RFP Senior Associate at Pzena Investment Management

Pzena Investment Management is a registered investment adviser and broker-dealer that has been managing global equity assets since 1995. With approximately $60 billion in assets under management, we provide specialized equity investment services to institutional, corporate, and individual clients across the globe. Our team consists of over 150 dedicated employees, primarily based in our Manhattan headquarters, with additional offices in London, Dublin, and Melbourne. We view our staff as partners and are committed to internal mobility, providing a collaborative environment where you can grow your career alongside a firm that values diverse perspectives and professional development.

About the Role

We are looking for a Senior Associate to join our Marketing and Client Services team on a full-time basis. In this role, you will be a vital contributor to our business growth by managing the completion of Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). You will work closely with the Manager of Business Development and Client Services to support our sales efforts and ensure our client communications are accurate, insightful, and reflective of our investment philosophy.

Key Responsibilities

• Review, edit, and approve complex RFP and DDQ responses, prospect presentations, and various ad hoc client support requests.
• Lead ongoing projects related to database governance, including the maintenance of consultant database narratives and our internal RFP library.
• Collaborate across firm departments, including the investment team, operations, and legal, to coordinate precise information and articulate our investment process effectively.

Requirements

To be successful in this position, you should possess the following qualifications:

• A Bachelor's degree.
• At least 4 years of experience within the financial services industry, with a preference for candidates who have a background in asset management marketing or RFP management.
• Exceptional writing skills and the ability to clearly explain investment strategies and performance data.
• Strong proficiency in Microsoft Word and Excel.
• A deep understanding of financial products and investment concepts, with familiarity in proposal management software being a plus.

Location

This position operates in a hybrid work environment. Our current schedule involves four days in the office and one day remote, supplemented by 15 additional days of remote flexibility to use at your discretion.

Compensation and Benefits

The salary range for this role is $100,000 to $110,000. Beyond base pay, we offer a comprehensive benefits package designed to support your health, wellness, and long-term professional growth:

• Medical, dental, and vision insurance.
• Life insurance and 401k plans.
• Paid time off and flexible hours.
• Tuition reimbursement and professional development opportunities.