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Proposals (RFP) Associate

Company: Western Asset Management Company
Location: Pasadena
Posted on: November 10, 2019

Job Description:

OVERVIEW

The RFP Associate reports to the Manager of the RFP Team and will manage all aspects of the Request for Proposal (RFP) process from inception to delivery of final copy. Duties include writing/editing answers, working with sales and client service staff, and regularly managing all aspects of multiple proposals to ensure quality delivery of proposals prior to deadlines. This position requires the ability to interact with all levels of staff, across multiple business functions.

The optimal candidate must have excellent writing skills, intermediate knowledge of Excel (e.g., pivot tables, Vlook up, etc), be detail-oriented, and possess strong communication and organizational skills. Must be able to handle a heavy, deadline-oriented workload.

RESPONSIBILITIES

* Development, preparation and oversight of customized responses RFPs from prospective and existing clients; questionnaires for consultants; special requests for clients; and regular and ad hoc reports for Client Service, Marketing and Consultant Executives from emanation to completion.

* Work closely with Product Specialists and subject matter experts from different departments to craft language to be used in all RFP responses, and develop specific reports.

* Use of Qvidian RFP software, Microsoft Word and Excel for document preparation, and various custom Firm software for other data.

* Interface across departments to resolve issues (e.g., resolving data consistency issues between CS/Marketing and Investment Support departments).

* Cultivation of relationships with Product Managers, Client Service Executives, and other departments to facilitate responses needed to complete the RFP process (product knowledge is a plus).

QUALIFICATIONS

* Experience in proposal, technical or business writing preferred

* Project management experience preferred

* Knowledge of financial concepts and investments a plus

* Ability to work independently as well as in a team setting

* Ability to delegate project tasks and manage the contributions of multiple project stakeholders

* Ability to manage multiple deadlines effectively

* Intermediate knowledge of Excel and strong quantitative skills

* Strong problem solving and organization skills, and a keen attention to detail

* Excellent communication and interpersonal skills, and strong client relations experience

*

Undergraduate degree strongly desired: Journalism, English, Communications, Business Administration, Public Relations or Marketing preferred. Previous RFP experience and/or progress towards CFA designation a plus







EQUAL EMPLOYMENT OPPORTUNITY (EEO) Western Asset Management is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.


Equal Employment Opportunity Statement : https://westernasset.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=74377&hashed=626017433

Pay Transparency Notice : https://westernasset.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=74378&hashed=685238170

Equal Employment Opportunity Poster : https://westernasset.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=74379&hashed=744458907

Equal Employment Opportunity Poster Supplement : https://westernasset.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=74380&hashed=2047315121

Vietnam Era Veterans Readjustment Assistance Act : https://westernasset.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=74381&hashed=2106535858

Keywords: Western Asset Management Company, Pasadena , Proposals (RFP) Associate, Other , Pasadena, California

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