Collaborate with internal and external subject matter experts to craft accurate responses to customized questions
Respond to new business RFP requests and annual/quarterly/monthly/ad hoc due diligence questionnaires
Maintain internal database of RFP responses
Maintain standard boilerplate responses, such as company history and key personnel bios, which can be used repeatedly
Disseminate information internally regarding progress of RFPs and related requests for information
Review, update and maintain monthly/quarterly data in online Consultant Databases
Work with investment research team to develop strong industry and product knowledge
Assists with ad-hoc projects
KNOWLEDGE, SKILLS AND ABILITIES:
Communicates effectively with colleagues
Excellent organizational skills with strong attention to detail
Strong work ethic with commitment to quality
Ability to work on multiple high priority requests simultaneously
Capacity to learn quickly and adapt to changing priorities
Excels in a fast-paced environment while meeting deadlines and executing responsibilities with minimal errors
Proficient in Microsoft Word, Excel and PowerPoint / ability to learn new programs and databases quickly
EDUCATION AND EXPERIENCE:
Bachelor's degree in a business-related major;
1-3 years financial services experience
RFP and client service/relationship exposure a plus
Familiarity with Microsoft SharePoint a plus
Extensive work with computers.
Extended hours during peak periods.
AMG Funds provides access to many of Affiliated Managers Group's (AMG) boutique investment Affiliates through our family of mutual funds, separately managed accounts and asset-allocation products. In addition, we oversee and distribute a number of complementary open-architecture mutual funds subadvised by unaffiliated investment managers. This broad combination of investment products allows us to serve the needs of the financial advisor community and its clients. With AMG Funds, you can rely on our distinctive array of actively managed, return-oriented investment strategies to help your clients achieve their long-term investing goals.
AMG Funds LLC is a wholly owned subsidiary and the U.S. retail distribution arm of Affiliated Managers Group, Inc. AMG is a global asset management company with investments in leading boutique investment management firms. For over 20 years, AMG has partnered with these firms using direct equity ownership.