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Specialist, RFP and Competitive Analysis

Company: SEI
Location: Oaks
Posted on: June 10, 2021

Job Description:

When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it.

Position Description:

The RFP Analyst will be responsible for supporting the RFP Manager within SEI's Investment Manager Services Division, supporting the completion of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Requests for Information (RFIs). The Analyst will be primarily responsible for updating and maintaining the RFP database that contains all the relevant information needed to complete RFP, DDQ and RFI questions. Working in collaboration with the RFP Manager, this individual will also interface with applicable subject matter experts (SMEs) in operations, solutions and technology as well as marketing and sales team members to research and obtain the information required to complete the RFP, DDQ and RFI questions under very tight, time-sensitive deadlines.

What you'll do:

' You will be responsible for updating and maintaining the RFP database to ensure that it includes current answers for typical RFP, DDQ, and RFI questions. .

' You will be required to contact IMS operational and solutions leaders to ensure that solution and service content is current.

' You will be responsible for maintaining current information about SEI corporate and IMS divisional information, including data on financials, asset breakdown, employee counts, and other organizational information.

' You will Gain in-depth knowledge of IMS' business lines including Traditional investments vehicles such as mutual funds, ETFs, collective investment trusts, managed accounts and the services offered through our turnkey mutual fund series trust, the Advisors Inner Circle Trust; and Alternative investments including private equity, private debt, real estate, infrastructure and hedge funds.

' You will Learn about IMS 'operational platform, including the fund accounting, fund administration, client service, middle office, and regulatory & compliance solutions, as well as other services and technologies that support it.

' You will Support the RFP Manager to manage and complete individual or multiple RFPs with conflicting, time-sensitive deadlines.

' You will be responsible for managing from start to finish all DDQs and RFIs by gathering the key information required to complete and meet their aggressive deadlines.

' You will Create and maintain all appendices and attachments that typically accompany the questionnaires.

What you bring to the table:

' BA / BS in business administration, accounting, operations or information technology.

' 2+ years professional experience in the financial services industry. Background in fund accounting or fund operations preferred.

' Have the ability to collaborate with SMEs, and sales and marketing professionals to complete tasks associated with RFPs, DDQs, and RFIs.

' Knowledge of traditional and alternative investment vehicles (e.g., mutual funds, ETFs, CITs, Limited Partnerships).

' Knowledge of common asset classes and portfolio strategies used by investment managers.

' Proficiency with Microsoft Word, Excel and PowerPoint and prior database management experience.

' Excellent project management skills.

Attributes we value:

' A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.

' Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.

' Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.

' Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.

' Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.

SEI is an Equal Opportunity Employer and so much more

After 50years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance, and access to thriving employee networks.

SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

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Keywords: SEI, Springdale , Specialist, RFP and Competitive Analysis, Other , Oaks, Arkansas

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