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About the role
- Associate handling RFP requests and coordinating proposals for PGIM, a global asset management firm. Collaborating with internal teams to ensure timely and effective communication and delivery.
Responsibilities
- Assist with RFP requests, investor diligence inquiries, and market surveys.
- Track, coordinate, and complete requests.
- Confirm source-data accuracy and appropriate application in responses.
- Ensure clarity, brevity, and consistency.
- Coordinate with internal stakeholders (portfolio teams, business development, legal, compliance, and others) to: Gather information and tailor responses.
- Ensure timely delivery of proposals.
- Project-manage document completion.
- Fulfill internal requests for information used for standard and ad hoc client reporting.
- Manage Consultant Database Updates.
- Maintain updated content in our RFP database.
- Collaborate with a team of experienced RFP / Investor Services colleagues located across the globe.
Requirements
- 3+ years' minimum experience working within the investment management industry, with a focus on RFP writing & DDQ processes or Investor Services.
- Strong written/verbal communication and quantitative skills.
- Advanced knowledge of Microsoft office suite, using styles and formatting in Word and Excel.
- Outstanding project management, relationship management, and organizational skills.
- Ability to work in a fast-paced, deadline-driven environment.
- High degree of professionalism and client service mindset.
- Excellent writing, verbal, and editing skills.
- Knowledge of Private Credit &/or Private Real Estate (Equity/Debt) markets.
Benefits
- Market competitive base salaries, with a yearly bonus potential at every level.
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
- 401(k) plan with company match (up to 4%).
- Company-funded pension plan.
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
- Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
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Degree requirement
No Education Requirement
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