Ares Wealth Management Solutions (AWMS) needs to support marketing and investor relations activities by leveraging firm-wide resources to respond to Requests for Proposals ("RFPs"), Requests for Information (“RFIs”), Due Diligence Questionnaires ("DDQs”), and ad-hoc queries for clients/prospective investors. This role is integral to the business development efforts of the firm and will work closely with various teams to ensure that all responses are compelling, accurate, and completed on a timely basis.
Requirements
- Works confidently with quantitative data.
- Proficiency with Microsoft Office Suite
- Experience with Salesforce, Loopio RFP software, a plus
- Working knowledge of asset management industry
Responsibilities
- Manages the coordination and timely completion of RFPs, RFIs and DDQs – including compiling existing language, creating new language as needed, and reviewing documents to ensure high quality, error-free final responses.
- Collaborates closely with product management and relationship management teams to promptly respond to client-driven requests.
- Works closely with subject matter experts from across the organization, including the broader WMS product specialist team, investor relations, compliance, legal, risk, ESG, operations, finance, and technology teams to write and edit standard and/or craft customized language as needed.
- Liaise with other internal support departments to obtain data, supporting documentation, and other responsive information.
- Reviews, proofreads, and checks qualitative and quantitative content for accuracy, including questionnaires and industry databases.
- Maintains and updates investor data rooms with the latest documentation, including financials, legal agreements, and strategic reports, while managing secure access for current and prospective investors.
- Collaborate with the strategic development team to design and implement a comprehensive due diligence tracking system.
Other
- Demonstrates excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with senior team members under tight deadlines.
- Bachelor's Degree from an accredited university or international equivalent, preferably in a related field (economics, finance, accounting, or marketing).
- 1-3 years of financial industry experience preferred with experience in an investor relations, client services or RFP teams a plus
- Strong written and verbal communication skills to communicate effectively with subject matter experts across multiple departments, with the ability to articulate clear responses
- Self-starter with a strong work ethic who can stay calm and focused in a fast-paced environment while juggling multiple concurrent deadlines
- Desire and ability to work in a dynamic, collaborative team environment with excellent interpersonal skills
- Highly organized with an exceptional attention to detail, placing a high priority on accuracy with particular focus on qualitative and quantitative accuracy
- Problem solver with ability to research solutions and suggest resolutions
- Must be process and detail-oriented, placing a high priority on accuracy with particular focus on qualitative and quantitative accuracy
- Problem solver with ability to research solutions and suggest resolutions
- Possesses the ability to pivot and work on multiple strategies/asset classes as needed.
