Asset and Wealth Management-Operations-Request for Proposal-Vice President
Company | Goldman Sachs |
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Location | Dallas, TX, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s, Master’s |
Experience Level | Senior |
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.