Diligence Analyst

The RFP Specialist plays a key role within Client Asset Management, supporting client acquisition and retention efforts. This position is responsible for the end-to-end development, editing, and customization of high-quality responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant database submissions.

The ideal candidate will possess a strong understanding of the firm’s investment strategies and competitive positioning and will effectively communicate these capabilities to institutional clients, prospects, and consultants. This role serves as a central liaison across internal teams to ensure all client-facing materials are accurate, consistent, compliant, and tailored to client needs.

• Draft, edit, and customize compelling RFP, RFI, and DDQ responses.
• Support institutional clients across asset classes including equities, fixed income, alternatives (private equity, hedge funds, real estate), and multi-asset solutions.
• Align responses with client objectives while highlighting the firm’s value proposition.
• Ensure adherence to brand guidelines and messaging standards.

• Maintain and regularly update a centralized content library.
• Ensure accuracy, consistency, and regulatory compliance of all materials.
• Identify content gaps and collaborate with subject matter experts to develop new materials.

• Partner with Portfolio Managers, Product Strategists, Sales, Client Relationship Managers, Legal, Compliance, Operations, and Marketing teams.
• Gather and validate data to ensure consistency in messaging.
• Facilitate stakeholder reviews and obtain necessary approvals.

• Develop and track project timelines.
• Coordinate input across teams to ensure timely and high-quality submissions.

• Translate complex investment concepts and data into clear, persuasive language.
• Develop compelling narratives to differentiate offerings in a competitive market.

• Conduct thorough reviews for accuracy, clarity, grammar, and consistency.
• Ensure compliance with internal policies and regulatory requirements (e.g., SEC).

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• 2–4 years of experience in financial services (asset management, investment consulting, institutional sales support, or client-facing content writing preferred).
• Exceptional written and verbal communication skills.
• Strong attention to detail and commitment to quality.
• Excellent organizational and project management skills.
• Ability to manage multiple projects and meet deadlines.

Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.