CW Associate_USA_USD

Title : Operations Analyst

Duration: 4 Months

Location : Dallas , TX

Hourly Pay: $27

Job Summary

The RFP Specialist plays a key role within the Asset Management business by supporting client acquisition and retention efforts. This position is responsible for creating, editing, and customizing high-quality responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant database updates. The role requires a strong understanding of investment products, asset classes, and investment strategies, along with the ability to collaborate across multiple teams to deliver accurate, compliant, and client-focused materials.

Key Responsibilities

• Lead the drafting, editing, and customization of RFPs, RFIs, DDQs, and consultant database submissions for institutional clients and prospects.
• Tailor responses to client requirements while highlighting the firm's investment capabilities across equities, fixed income, alternatives, and multi-asset solutions.
• Maintain and update the centralized content library, ensuring information is accurate, compliant, and consistent.
• Collaborate with Portfolio Managers, Product Strategists, Sales, Client Relationship Managers, Legal, Compliance, Operations, and Marketing to gather and validate information.
• Manage multiple proposal projects simultaneously, ensuring timely completion and adherence to deadlines.
• Translate complex investment concepts into clear, concise, and persuasive client-facing content.
• Conduct quality reviews to ensure accuracy, consistency, grammatical correctness, and compliance with internal policies and regulatory requirements.

Basic Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 2-4 years of experience in financial services, preferably in asset management, investment consulting, institutional sales support, or proposal/RFP writing.
• Excellent written and verbal communication skills.
• Strong attention to detail with exceptional organizational and project management abilities.
• Ability to manage multiple priorities and meet tight deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint).
• Ability to work independently and collaboratively in a team environment.

Preferred Qualifications

• Experience with RFP automation tools such as Qvidian, Loopio, or PMAPS.
• Understanding of investment products, asset classes, financial markets, and investment strategies.
• Familiarity with institutional clients, including public and corporate pensions, endowments, foundations, and sovereign wealth funds

Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.

Applicant Privacy Disclosure:

We collect personal information from applicants during the recruiting, pre-offer, and offer process.

During the recruiting, pre-offer process and offer process, we may collect the following categories of personal information:

Identifiers, such as name, address, and email address.

Professional and Employment-Related Information, such as resume, work history, education, and qualifications.

Information Voluntarily Provided by You in connection with the recruiting and pre-offer process.

Sensitive Personal Information, where legally permitted and necessary, such as Social Security number and date of birth.

Personal information is collected and used for the following business purposes: evaluating qualifications and eligibility for employment; communication regarding the recruitment and application process; verifying eligibility for employment; and complying with applicable legal, regulatory, and contractual obligations.

Personal information is collected and used only as necessary, and we are committed to data minimization, privacy, and providing equal employment opportunities. We are an international organization, and personal information may be accessed or processed by authorized personnel or service providers located outside the United States, subject to appropriate safeguards. We restrict use and access to personal information to authorized personnel and service providers with confidentiality and data security obligations. We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure.

For information about our privacy practices, please review our Privacy Policy at: https://prideglobal.com/privacy-policy

If you do not consent to the collection of such personal information, please advise us immediately in writing at datasecurity@prideglobal.com

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