The Role
Support production of DDQs by coordinating with sales and client service teams. Maintain and improve RFP/database processes, queries, and automation. Streamline internal data, manage deadlines across teams, ensure accurate content with legal/compliance/investments, update standard responses, maintain consistent messaging, and identify process improvements.
Summary Generated by Built In
Position SummaryResponsibilitiesKey Responsibilities
- Assist in production of DDQs in coordination with sales and client service personnel.
- Maintain and enhance database processes, queries, and automation.
- Streamline data from internal sources for completion of DDQs.
- Manage to internal processes and deadlines across multiple contributing teams.
- Develop strong working relationships with sales, client service, investments, legal, compliance and administration groups to ensure that the content within the deliverables is accurate and responsive to the questions.
- Demonstrate a solid understanding of the firm’s strategies and product offerings.
- Update responses to standard language within the RFP database quarterly as needed.
- Ensure consistency of messaging and positioning across channels and regions.
- Identify, escalate, and implement process improvements and enhancements.
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The Company
What We Do
Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies. It serves a diverse clientele, including insurers, sovereign wealth funds, public pensions, and high-net-worth individuals. The firm focuses on delivering tailored solutions through institutional rigor and a commitment to long-term performance across public and private markets.
