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Senior Investment Response Specialist

2 months ago


San Francisco, California, United States Virtus Investment Partners Full time
Job Description

Virtus Investment Partners is seeking a highly skilled Senior RFP Specialist to join our team. As a key member of our sales team, you will be responsible for preparing responses to institutional and retail RFPs and due diligence questionnaires.

The ideal candidate will have a strong background in investment management and excellent communication skills. You will work closely with our sales channels to represent Virtus investment capabilities and value proposition to current and future clients and prospects.

Key Responsibilities:

  • Prepare high-quality responses to RFPs and due diligence questionnaires
  • Work closely with sales channels to represent Virtus investment capabilities and value proposition
  • Coordinate and manage relationships with key stakeholders
  • Peer review RFPs and due diligence questionnaires produced by team members
  • Support Affiliate RFP teams and internal departments as needed

Requirements:

  • Bachelor's degree in a related field
  • At least 8 years of experience in the investment management industry
  • Excellent verbal and written communication skills
  • Knowledge of financial products and asset classes
  • Excellent organizational skills and attention to detail
  • Ability to work under deadlines and manage competing obligations

Salary Range: $84,000 to $117,000

Benefits: Eligible to participate in the annual incentive plan