CW Analyst_USA_USD

Pay Rate: $23/hour    Location: Dallas, TX    Duration: 6 Months

About the Role

The Asset Management Division's Centralized RFP Team is seeking a highly motivated Operations Analyst to support the coordination and completion of Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) for prospective and existing clients. The team partners with Client Portfolio Management, Sales, and Client Relationship Management teams to communicate investment strategies, product offerings, and market insights through high-quality client deliverables.

Responsibilities

• Coordinate and complete high-quality RFPs and DDQs accurately and within deadlines.
• Develop an understanding of industry trends, the competitive landscape, and investment team capabilities to enhance the client experience.
• Build strong working relationships with Client Portfolio Management teams, Sales, Client Relationship Managers, Compliance, and other internal stakeholders.
• Learn and communicate the investment team's philosophy, investment process, product positioning, and market trends to internal and external clients.
• Assist in developing and tracking key sales metrics, including RFP flow and win rates.
• Support technology initiatives and other ad hoc projects aimed at automating reports and improving processes.
• Perform second-level quality reviews of RFPs, DDQs, and 15C documents prepared by team analysts.

Qualifications

• Bachelor's degree required; Master's degree in Finance, Economics, Business, or Commerce preferred.
• Strong analytical, organizational, and project management skills.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Excel, PowerPoint, and Word, with the ability to quickly learn new software.
• Self-motivated with the ability to work effectively in a collaborative team environment.
• Knowledge of the investment management industry is a plus.
• Prior content writing experience (2–3 years) is preferred.