Location: Smithfield, RI (in-office)
Job Type: 18-month W2 hourly contract
Compensation Range: $40-45/hr
Benefits: health/vision/dental, 401k, and more (https://shorturl.at/GMPcb)
The Investment Marketing Services team within Institutional & Asset Management Marketing is seeking a Senior Proposal Analyst to join the Proposal Services Team. In this role, you will partner closely with relationship managers, distribution, and investment teams to support asset growth and client retention for Fidelity Institutional. You will drive sales cycle success through the end-to-end management of complex Requests for Proposals (RFPs), client and consultant Due Diligence Questionnaires (DDQs), and ad-hoc requests.
location: Smithfield, Rhode Island
job type: Contract
salary: $40 - 45 per hour
work hours: 8am to 5pm
education: Bachelors
responsibilities:
Responsibilities
- Lead the end-to-end management of RFPs and client and consultant due diligence questionnaires
- Manage business partner expectations in the execution of large, complex RFPs and DDQs
- Provide direction to internal business partners, setting timelines, anticipating and escalating issues, and delivering status updates to key stakeholders
- Work across the Fidelity organization, partnering closely with multiple teams including but not limited to distribution, investment product, compliance and others
- Assure the integrity of quantitative firm and product data using key tools (e.g., Oracle Business Intelligence and Performance Workstation)
- Oversee the delivery of final RFPs and DDQs to internal business partners
- Bachelor's degree required.
- 3-5 years of experience in the financial services industry, with a background in client service, operations, and/or project management.
- Knowledge of Fidelity and our institutional strategies/custom solutions
- Superior project management skills and the ability to lead multiple projects simultaneously
- Excellent interpersonal communication skills, as you are expected to build and maintain relationships with a variety of business partners across the Fidelity enterprise
- Ability to work autonomously, making independent decisions based on business objectives and priorities
- You are adaptable, curious and comfortable pivoting between competing priorities across asset class and product deliverables
- You are a problem solver and quick to develop/offer solutions that improve processes and increase efficiencies
#LI-Cella
#LI-KM1
qualifications:
.
skills:
adaptable,curious,ability to lead,problem solver,Ability to work autonomously,asset class,Asset Management,Manage business,Oracle Business Intelligence,business objectives,client service,Due Diligence,financial services,Marketing Services,Marketing,product data,project management,project management skills,RFPs,Workstation
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad Digital, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad Digital offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
