Client Services Consultant - Finance and Investment Industry Opportunity

  • Whippany, NJ


: $106,270.00 - $106,270.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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United States : New Jersey : WhippanyRole Value Proposition:MetLife Investment Management (MIM), is a leading global asset manager specializing in public fixed income, private debt and real estate investment solutions for institutional investors world-wide. We are currently seeking a highly motivated professional to join its growing team in a role that will focus primarily on RFP Project Management and Institutional Consultant Databases. RFPs and institutional databases are a critical component in successfully developing new business for MIMs platform. The position is responsible for drafting and/or coordinating responses to Requests for Proposal (RFPs), Due Diligence Questionnaires (DDQs), consultant questionnaires and databases. This role requires the ability to effectively collaborate with key stakeholders and subject matter experts to create consistent and competitive responses that meets prospective client and consultant relationship demands. The position is also responsible for managing the proposal database (Qvidian). A broad knowledge and understanding of investment management, including trading, operations, investment instruments, management reporting and related data needs is essential for this position.Key Responsibilities:Serves as project manager for entire RFP process, which includes drafting responses, collaborating with key stakeholders across multiple departments and ensuring Legal/Compliance approval/sign-offPartners with the Institutional Client Group team in identifying and qualifying potential RFP opportunitiesResponds to all ad-hoc inquiries from both prospects and consultants which can include RFIs (Requests for Information), data requests and operational due diligence questionnairesManages the firms standard answer database (Qvidian)Populates all MIM strategies on a quarterly basis to key consultant databases, including but not limited to eVestment, Wilshire Associates, Callan Associates, Mercer Consulting, Cambridge Associates, Morningstar, Informais, etc.Ability to assist in preparing various forms of distribution materials, including formal pitchbook presentations and product factsheetsProduct Knowledge:Stay abreast of new product developments in terms of structure, staffing, performance and competitive strengths.Branding:Understand and uphold high editorial standards to express MIMs voice with authority and consistency with the firms brand.Essential Business Experience and Technical Skills:Required:Prior experience drafting RFPs for private fixed income, real estate debt and real estate equity asset classes. In addition, prior experience drafting RFPs for public fixed income is preferredProficient with all Microsoft Office applicationsPrior experience working within institutional consultant databases and responding to tight deadlinesExcellent organizational, interpersonal, and communication skills, both written and verbalPreferred:Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriatelyBS/BA degreeExperience with Qvidian and eVestment Analytics3 plus years of relevant experiencePrior knowledge with VermilionTravelMinimalBusiness CategoryInvestmentsNumber of Openings1#LI-WRAPJOBAt MetLife, were leading the global transformation of an industry weve long defined. United in purpose, diverse in perspective, were dedicated to making a difference in the lives of our customers.MetLife is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is MetLife's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.MetLife maintains a drug-free workplace.For immediate consideration, click the Apply Now button. You will be directed to complete an on-line profile. Upon completion, you will receive an automated confirmation email verifying you have successfully applied to the job.Requisition #: 110322

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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