Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $85 billion in global equity assets. We provide equity investment management services for institutional investo…
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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$115k–$125k/yr
Full-time
bachelor degree
Health cover, Life assurance, Income protection, Pension, Charitable giving program, Charitable matching program
Posted 2d ago
~40 hrs/week
Responsibilities
The role involves managing the end-to-end process for RFPs, DDQs, and client reporting while collaborating with internal teams to ensure accurate and high-quality responses. Additionally, the associate will lead projects to improve proposal tools and databases while providing day-to-day support to junior staff.
Requirements
Candidates must hold a bachelor's degree and possess at least 5 years of experience in the financial services industry, specifically within asset management marketing or RFP roles. Exceptional writing skills and proficiency in Microsoft Office are required, with experience in proposal management software preferred.
Full job description
Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $85 billion in global equity assets. We provide equity investment management services for institutional investors, leading corporate, public and individual clients on a world-wide basis by way of separate accounts, sub-advised mutual funds, and other commingled vehicles since our firm founding in 1995.
Our team of over 170 employees is mostly based in our headquarters in Manhattan and we have additional offices in London, Dublin and Melbourne. We are a growing company, in the size of our team, our locations, and our assets under management. We seek partners, not just employees, at every level in the firm and are looking for an exceptional new team member to grow with us. At Pzena, we invest in your career and have a strong track record of internal mobility.
Position Overview:
As a member of Marketing & Client Services, you will have critical interaction with all members of the team in supporting new business and servicing existing clients. You will be responsible for completing RFPs/DDQs and responding to a variety of client/prospect support requests to help grow our business. This role will report directly to the RFP Manager.
Core Responsibilities:
Proactively address Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs), recurring client reporting, and ad hoc client/prospect requests
Review, edit, and approve RFPs, DDQs, client reporting, and ad hoc client/prospect requests
Lead on-going projects such as the implementation and maintenance of new tools, AI skills, and RFP library and consultant database governance
Draft responses to new/unique questions for prospects or clients
Provide day-to-day support to junior staff
Articulate in writing our investment philosophy, process, and outlook; and access relevant performance and other attribution data
Understand and analyze performance attribution and assist with reporting and commentary as needed
Complete ad hoc projects to support sales and management team as requested
Partner with investment team, operations, legal, and other subject matter experts throughout the firm to coordinate accurate RFP/DDQ responses
Assist with improvement and maintenance of standard language in RFP and consultant databases
Build an in-depth understanding of the firm’s products and strategy and use financial acumen as it relates to RFP materials
Duties, responsibilities, and activities may change at any time.
Qualifications:
Bachelor’s degree required
5+ years of experience in financial services industry
Must have asset management marketing and/or RFP experience
Exceptional writing skills
Proficiency with Microsoft Word and Excel
Knowledge of investments and financial products
Experience with Responsive or similar proposal management software (preferred)
Competencies:
Diligence & Attention to Detail: demonstrate accuracy and thoroughness; monitor own work to ensure quality control of all work product.
Planning & Organizing: proactively prioritize and plan tasks; use time efficiently; maintain strong organizational habits.
Interpersonal Skills & Teamwork: a collaborative team player who is professional, respectful, honest, open to new ideas, and willing to pitch in wherever needed to get the job done well.
Communication: communicate clearly and professionally across all formats; produce polished and complete documents; present data effectively.
Dependability: consistently a productive and positive team member; respond to direction and developmental feedback and solicit feedback to improve performance.
Initiative: take ownership and accountability, seek out additional responsibilities, and work toward goals with growing independence.
Results Oriented: understand and analyze work product; apply critical thinking to ensure accuracy of deliverables.
Problem Solving: identify the cause and effect of issues and analyze internal and external information to arrive at appropriate solutions.
Salary Range: $115,000 - $125,000 Annually
The actual base salary may vary depending on factors, including, but not limited to location, work experience, education, training, skill level, and market conditions. At Pzena Investment Management, base salary is just one component of the total compensation, which may include, year-end discretionary bonus and employee benefits.
At this time, Pzena Investment Management will not sponsor an applicant for employment authorization for this position.
Working at Pzena
We are committed to the success and wellbeing of our employees. We offer benefits to support the health and wellness of our employees and their families, such as additional health cover, life assurance, income protection, pension, and firm contributions to causes important to our employees through firm Charitable Giving and Charitable Matching programs. Additionally, the firm supports the professional growth of our team by offering a Mentorship Program, Lunch & Learns, and sponsoring workgroups and committees to recommend business improvements. We are proud of our culture and enjoy coming together as a firm; you can look forward to team building activities in local offices and as a global firm including social events, holiday events, monthly birthday parties, Pizza Thursdays, recharging with healthy snacks, and more.
Pzena Investment Management is an affirmative action – equal opportunity employer. We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all. We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work. We welcome and encourage candidates of all backgrounds and experiences to join our team.
“Value isn’t a factor. It’s a philosophy.” - Rich Pzena
Industry
Investment Management
Company size
51-200 employees
Founded
1995
Headquarters
New York, NY
LinkedIn followers
7,771
Our investment philosophy is simple: we seek to buy good businesses at low prices.
We focus exclusively on companies that are underperforming their historically demonstrated earnings power, performing fundamental, bottom-up research on these companies in an effort to determine whether the problems that caused the earnings shortfall are temporary or permanent.
We typically consider companies for inclusion in the portfolio when the following criteria are met: (1) the current valuation is low compared to the company’s normalized earnings power; (2) the current earnings are below historic norms; (3) problems are viewed as temporary; (4) management has a viable strategy to generate earnings recovery; and (5) there is meaningful downside protection in case the earnings recovery does not materialize. We believe a concentrated portfolio exclusively focused on companies with these characteristics should generate meaningful excess returns for long-term investors.
Offices: 320 Park Avenue, 8th Floor, New York, NY 10022, US · 34-37 Liverpool Street, London, EC2M 7PP, GB · Level 14, 330 Collins Street, Melbourne, VIC 3000, AU · Fitzwilliam Place, Fitzwilliam Hall, Dublin 2, D02 T292, IE
Classic Value InvestingDeep Fundamental Researchand Deep ValueFinanceFinancial Services
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