Summary of Responsibilities
Prepares formal responses to Requests for Proposals (RFPs), received from various sources that are seeking investment management services. Responses would include information concerning Touchstone and its investment management strategies. Provides updates to consultants and/or consultant databases as well as up-to-date firm information to the sales team and internal/external inquiries. Information provided would include both quantitative and qualitative information. Acts as a client service representative with institutional investors, including consultants, defined benefit plans, TPAs, defined contribution plan sponsors, foundations, and endowments. Works closely with subadvisors to complete RFPs and RFIs requested by Touchstone’s Distribution Partners. Acts as back-up for data-related responsibilities of Director of Digital and Multimedia. Works with a degree of creativity under minimal supervision and minimal range of decision making. Regularly upates Manager and escalates issues to Manager as appropriate.
Business Development: 75%
Data Analyst/Marketing Support: 25%
Performs other duties as assigned by Management.
Bachelors degree or commensurate selection criteria experience
Computer Skills and Knowledge of Hardware and Software Required
Expert skills in using Microsoft Office Suite software
Proficient in spreadsheet and database applications
Certifications and Licenses
None required (FINRA Series 6 or 7 and/or CFA certification preferred)
Extended hours required during peak periods or special projects.