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Job ID



RFP and Due Diligence Analyst

Date Posted


Position Type



New York , New York


Our Client is seeking a RFP & Due Diligence Analyst in the New York, NY area.

Additional responsibilities include:

  • Conduct all pre and post-sale client requirements for assigned clients across various distribution channels
  • Complete RFPs, RFIs, DDQs, and monthly and quarterly requests for assigned clients
  • Organize and lead kick-off meetings
  • Partner with investment boutiques and other departments to respond appropriately
  • Work closely with the assigned Client Engagement Manager on client requests
  • Function as a liaison with assigned Investment Boutiques to gather necessary data and strategy updates on a monthly or quarterly basis as required
To succeed in this role you will need the following:

  • Bachelor’s degree in Business, Marketing, or related area
  • 5+ years of experience in the investment management industry
  • 3+ years of experience conducting due diligence, or completing RFP’s or RFI’s
  • Proficiency with Microsoft Office software including Word, Excel, and PowerPoint
  • Experience with PMAPS
  • Ability to work independently as well as with a team
  • Time management skills
  • Good verbal and written communication skills
  • Financial experience is preferred
  • RFP team experience is a plus
  • Marketing background is a plus

ConsultUSA is an Equal Opportunity Employer

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