Invesco Sr. RFP Specialist in New York, New York
Invesco is a leading global asset management firm with more than $937B**in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 7,000 employees in over 20 countries.
(*As of December 31, 2017)
The overall purpose of this position is to prepare responses to RFPs, RFIs, and questionnaires. The role works to represent Invesco’s investment capabilities and value proposition to current/future clients and prospects while also maximizing Invesco’s reach to prospects within consultant databases.
Completes and/or coordinates RFP, RFI, and due diligence questionnaire responses
Works closely with subject matter experts in portfolio management to assemble response data, create new/custom answers and maintain standard language in content management system (PMAPS)
Completes customized RFPs and due diligence questionnaires that require some additional research, analysis, creativity and judgment
Organizes statistical data by utilizing various analytical databases in order to source information for questionnaire specifications
Develops and maintains an understanding of portfolios’ investment process, construction, and risk management
_Work Experience / Knowledge_:
5-10 years directly related work experience in investment management industry.
Knowledge of fixed income, alternatives, and equity investment and/or investment vehicles preferred but not required
5-7 years directly related work experience preferred in RFP production.
Knowledge of institutional RFPs preferred.
_Skills / Other Personal Attributes Required_:
Excellent verbal and written communication skills
Resourceful in gathering key information
Ability to work well in a team environment, as well as to handle multiple concurrent assignments, work independently, and assume personal responsibility for deliverables
Ability to effectively manage new projects, existing maintenance, shifting priorities, and multiple tasks
Self-directed and well organized; must be able to work with minimal supervision
Advanced computer skills including MS Word, Excel (pivot tables), and PowerPoint
Proven analytical skills with the ability to handle statistical information
Excellent organizational skills
Ability to adhere to deadlines while managing multiple projects
Must also have the ability to concentrate and pay close attention to detail
Experience in RFP/RFI production preferred
_Formal Education_:(minimum requirement to perform job duties)
- Bachelor’s degree in related field preferred or equivalent years of direct experience required.
Normal office environment with little exposure to noise, dust and temperatures.
The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary.
Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment.
Hours may include evenings and/or weekends and may include 24 hour a day on call support by cell phone.
_FLSA (US Only)_:Nonexempt
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
Title: Sr. RFP Specialist
Location: New York-New York-1166 Avenue of the Americas
Requisition ID: 22694
Other Locations: North America-United States-Georgia-Atlanta-1555 Peachtree St NE