Associate, RFP Operations

• Manage the coordination of quarterly updates to qualitative and quantitative data throughout the library within the proposal management tool and across various materials.
• Support content management by assisting with library maintenance by updating language while ensuring integrity and quality, and removal of outdated or duplicate entries.
• Update personnel data across multiple files on a quarterly basis and assist with the population of personnel tables included within RFPs and DDQs, as needed.
• Liaise with internal teams to ensure biographies are maintained and up to date in the content database.
• Create and maintain automated templates for strategies and key exhibits for use in RFPs.
• Facilitate collaboration with internal teams to obtain data, supporting documentation, and other response information as needed.
• Assist with reviewing quantitative information including performance, AUM and characteristics at the firm and strategy level for accuracy.
• Collaborate with subject matter experts to ensure content is up to date and obtain latest collateral to support RFP efforts.
• Support special projects that advance RFP Team initiatives.
• Builds a thorough understanding of the firm's products and investment strategies to facilitate the data request needs for in-bound ad-hoc information requests.
• Ability to prioritize and multi-task under the pressure of deadlines and across time zones to drive process and results.

• A Bachelor’s degree is required, preferably with a major in Accounting, Economics, Political Science, Finance, General Business or Management, and outstanding academic achievement.

• 4+ years of financial industry experience in an investor operations or reporting role and experience/knowledge of due diligence questionnaires and requests for proposals processes.
• Must be process and detail-oriented, placing a high priority on accuracy with particular focus on qualitative and quantitative accuracy.
• Problem solver with ability to research solutions and leverage available resources to accomplish the task at hand.
• Highly organized with a proven ability to handle multiple concurrent assignments.
• Comfortable working with detailed firm data (including but not limited to personnel, AUM, key statistics, fund details) with the ability to synthesize and provide data.
• Strong written and verbal communication skills; ability to articulate clear responses.
• Must be comfortable with email outreach to internal stakeholders at the firm.
• Experience with formatting and styling of Word/Excel/PDF documents.
• Desire and ability to work in a dynamic, collaborative team environment with excellent interpersonal skills.
• Strong work ethic, including proactively addressing projects at hand and reporting on their progress, meeting deadlines for both internal and external stakeholders.
• Salesforce reporting and dashboard creation experience will be required.
• Proficiency in proposal management software and tools and PowerBI a plus.

Ares Wealth Management Solutions