Financial Communications Specialist
5 days ago
About Los Angeles Capital Management LLC
We are a leading global equity manager of assets, serving institutions worldwide. Our innovative approach to dynamic equity management has earned us recognition as pioneers in the field.
Job Overview
This Financial Communications Specialist role is an exciting opportunity to join our team and contribute to the success of our institution. As a member of the Investor Communication & Marketing group, you will play a crucial part in creating high-quality content that showcases our firm's expertise and commitment to excellence.
Key Responsibilities
- RFP and Client Questionnaire Management
- Analyze client requirements for RFPs, RFIs, DDQs, and quarterly questionnaires to ensure accurate and compliant responses.
- Assist in managing the RFP kick-off process, aligning departmental expectations and clearly communicating updates on an ongoing basis.
- Draft high-quality responses by collating standard material and customizing as needed to meet specific client needs.
- Gather necessary data, documents, cover letters, and attachments, and manage form completion.
- Proofread, review, and package submissions.
- Handle follow-up work for ongoing RFPs.
- Content Maintenance and Research
- Maintain our content database system, adding new records, updating existing content, and conducting annual reviews with subject matter experts.
- Coordinate with cross-functional teams to gather information for RFPs, DDQs, and other questionnaires.
- Develop a deep understanding of our investment processes, strategies, and pooled funds to support thorough editing and tailoring of content.
- Regulatory Compliance and Consultant Management
- Liaise with Compliance and Legal departments to ensure regulatory standards are met for marketing materials across various regions.
- Assist in maintaining external consultant databases and supporting product screening requests.
- Additional Responsibilities
- Utilize multiple firm systems to gather information as needed to support the RFP and questionnaire process.
- Contribute to other ICM tasks as required.
- Support the broader ICM team with data requests, quarterly updates, and special projects.
Requirements and Qualifications
- Bachelor's degree in finance, business, or a related field.
- Minimum 3-5 years of experience in institutional asset management or a professional services environment.
- Excellent written and oral communication skills, with a strong background in RFP and technical writing.
- Highly organized, detail-oriented, and proactive problem solver with advanced Microsoft Office skills.
Estimated Salary Range
$90,000 - $120,000 per year, depending on experience.
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