Analyst/Associate, Institutional Client Experience

Job Summary

This Analyst/Associate, Institutional Client Experience joins the Institutional Asset Management team to manage proposals and client deliverables, ensuring high‑quality solutions for institutional investors.

Key Responsibilities

• Contribute to the client solutioning process by drafting customized RFPs, RFIs, and DDQs.
• Determine requirements for successful proposal submission and coordinate proposal huddles.
• Manage timeline and deliverables, ensuring proposals meet established deadlines.
• Populate, write, proofread, edit, and format proposal content, adapting boilerplate as needed.
• Collaborate with the Institutional Asset Management team on complex proposals.
• Maintain qualitative and quantitative content in global investment databases (e.g., eVestment).
• Complete client deliverables efficiently, applying service standards, policies, and procedures.
• Participate in ad‑hoc continuous...