. You are comfortable working in a hybrid environment and are ready to contribute to a collaborative, fast-paced team.

Why you'll love it here

We offer a competitive base salary range of $100,000 to $110,000. Beyond the numbers, we invest in your well-being and professional development. Our comprehensive benefits package includes medical, dental, vision, and life insurance, along with a 401k plan. You will also enjoy the flexibility of a hybrid work schedule, paid time off, and tuition reimbursement. We foster a culture of continuous learning through mentorship programs and lunch-and-learn sessions, and we make sure to have fun together with team-building activities, social events, and even regular office celebrations.