RFP Analyst

The Global RFP Team with professionals in New York Chicago London Hong Kong and Tokyo collaborates closely with each of the firms distinct distribution channels and investment teams to craft responsive marketing material for prospective and existing client questionnaires. The team works across all distribution channels responding to requests from the firms various client types from around the world. The team is committed to consistently and efficiently delivering high-quality proposals to enhance our global sales marketing and client service efforts. The RFP writer will work across various departments at the firm: a great opportunity to learn about the asset management industry and build relationships with investment professionals and other colleagues with varying levels of seniority.

We are looking for a highly motivated detail-oriented professional who thrives in a fast-paced environment and who will take the initiative to continually look for opportunities to improve the quality timeliness and efficiency of our submissions. This newly created role within the team will focus on building relationships seeking efficiencies and coordinating the submission of RFPs and questionnaires through online portals. Working as part of the Global RFP Team the successful candidate will ensure that all RFPs needing submission through online portals are completed in a timely manner and tailored to investor and portal requirements.

Key Responsibilities:

• Build an expert understanding of online questionnaire submission platforms utilizing efficiencies across portal entries (looking at AI APIs automation etc.)

• Maintain strong relationships with online platform providers

• Research initiate and implement innovative ideas and creative approaches to help increase the efficiency and further the goals of the submission process of Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) through online portals

• Project manage the coordination and completion of RFPs and DDQs with a main focus on those originating from online portals

• Ensure deadlines are met with consistent and accurate messaging across all questionnaires

• Collaborate directly with various investment professionals and other senior employees (e.g. in ESG legal compliance operations finance risk client service technology etc.) to help craft accurate responses to standard and customized questions

• Build an in-depth understanding of the firms product offerings and investment capabilities and use financial acumen as it relates to RFP materials

• Master the RFP process while seeking to improve the efficiency and quality of RFP submissions

Qualifications:

• Undergraduate degree (finance economics or business preferred)

• Up to 2 years experience in an RFP role an asset management or financial firm preferred

• Strong work ethic with the ability to self-manage time in a fast-paced and deadline driven environment

• Must be process oriented with exceptional attention to detail with excellent organizational and problem-solving skills

• The ability to work in a dynamic collaborative team environment with excellent interpersonal skills

• Strong written and verbal communication skills. Clearly and succinctly communicate verbally and in writing in a variety of settings and styles especially to senior members of the firm; with the ability to articulate clear responses

• Self-starter with proven initiative and ability to work independently and as part of a broader team

LI-MB1

LI-Hybrid

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Compensation Details

Note: No amount of pay is considered to be wages or compensation until such amount is earned vested and determinable. The amount and availability of any bonus commission production or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.

Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race creed national origin religion age color sex marital status sexual orientation gender identity disability citizenship status or protected veteran status or any other characteristic protected by local state or federal laws rules or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .

Learn about the Applicant Privacy Notice.