At a Glance
- Tasks: Support marketing and client services by managing databases and responding to client requests.
- Company: Join Pzena Investment Management, a leading firm managing $70 billion in global equity assets.
- Benefits: Enjoy hybrid work, health benefits, mentorship programs, and fun team-building activities.
- Why this job: Be part of a growing team that values your career development and diverse perspectives.
- Qualifications: Bachelor's degree and 1-3 years in financial services; strong writing and Microsoft skills required.
- Other info: Flexible remote work options and a vibrant office culture await you!
The predicted salary is between 60000 - 72000 £ per year.
Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $70 billion in global equity assets. We provide equity investment management services for institutional investors, leading corporate, public and individual clients on a world-wide basis by way of separate accounts, sub-advised mutual funds, and other commingled vehicles since our firm founding in 1995. Our team of approximately 160 employees is mostly based in our headquarters in Manhattan and we have additional offices in London, Dublin and Melbourne. We are a growing company, in the size of our team, our locations, and our assets under management. We seek partners, not just employees, at every level in the firm and are looking for an exceptional new team member to grow with us. At Pzena, we invest in your career and have a strong track record of internal mobility.
As a member of the Marketing & Client Services Operations team, you will have critical interaction with all members of the team in supporting new business and servicing existing clients. You will be responsible for keeping databases up to date, both internal and external, completing RFPs/DDQs and responding to a variety of client/prospect support requests to help grow our business. This role will report directly to the Manager of Business Development & Client Services Operations.
Responsibilities:
- Language and Database Maintenance: Categorize and coordinate responses in the RFP management system (Responsive) to ensure efficient tracking, organization, and timely updates with judgment. Coordinate with RFP management and subject matter experts throughout the firm to ensure ongoing maintenance of standard language. Maintain the qualitative sections of consultant databases, ensuring consistency with answers in the RFP database and completeness of consultant profiles.
- Proposal Writing, Reporting, and Projects: Proactively address Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs), including all corresponding documentation, meeting assigned deadlines. Complete all assigned recurring client reporting and ad hoc client/prospect requests, ensuring timely and accurate delivery. Complete ad hoc projects to support business development, client services, and the Marketing Operations team as requested. Duties, responsibilities and activities may change at any time.
Note: We are currently working in a hybrid environment with 4 days in the office and 1 day remote. You will also have an additional 15 days of remote flexibility annually that can be used at your discretion.
Qualifications:
- Bachelor's degree required.
- 1-3+ years of experience in the financial services industry.
- Proficient with Microsoft Word and Excel.
- Exceptional writing skills and attention to detail.
Preferred Qualifications:
- Knowledge of investments and financial products.
- Experience with Responsive or similar proposal management software.
Salary Range: $75,000 - $90,000. The actual base salary may vary depending on factors including, but not limited to, location, work experience, education, training, skill level, and market conditions. At Pzena Investment Management, base salary is just one component of the total compensation, which may include, year-end discretionary bonus and employee benefits.
At this time, Pzena Investment Management will not sponsor an applicant for employment authorization for this position.
Working at Pzena: We are committed to the success and wellbeing of our employees. We offer benefits to support the health and wellness of our employees and their families, such as additional health cover, life assurance, income protection, pension, and firm contributions to causes important to our employees through firm Charitable Giving and Charitable Matching programs. Additionally, the firm supports the professional growth of our team by offering a Mentorship Program, Lunch & Learns, and sponsoring workgroups and committees to recommend business improvements. We are proud of our culture and enjoy coming together as a firm; you can look forward to team building activities in local offices and as a global firm including social events, holiday events, monthly birthday parties, Pizza Thursdays, recharging with healthy snacks, and more.
Pzena Investment Management is an affirmative action – equal opportunity employer. We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all. We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work. We welcome and encourage candidates of all backgrounds and experiences to join our team.
Contact Detail:
Pzena Investment Management, LLC Recruiting Team
careers@pzena.com
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Marketing and RFP Database Administrator New York, NY
✨Tip Number 1
Familiarise yourself with the financial services industry, especially investment management. Understanding the basics of equity assets and how they are managed will give you an edge in conversations during interviews.
✨Tip Number 2
Brush up on your Microsoft Word and Excel skills, as these are crucial for the role. Consider taking a quick online course or tutorial to ensure you're comfortable with advanced features that may be relevant to database maintenance and reporting.
✨Tip Number 3
Network with current or former employees of Pzena Investment Management. They can provide insights into the company culture and what the team values, which can help you tailor your approach during the interview process.
✨Tip Number 4
Prepare specific examples from your past experience that demonstrate your attention to detail and ability to manage multiple tasks. This will be key when discussing your fit for the role, especially regarding RFPs and client support.
We think you need these skills to ace Associate, Marketing and RFP Database Administrator New York, NY
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry, particularly any roles that involved database management or proposal writing. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position at Pzena Investment Management. Provide specific examples of how your skills and experiences align with the responsibilities outlined in the job description, especially your writing skills and attention to detail.
Showcase Relevant Skills: Emphasise your proficiency with Microsoft Word and Excel, as well as any experience with proposal management software like Responsive. Highlight any previous roles where you successfully managed databases or completed RFPs/DDQs.
Answer Thoughtfully: When responding to the application questions, particularly about your interest in the role and relevant experience, be specific. Share concrete examples that illustrate your capabilities and how they will benefit Pzena Investment Management.
How to prepare for a job interview at Pzena Investment Management, LLC
✨Know Your Databases
Familiarise yourself with database management systems, especially if you have experience with Responsive or similar software. Be prepared to discuss how you've maintained databases in the past and how you ensure data accuracy.
✨Showcase Your Writing Skills
Since exceptional writing skills are crucial for this role, bring examples of your previous proposal writing or client communication. Highlight your attention to detail and how it has positively impacted your work.
✨Understand the Financial Services Industry
Brush up on your knowledge of investments and financial products. Being able to speak confidently about industry trends and how they relate to Pzena's services will demonstrate your genuine interest in the role.
✨Prepare for Team Interaction
This role involves critical interaction with various team members. Think of examples where you've successfully collaborated with others, and be ready to discuss how you can contribute to a positive team dynamic at Pzena.