RFP Specialist

Company: Virtus Investment Partners, Inc
Location: Los Angeles
Posted on: March 4, 2025

Job Description:

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.Job DescriptionKayne Anderson Rudnick Investment Management (KAR) in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of RFP Specialist.This is a great opportunity to further your asset class knowledge and learn about Kayne Anderson Rudnick's portfolios.The overall purpose of this position is to prepare responses to institutional and retail RFPs and due diligence questionnaires. The RFP Specialist is responsible for supporting the Institutional, Sub-Advisory Wrap, and Wealth Management distribution channels by responding to recurring and ad hoc due diligence requests with a particular focus on firm and strategy level information. KAR's RFP team serves as the hub through which information is compiled and disseminated to both internal and external clients.The position requires collaboration with multiple teams, thus we are looking for an individual with high initiative that has demonstrated the ability to work collaboratively in a team environment. The candidate must be detail oriented, have excellent communication, writing and organizational skills. The production process will require adherence to strict deadlines and may at times require overtime during peak periods. This position is an exempt status position and is based onsite in Century City with a hybrid work schedule of three days a week in the office.Job Duties:

• Write high volumes of RFPs, RFIs, DDQs, and client updates for Institutional, Sub-Advisory Wrap, and Wealth Management prospects/clients, focusing on larger and/or more complex RFPs and consultant questionnaires that require additional research, analysis, creativity, and judgment.
• Manage the review/draft process from kickoff to completion. Works closely with subject matter experts on the collection and verification of all RFP content and ensure the content is both accurate and compliant while managing deadlines.
• Support both the Institutional, Sub-Advisory Wrap, and Wealth Management distribution teams as needed by responding to ad-hoc requests related to RFP responses.
• Develop a full working knowledge of the firm's structure, investment strategies, key personnel and organizational policies and procedures in addition to a functional knowledge of a professional services environment.
• Maintain and ensure accuracy within the RFP response database.
• Assists in affiliate RFP teams requests as needed.
• Assists in key projects to increase team efficiencies.Ideal Qualifications:
  • Bachelor's degree preferably in a related discipline such as business, finance, economics, or marketing.
  • At least 3 years investment management industry experience.
  • Experience updating consultant databases such as eVestment, Callan and Informa/PSN.
  • Excellent verbal and written communication skills.
  • Knowledge of financial products and asset classes.
  • Excellent organizational skills and attention to detail.
  • Ability to work under deadlines and manage competing obligations.
  • Self-motivated with the ability to take direction and work independently.
  • Ability to effectively manage new projects, existing maintenance, shifting priorities, and multiple tasks under tight deadlines.
  • Proficiency in Excel desired and additional quantitative skills preferred but not required.The salary range is $87,500 to $111,500.The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.
    • Competitive Pay
    • Medical, Dental, and Vision Insurance
    • Life and Disability Insurance
    • Health Savings Account with a Company Match
    • Flexible Spending Accounts including Dependent Care
    • Wellness Program
    • Tuition Reimbursement
    • 24-Hour Employee Assistance Program
    • Adoption Assistance
    • Paid Family Care Time
    • Paid Parking
    • Fully stocked kitchen- lunch provided.
    • Hybrid 3/2 (Subject to change)KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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Keywords: Virtus Investment Partners, Inc, Los Angeles , RFP Specialist, Other , Los Angeles, California