Senior RFP / Alternative Investments Due Diligence Product Specialist
Job Identification Number: 1000
Location: New York, NY
Job Type: Direct Hire
Job Category: Financial Services
Qualified candidates, please attach resume when applying.
Senior RFP / Alternative Investments Due Diligence Product Specialist
Very Successful and Alternative Investments firm seeks an experienced Senior Alternative Investments Due Diligence Specialist who can hit the ground running. This individual will sit at the forefront of the sales process, crafting proposals for prospective and current investors to gain new business and collaborate with senior stakeholders to develop the strategy and resulting content to commercially position the firm’s investment capabilities, processes and operational infrastructure to the optimal outcome of winning new mandates. This role requires a strong understanding of the alternative investment space especially Private Credit, superior written and oral communication skills, a high attention to detail and critical thinking and leadership skills, the ability to work in a dynamic group environment, and project management capabilities.
The ideal experience and critical competencies for the role include the following:
Minimum 10 years of professional experience working in RFP development for alternative investment or asset management firms. Knowledge of private credit strongly preferred.
Superior technical investment acumen and the ability to think strategically and commercially about the positioning of investment capabilities.
Strong understanding of the institutional sales process and the role of RFP within.
Excellent writing, and editing, skills.
Excellent project management skills and judgement, including the ability to marshal resources, communicate and manage timelines and responsibilities to senior members of the firm.
A high attention to detail, including solid proofreading skills is critical.
Ability to understand and analyze financial data.
Excellent organizational skills and the ability to multi-task, meet competing deadlines, and effectively balance priorities.
Entrepreneurial approach to task management. Ability to take control and manage tasks or projects independently from start to end.
Demonstrated team player with proven ability to get results from senior management and communicate with peers.
Technically proficient in Microsoft Word and Excel. Experience with RFP databases (Seismic or RFPio) and Salesforce is a plus.
Ability to work in a fast paced, dynamic environment.
BA/BS degree in Finance, Economics, English or a related field.
Qualified candidates should send resumes to ws@rockwood-search.com. Please put your Name and “Senior RFP/ Investments Due Diligence Specialist” in the subject line and attach your resume in word or PDF document form. Also include contact information, salary requirements and any applicable information in the body of the email.