The RFP Associate is responsible for supporting the Institutional, Sub-Advisory Wrap and Wealth Management distribution channels by responding to recurring and ad hoc due diligence requests with a particular focus on firm and strategy level information.
The RFP team serves as the hub through which information is compiled and disseminated to both internal and external clients.
The position requires collaboration with multiple teams so we are looking for an individual with high initiative that has demonstrated the ability to work collaboratively in a team environment.
The candidate must be detail oriented, have excellent communication, writing and organizational skills.
Responsible for completing quarterly, monthly and ad hoc due diligence requests for existing clients with a qualitative and quantitative focus.
Management and completion of institutional RFPs, sub-advisory wrap due diligence requests and other database requests, including managing deadlines and compiling information from multiple internal sources.
Develop strong relationships with internal subject matter experts with particular attention to developing strong investment/product knowledge.
Develop a full working knowledge of the firm’s structure, investment strategies, key personnel and organizational policies and procedures in addition to a functional knowledge of a professional services environment.
Maintain and ensure accuracy within the RFP response database.
Maintenance databases to ensure that they are populated accurately and on-time.
Assume other responsibilities as required.
EDUCATION/EXPERIENCE:
Bachelor’s degree in computer science, engineering, business management preferred; other degrees will be considered 4-year degree, preferably in a related discipline such as business, finance, economics, or marketing.
2-4 years of industry or proposal writing experience.
Strong written and oral communication skills with a high attention to detail and accuracy.
Must have excellent organizational skills and be able to handle a heavy, deadline-oriented workload.
Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment.
Proficiency in Excel desired and additional quantitative skills preferred but not required.
Please enclose a cover letter with your application.
Benefits at KAR:
In addition to health insurance, Vacation, PTO benefits and a generous 401(k) company match, KAR is proud to offer its employees benefits:
Competitive Pay Medical, Dental, and Vision Insurance Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Paid Volunteer days
COVID-19 Hiring:
During the pandemic, we have transitioned to a work-from-home environment until further notice.
We plan to return to our office when it is safe to do so.
Attendance in person at our office will be required at that time.
KAR is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
A competitive compensation will be offered.
Details will be discussed at the appropriate time with interested, qualified candidates.
For additional general information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com.