Neuberger Berman is a global investment management firm seeking an RFP Analyst to join their Global RFP Team. The role involves managing the submission process of RFPs and DDQs, collaborating with various departments, and enhancing the efficiency of submissions through online platforms.
Build an expert understanding of online questionnaire submission platforms, utilizing efficiencies across portal entries (looking at AI, APIs, automation, etc.)
Maintain strong relationships with online platform providers
Research, initiate and implement innovative ideas and creative approaches to help increase the efficiency and further the goals of the submission process of Requests for Proposals ("RFPs") and Due Diligence Questionnaires ("DDQs") through online portals
Project manage the coordination and completion of RFPs and DDQs with a main focus on those originating from online portals
Ensure deadlines are met with consistent and accurate messaging across all questionnaires
Collaborate directly with various investment professionals and other senior employees (e.g., in ESG, legal, compliance, operations, finance, risk, client service, technology, etc.) to help craft accurate responses to standard and customized questions
Build an in-depth understanding of the firm's product offerings and investment capabilities and use financial acumen as it relates to RFP materials
Master the RFP process while seeking to improve the efficiency and quality of RFP submissions
Qualification
Required
Undergraduate degree (finance, economics or business preferred)
Up to 2 years' experience in an RFP role, an asset management or financial firm preferred
Strong work ethic with the ability to self-manage time in a fast-paced and deadline driven environment
Must be process oriented with exceptional attention to detail with excellent organizational and problem-solving skills
The ability to work in a dynamic, collaborative team environment with excellent interpersonal skills
Strong written and verbal communication skills. Clearly and succinctly communicate verbally and in writing in a variety of settings and styles, especially to senior members of the firm; with the ability to articulate clear responses
Self-starter with proven initiative and ability to work independently and as part of a broader team
Preferred
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
