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Associate, Marketing and RFP Database Administrator

New York, NY

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.

For a reasonable accommodation request, please contact careers@pzena.com. 

Privacy Policy: https://www.pzena.com/cookie-policy/

 

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