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RFP Associate

Artisan PartnersMilwaukee, Wisconsin, United States · Posted 2 months ago
Full-timeEst. 65,000 USD
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Description

Artisan Partners is looking for an experienced individual to fill a key role on its Marketing & Communications team. The ideal candidate understands the unique culture of a talent-based, institutionally focused firm and succeeds in a demanding, fast-paced environment.

This position will report to a Marketing Reporting and Collateral Manager and work closely with the firm’s Sales, Marketing, Legal and Compliance, and Operations teams to develop and create reports, ensuring consistency in messaging, accuracy in information, efficiency and legal and regulatory compliance.

Location: Milwaukee, WI

Responsibilities

The candidate is expected to:

  • Complete and review Requests for Proposals (RFPs), Requests for Information (RFIs), questionnaires, consultant databases, and other ad hoc reporting, ensuring consistency, accuracy, effectiveness, and timely completion
  • Oversee and review new business data requests for accuracy and responsiveness
  • Develop a thorough understanding of the firm and the firm’s investment strategies
  • Ensure consistency in messaging, accuracy in information, and legal and regulatory compliance
  • Identify opportunities to consolidate, enhance, or reengineer processes, methods, or tools to improve efficiency and further team efforts in automation
  • Create and maintain biographies for key firm and investment management personnel and work collaboratively to update and manage a firmwide professionals report, which analyzes and synthesizes key professional statistics, for use in marketing materials

Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

  • Bachelor’s degree required
  • 3+ years of experience in the investment industry or in an RFP-related role
  • Excellent time-management, multitasking, and organizational skills
  • Ability to produce high-quality work in a fast-paced, deadline-driven environment with a high level of attention to detail and accuracy
  • Strong professional and persuasive written/verbal communication experience and copyediting skills
  • Self-motivated and driven with a willingness and ability to identify ways to add value beyond routine job responsibilities
  • Confidence working with all levels of management and a proven ability to develop and maintain strong relationships with members of the Sales, Marketing, Legal and Compliance, and Operations teams
  • Data reporting and analytic skills
  • Experience in alternative investments preferred
  • Proficiency with Microsoft Office Suite; advanced knowledge of Microsoft Excel preferred
  • Experience with Salesforce applications a plus

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

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