Analyst, RFP Operations

1 hour ago

Mumbai, Maharashtra, India Ares Operations Full time ₹ 2,50,000 - ₹ 3,00,000 per year
Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

REPORTING RELATIONSHIP

Reports to: Head of RFP Operations, Global Client Solutions (Los Angeles)

PRIMARY FUNCTIONS & RESPONSIBILITIES

  • Manage the coordination of quarterly updates to qualitative and quantitative data throughout the library within the proposal management tool and across various materials.
  • Support content management by assisting with library maintenance by updating language while ensuring integrity and quality, and removal of outdated or duplicate entries.
  • Update personnel data across multiple files on a quarterly basis and assist with the population of personnel tables included within RFPs and DDQs, as needed.
  • Liaise with internal teams to ensure biographies are maintained and up to date in the content database.
  • Create and maintain automated templates for strategies and key exhibits for use in RFPs.
  • Facilitate collaboration with internal teams to obtain data, supporting documentation, and other response information as needed.
  • Assist with reviewing quantitative information including performance, AUM and characteristics at the firm and strategy level for accuracy.
  • Collaborate with subject matter experts to ensure content is up to date and obtain latest collateral to support RFP efforts.
  • Support special projects that advance RFP Team initiatives.
  • Builds a thorough understanding of the firm's products and investment strategies to facilitate the data request needs for in-bound ad-hoc information requests.
  • Ability to prioritize and multi-task under the pressure of deadlines and across time zones to drive process and results.

QUALIFICATIONS

Education: 

  • A Bachelor's degree is required, preferably with a major in Accounting, Economics, Political Science, Finance, General Business or Management, and outstanding academic achievement.

Experience Required:  

  • 4+ years of financial industry experience in an investor operations or reporting role and experience/knowledge of due diligence questionnaires and requests for proposals processes.
  • Must be process and detail-oriented, placing a high priority on accuracy with particular focus on qualitative and quantitative accuracy.
  • Problem solver with ability to research solutions and leverage available resources to accomplish the task at hand.
  • Highly organized with a proven ability to handle multiple concurrent assignments.
  • Comfortable working with detailed firm data (including but not limited to personnel, AUM, key statistics, fund details) with the ability to synthesize and provide data.
  • Strong written and verbal communication skills; ability to articulate clear responses.
  • Must be comfortable with email outreach to internal stakeholders at the firm.
  • Experience with formatting and styling of Word/Excel/PDF documents.
  • Desire and ability to work in a dynamic, collaborative team environment with excellent interpersonal skills.
  • Strong work ethic, including proactively addressing projects at hand and reporting on their progress, meeting deadlines for both internal and external stakeholders.
  • Salesforce reporting and dashboard creation experience will be required.
  • Proficiency in proposal management software and tools and PowerBI a plus.

Reporting Relationships

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

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