Verified today
Analyst, RFP Operations
About the role
The Analyst, RFP Operations role sits within Global Client Solutions at Ares, supporting the coordination and completion of RFPs, RFIs, DDQs, and ad-hoc investor requests from intake through final delivery. Day-to-day work includes refreshing strategy/fund-level DDQs, customizing proposal language, reviewing qualitative and quantitative content for accuracy, and leveraging AI-enabled tools to improve drafting efficiency and workflow transparency. The position is based in Mumbai, India.
What you’ll do
- Supports the coordination and completion of RFPs, RFIs, DDQs, and ad-hoc investor requests from intake through final delivery, balancing timelines, stakeholders, and competing priorities.
- Assists in refreshing strategy/fund level Generic DDQs quarterly or as needed.
- Partners with relationship management, product strategy, investment teams, and subject matter experts to create clear, differentiated, and responsive investor materials.
- Supports the customization of proposal language to address investor priorities and diligence themes while maintaining consistency with approved messaging.
- Develops strong knowledge of Ares' strategies, products, performance data, platform capabilities, and corporate infrastructure to support accurate content creation.
- Reviews and checks qualitative and quantitative content for accuracy, including responses in questionnaires and data found in industry databases, with guidance from more senior team members.
- Maintains and governs proposal content across RFP technology platforms, including AI enablement, content reuse, and alignment with firm standards.
- Leverages AI-enabled tools, data, and process improvements to enhance drafting efficiency, response quality, workflow transparency, and the stakeholder experience.
What you’ll bring
- Bachelor's Degree from an accredited university or international equivalent, preferably in a related field (economics, finance, accounting, or marketing).
- 2-4 years of experience in the financial services or asset management industry, ideally in RFP, investor relations, client service, product strategy, due diligence, or a related fundraising support fu
- Excellent written and verbal communication skills, with the ability to distill complex investment, platform, and operational information into clear, accurate, and persuasive responses.
- Strong project management skills, with the ability to organize workstreams, manage timelines, coordinate stakeholders, and drive multiple concurrent deliverables to completion.
- High attention to detail and commitment to quality, particularly when reviewing written materials, quantitative data, performance information, and client-facing content.
- Ability to operate effectively under tight deadlines in a fast-paced, evolving environment while remaining calm, organized, and solutions-oriented.
- Proficiency with Microsoft Office Suite.
- Working knowledge of the asset management industry and familiarity with private markets or alternative investment products preferred.
Nice to have
- Any other industry recognized professional certification like CFA, APMP is a plus.
- Experience using, implementing, or optimizing RFP, proposal automation, knowledge management, or AI-enabled workflow tools is preferred.
- Prior experience managing complex written deliverables from intake through final delivery, including drafting, editing, stakeholder coordination, quality control, and deadline management is preferred.
- Experience with Salesforce, PowerBI, or AI-enabled workflow, content management, and reporting tools a plus.
Skills
Education
Bachelor's Degree from an accredited university or international equivalent, preferably in a related field (economics, finance, accounting, or marketing).