Location: All cities,NY, USA
Insight Investment are currently looking for a RFP & Marketing Specialist to join the Global Marketing team in New York. This role can include a hybrid component involving responsibilities within the broader marketing team, though the primary focus will be on RFPs.
The successful individual will be provided with broad exposure to the investment management industry and the opportunity, with proven success, for career progression into a broader marketing role and/or broader business development or various client focused roles.
Role Responsibilities
Produce high-quality RFPs, RFIs, DDQs and consultant requests accurately and on a timely basis, acting as an accountable executive and project manager.
Effective management of established RFP process from inception through to delivery, pre-meets, allocation and follow-through of resources, effective draft management, and workflow.
Use and support the maintenance of content on the RFP content database (Rocketdocs) with all new or improved content.
Take responsibility and ownership for individual product (e.g., Core+ fixed income, insurance solutions, systematic fixed income, LDI) and business areas (e.g., investment risk), including maintaining content.
Acting as the RFP Team subject matter expert (SME) for assigned areas of specialisation and/or the development of capability specific content on strategic themes e.g. details of our approach to specific investment strategies/capabilities.
Support RFP Team peers and broader Marketing Team initiatives and projects where appropriate, e.g. technology/vendor upgrades, implementation of new regulation, inter-company organisational changes, etc.
Working with RFP and data colleagues in London and Pune (India) to ensure tasks are completed on time and with requisite quality.
Responsibility for ensuring accuracy and integrity of information presented on consultant databases, including working with consultant relations and business development teams to ensure appropriate products and content are consistently and accurately represented in line with strategic priorities.
Working with and supporting the Marketing Data Team, including awareness, and understanding of AUM, performance, and characteristic data sets.
Establish excellent working relationships with all internal clients, including consultant relationship managers, client directors, business development and portfolio managers to obtain information.
Keep abreast of regulatory changes as well as within the company, product, and the industry, ensuring changes are reflected in the RFPs and databases. Also maintain information flow through the team.
Experience Required
Ideal candidate will possess relevant level of investment knowledge across a broad range of fixed income investment strategies.
Familiarity with investment management operations and back-office systems.
Comfortable navigating Excel to source and manipulate data to populate spreadsheets, databases, and portals.
Excellent project management skills.
Strong communication and organisational skills and the ability to confidently interact with colleagues.
Editing and writing skills that enable the individual to represent the capabilities of Insight to clients.
Experience in contributing to the acquisition of winning new business in a range of markets.
Familiarity with RFP content management systems, preferably Rocketdocs.
Personal Qualities
Self-motivated and results oriented.
Strong work ethic.
Highly collaborative with team player mindset.
Commitment to quality and attention to detail.
Ability to work to multiple deadlines and multi-task.
Takes initiative to drive results, improve processes, and respectfully challenge the status quo.
Insight Investment is an equal opportunities employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ...@InsightInvestment.com.
Under New York City pay transparency law we are required to indicate the base salary range for this role of USD 120,000 to USD 150,000. Any offer of employment will be made based upon the specific skills and experience of the selected candidate and the base salary offered could be higher or lower than indicated.
About Insight Investment
Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients needs. Founded in 2002, Insight s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency, and absolute return capabilities.
Insight has a global network of operations in the UK, Ireland, Germany, US, Japan, and Australia. More information about Insight Investment can be found at: www.insightinvestment.com