Proposal Coordinator (Investment Management) | Remote-First Work Set-Up - Infinit-O

The Team

In addition to supporting primary investment related activities, the groups assist in the design and implementation of firm-wide projects, operational due diligence, counterparty management and client-related activities.

RFP Team is part of the Shared Services department. RFP is responsible for interacting and coordinating within areas of the firm to actively address RFP, DDQ and RFI requests and complete all corresponding documentation.

The Shared Services department acts as an intermediary across all teams within the firm, fielding a myriad of questions and inquiries. In addition to being the liaison between internal groups, the shared services team delivers high quality client service to external business relationships.

• Senior Associate is to prepare and complete client questionnaires and other deliverables on a Quarterly, Semi-Annual and Annual Basis with highest level of accuracy and within a predetermined time set forth in the work allocation.
• Prepare reports for Clients and / or validate accuracy of data for the Clients.
• Senior Associate is expected to properly communicate with information suppliers to gather requirements for reporting and deliverables.
• Ensure that assigned questionnaires are prepared and completed in conjunction to its reviewer schedule.
• Plan for, monitor, and ensure completion of processes and deliverables in each process workflow including emails.
• All members should be aware of the standard procedure of a proper hand off, both offshore and onshore.
• Participate in the team initiatives including but not limited to process reviews whenever needed, maintenance of process documentations, and relevant process improvement projects.
• Any related process as required by the team

1. Minimum 2 years of experience in RFP/Bid Support/Proposal Management, including writing and proofreading proposals.
2. Experience in Investment Management is highly preferred, along with an understanding of Investment Operations.
3. At least 2 years experience with RFPIO or any alike system.
4. Excellent command of the English language – decoding, fluency, vocabulary, sentence construction and cohesion, reasoning, working memory and attention.
5. Committed to intellectual curiosity and integrity, with a high degree of ethics.
6. Able to operate within a collaborative and team-oriented culture, as well as operate independently.
7. Well organized, detail oriented; able to multi task and keep track of various deadlines.
8. Hard working and eager to learn in a highly intellectual and innovative environment.
9. Look beyond the surface level to understand the underlying details.
10. Good grasps of basic to intermediate functions in MS Office applications.
11. Should be open to working a late mid-shift schedule from 5 PM to 2 AM.