RFP Specialist

Job title: RFP Specialist

Company: Barrow Hanley Global Investors


Job description: About Barrow Hanley Global Investors: Founded in 1979, Barrow Hanley is an institutional asset management firm with approximately $50bn in assets under management. The firm manages equity and fixed income portfolios across U.S., non-U.S., and emerging markets for a large and diverse global client base.The RFP Specialist will be responsible for completing requests for proposals (RFPs), and consultant questionnaires, maintaining investment consultant databases, and assisting with other various tasks firmwide. This role is requires an ability to work independently and collaboratively with other members of the Business Development Support team, while offering extensive opportunities to work with other stakeholders at the firm.Key Responsibilities

• Ability to independently complete standard to moderately complex RFPs, RFIs, DDQs, and other ad hoc questionnaires. An ideal candidate would have the ability to scale up to more complex requests given time and experience with the Firm.
• Prepare and review consultant requests including both qualitative and quantitative updates, detailed excel files, and word questionnaires.
• Maintain investment consultant and other third-party databases with Firm and product information as requested.
• Work closely with the global distribution and portfolio management teams, as well as finance, operations, trading, and compliance staff to assemble, update, and manage Barrow Hanley’s internal RFP content database (Qvidian).

Qualifications

• BS/BA required. Candidates with economics/business/finance related majors and experienced writers are strongly preferred.
• Appropriate understanding of the principles, practices, and procedures of the investment management industry, or a willingness to master these concepts (FINRA Securities Industry Essentials® (SIE®) Exam, CFA Institute Investment Foundations® Exam, or similar preferred).
• Strong knowledge of Microsoft Office, especially Word and Excel (including pivot tables, vlookup/hlookup, match-match functions, etc.).
• Aptitude to work with or learn Qvidian, APX, FactSet, and CRM software.

Required Hard & Soft Skills

• Ability to work both independently and collaboratively, self-starter, intellectual curiosity to learn new things, solve problems, and provide support to the business.
• Demonstrates a professional, pleasant demeanor with internal and external stakeholders, remains calm in moments of pressure, prioritizes tasks, juggles multiple responsibilities at once, meets deadlines, and tailors communications to effectively fit and influence the targeted audience (whether internal or external).
• Strong work ethic, high level of integrity, regard for confidentiality, high attention to detail and accuracy.
• Experience with excel (including pivot tables and linking files) is mandatory.

*This job is not eligible for visa sponsorship*Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and abilities and provides a work environment that ensures all employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law.Barrow Hanley provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm’s related policies, please email HR at KHerring@BarrowHanley.com.Powered by JazzHR

Expected salary:

Location: Dallas, TX

Job date: Fri, 21 Mar 2025 04:18:46 GMT

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