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Asset and Wealth Management-Operations-Request for Proposal-Vice President

Asset and Wealth Management-Operations-Request for Proposal-Vice President

CompanyGoldman Sachs
LocationDallas, TX, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s, Master’s
Experience LevelSenior

Requirements

  • Bachelor’s/ Master’s Degree (Preferred: Master’s Degree in Finance, Economics, Business or Commerce)
  • Strong analytical and interpersonal skills
  • Strong organizational and project management skills
  • People Management Experience (5-8 years)
  • Excellent communication skills both written and verbal.
  • Must be self-driven and hard working.
  • Exceptional attention to detail is a plus.
  • Ability to handle multiple projects, deadlines, personalities, and broad-based coverage.
  • Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products.
  • Ability to work in a fast-paced, team-oriented environment.
  • Knowledge of the investment management industry and GSAM is a plus.
  • Prior RFP content writing experience is preferable.

Responsibilities

  • Drive team huddles, manage pipeline and manage escalation to ensure we manage sales and product team expectations and deliver the RFP/DDQs in time with no compromise to quality and compliance standards.
  • Coordinate and complete high-quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner.
  • Develop knowledge of industry trends, competitive landscape and investment team’s capabilities to facilitate improved client experience
  • Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups.
  • Learn and communicate the investment team’s investment philosophy, process, product positioning and current market trends to internal and external clients.
  • Lead with strategic initiatives and projects including technology initiatives to automate BAU, Reports and other materials.
  • Potentially manage people, help set goals aligned with organizational priorities and provide timely and constructive feedback to team members.
  • Assist in developing metrics to track key sales figures including RFP flows, win rates.
  • Assist with performing second level checks for RFPs, DDQs and 15Cs prepared by the Analysts/Associates on the team.

Preferred Qualifications

  • Master’s Degree in Finance, Economics, Business or Commerce (Preferred)
  • Knowledge of the investment management industry and GSAM is a plus.
  • Prior RFP content writing experience is preferable.