RFP Associate
About the Firm
Firm Mission
“Achieving Client Success through Research and Technology”
Los Angeles Capital, the “Firm”, is a global equity manager of assets for leading institutions around the world. The Firm is recognized as a pioneer in dynamic equity management, utilizing proprietary technology to engineer equity portfolios that adapt to today’s equity market. The Firm’s senior investment professionals have worked together for three decades developing models for measuring and forecasting return and risk of global equity securities. The Firm manages approximately $31 billion as of December 1, 2023, across a wide variety of public equity strategies designed to meet institutional client return and risk objectives. The Firm has been ranked for seven years in a row by Pensions and Investments as one of the “Best Places to Work in Money Management.” The Firm’s working environment places a strong focus on teamwork and values work-life balance. The Firm offers a competitive compensation package that includes health care plans, 401(k), and top-tier benefits. The Firm is 100% employee-owned through a holding company structure and seeks to retain and motivate employees’ long term. Los Angeles Capital firmly believes the quality and commitment of the individuals are vital to the success of the Firm, ensuring that client expectations are exceeded.
Position Overview
Reporting to the Associate Director, Investor Communication & Marketing (ICM), the RFP Associate will be an important member of the ICM group which is responsible for written collateral communication, quarterly updates, information requests, and brand management for LACM. This includes, for example, presentations, RFPs and RFIs, client questionnaires, factsheets, database management, and thought leadership. ICM manages such communications both internally, as well as between the Firm and the financial community, including clients, prospects, and consultants. ICM is an integral part of the broader Relationship Management department, which is responsible for developing business relationships with prospective institutional investors and investment consultants, as well as supporting the servicing of institutional clients. The RFP Associate will work closely with senior management and numerous other departments internally, including, for example, portfolio managers, relationship management, legal, and compliance.
Key Job Responsibilities
- Complete requests for proposals (RFPs), requests for information (RFI), operational due diligence questionnaires (DDQ), quarterly client questionnaires, and other ad-hoc requests from investors and consultants
- Analyze RFP, RFI, DDQ, and other client questionnaire requirements
- Assist in managing the RFP kick-off process, aligning departmental expectations and clearly communicating requirements and updates on an ongoing basis
- Draft compliant responses, by collating and summarizing standard material and customizing as needed to ensure high quality, targeted responses to the specific opportunity
- Gather data, documents, cover letters, and other attachments as necessary, and manage completion of forms
- Proofread, review, and package submission
- Handle any associated follow-up work for ongoing RFPs
- Maintenance of content database system, including adding new records, updating existing content, and managing annual reviews with subject matter experts
- Coordinate with subject matter experts across departments at the firm to gather information for RFPs, DDQs, and other questionnaires on an ongoing basis
- Develop an understanding of the Firm’s investment process, strategies and pooled funds to support thorough editing and tailoring of RFPs, DDQs, and client questionnaires
- Liaise with Compliance and Legal departments to uphold regulatory standards for marketing materials in the various regions where the Firm operates
- Assist in the ongoing management and maintenance of external consultant databases, as well as assisting in product screening requests
- Use multiple different firm systems to collate information as necessary to support the RFP and questionnaire process, as well as contribute to any other ICM tasks, as required
- Assist the broader ICM team with other responsibilities, including, but not limited to, holdings, performance, and other data requests, and quarterly or ad hoc information updates
- Special projects as assigned
Skills and Knowledge Required
- Bachelor’s degree in finance, business or related field
- Minimum 3-5 years of experience in institutional asset management or a professional services environment
- Clear written and oral communication, with strong RFP and technical writing experience required, minimum of three years
- Highly organized, detail oriented, strong initiative, and committed to quality
- Mature team player who can thrive in a fast paced and challenging, yet collaborative work environment
- Able to manage time effectively when faced with competing priorities and deadlines
- Able to create trust and respect with peers and manage interdepartmental expectations accordingly
- Proactive problem solver with ability to work independently
- Highest ethical standards and demonstrates good judgment
- Advanced skills in Microsoft Office and experience with RFP software
This is a hybrid position based in Los Angeles, CA which requires weekly attendance.
No recruiters, please.
Apply today!
Los Angeles Capital is an SEC registered investment adviser and required to track certain political contributions under rule 206(4)-5. Therefore, you will be required to disclose your prior political contributions.
Los Angeles Capital is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual’s race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.
For more information about the company, please refer to our website at www.lacapm.com.
Personnel/Applicant Privacy Notice
Los Angeles Capital is committed to safeguarding the privacy of our personnel and job applicants. Los Angeles Capital does not "sell" (as that term is defined in the CCPA) your personal information. Please see the privacy notice for details: https://lacapm.com/files/9H6wltimZGhE/california-personnel-and-job-applicant-privacy-notice.pdf.
