CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
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For consideration, please submit your resume to firstname.lastname@example.org
The primary responsibilities of the RFP / DDQ Associate include the following:
Complete Requests for Proposal (RFP's), Requests for Information (RFI's), Due Diligence Questionnaires (DDQ's) and other ad hoc requests
Collaborate with Relationship Managers and Product Specialists to ensure that strategy specific requests are handled appropriately
Continue to build out and proactively maintain the RFP/DDQ database of standard question and answer pairings
Populate data files and liaise with third party vendor(s) to update and maintain various consultant databases
Work with Compliance to manage the completion of regular certification requirements for Separately Managed Accounts
Assist with maintaining various files for tracking the status of recurring or ongoing DDQ's or RFPs
Manager and/or work on projects to help in supporting the team's (and the organization's) strategic initiatives
Experience working in a fast paced industry and collaborating with cross-functional teams
Demonstrates effective critical thinking and problem-solving approach to challenges and projects
Acute attention to accuracy and detail
Ability to meet tight deadlines at times, works well under pressure
Excellent oral communication skills, planning, and organizational skills with ability to communicate effectively with stakeholders throughout a project lifecycle
An understanding and affinity for branding and identity - Strategically look to elevate the brand and improve/innovate ways we present the firm and strategies.
Ability to understand technical trends, and a passion to learn and master them
Highly motivated with demonstrated initiative, independence and adaptability
Focused on continuous improvement and operational discipline
1-3 plus years work-related experience preferred, financial services experiences a plus
Bachelor's degree in related field preferred
Proficiency in Excel and Word
Experience in an RFP/DDQ role is desirable
Experience with maintaining a CRM system (Satuit or similar) a plus
Experience with project management and/or process redesign a plus
FPA is and Equal Opportunity Employer
First Pacific Advisors (FPA) is a Los Angeles-based institutional money management firm, employing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation. FPA manages approximately 31 billion across multiple strategies and has about 87 employees.