Western & Southern Financial Group

Bus Develop And Data Analyst

Marketing & Public Relations
Full Time


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%

  • Prepares responses to RFPs within time frame negotiated by Touchstone and requestor through the assessment of RFP requirements, utilization and coordination of resources and tasks with a prioritization and emphasis on Fort Washington Investment Advisors strategies.
  • Updates and enhances proposal responses and consultant data to reflect changes within the firm and to distinguish Touchstone from the competition.
  • Obtains and submits quarterly, annual and custom performance data to ensure the accurate and prompt completion of industry data services and consultant databases, requests from professional advisors and prospects as well as record submission to accurately and effectively convey information regarding the firm and its investment management strategies.
  • Acts as a liaison between Touchstone, Transfer Agent and Intermediaries to effect the compilation and completion of various firm marketing materials (e.g. data gathering, transmisssion and editing).
  • Acts as a client service representative with institutional investors, including consultants, defined benefit plans, TPAs, defined contribution plan sponsors, foundations and endowments.
  • Documents and archives, both in hard-copy and soft-copy form, quantitative information regarding Touchstone and its subsidiaries. Information can include, but is not limited to, assets under management, staff tenure and turnover, gained/lost accounts, etc.
  • Facilitates communication within the department and with others throughout the firm to ensure timely completion of client reviews, RFPs and various questionnaires.
  • Manages the workflow including timelines and deadlines for work assigned and assists in the maintenance of RFP Proposal Database.
  • Maintains certain information within client management system to ensure information is up to date.
  • Achieves and maintains a working knowledge of corporate and industry compliance regulations that affect the production and dissemination of sales materials.
  • Works with Compliance Team to ensure material distributed compiles with SEC and FINRA regulations and requirements.


Data Analyst/Marketing Support:   25%

  • Acts as back-up for Touchstone data-related responsibilities of Director of Digital and Multimedia.
  • Trained as an expert user of style and performance analysis tools to support quarterly, annual and custom performance reporting requirements.
  • Collects, disseminates and analyzes fund data and information for inclusion in sales and marketing materials including pitchbooks, fact sheets, annual and quarterly commentaries, sales flyers, and other communications as required.
  • Assists in the compilation of Fort Washington RFPs when workload warrants.


Performs other duties as assigned by Management.


  • Proven knowledge of the investment industry (three to five years of experience) knowledge of investment management reporting preferred.
  • Possess and displays excellent verbal and written communication skills with the ability to convey information effectively and efficiently to internal and external customers in a clear, focused and concise manner. Must have the ability to read a variety of documents and prepare correspondence, reports, forms, and other documents that conform to proper rules of punctuation, grammar, diction, and style.
  • Outstanding organizational skills
  • Proven analytical skills including demonstrated experience of applying principles of logical thinking to define problems, collect data, establish facts and assist in drawing valid conclusions.
  • Provide experience in working with complex programs that require identifying complex data and assisting with analyzing the quality of the output provided.    
  • Excellent mathematical and statistical skills with attention to detail.
  • Ability to prioritize and handle multiple tasks, with divergent needs in a high-pressure situation
  • Ability to self-direct and self-motivate when appropriate


Work Setting

  • Works primarily in an office setting and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment or while in meetings. 
  • Performs frequent movement of wrists, hands and fingers for continuous computer work.


Educational Requirements

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)


Position Demands

Extended hours required during peak periods or special projects.


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