We are seeking a Senior RFP Associate with ample industry and technical knowledge to lead our external client, advisor, and consultant database relationships. The successful candidate will report to the RFP Manager. The position offers a unique opportunity to be exposed to a broad range of equity strategies as part of the centralized distribution group, interacting with various internal teams to ensure materials are clearly and effectively communicating the Firm’s principles.

Roles & Responsibilities

  • Responsible for all data and content in external databases (e.g., eVestment, Morningstar, proprietary consultant databases) as well OMNI Source relationship for data delivery
  • Lead external client, advisor, and consultant database relationships
  • Represent Polen Capital and its investment capabilities to current/future clients and prospects while maximizing Polen Capital’s reach within consultant databases
  • Organize and understand statistical data to complete questionnaire and database submissions
  • Work with Distribution to ensure that Polen Capital’s profiles are accurate and complete
  • Partner with RFP Team in preparing accurate DDQs and other ad hoc deliverables related to client, advisor, consultant, and platform research requests
  • Complete high-quality RFPs and RFIs that successfully move the firm to the next stage of the client’s selection process
  • Develop and maintain an understanding of Firm culture, capabilities, investment philosophy and processes
  • Liaise with internal teams to ensure responses capture the most current information
  • Complete special projects as assigned

Preferred Qualifications

  • Bachelor’s degree in a related field; track record of academic excellence
  • Minimum 3 years of related experience, preferably in asset management or financial services; solid understanding of equity strategies a plus
  • Excellent written and verbal communication skills; strong attention to detail; self-starter and demonstrated ability to work on multiple concurrent projects with tight deadlines
  • Ability to leverage technology and develop efficient processes and workflows
  • Proficiency with MS Word, Excel, and PowerPoint; knowledge of RFP databases (e.g., Qvidian) preferred

Additional Information

  • Full-time Employee
  • Boca Raton, FL or Boston, MA
  • Less than 5% travel required
  • U.S. Permanent Work Authorization (required)
  • Polen Capital is a ROWE (Results-Only Work Environment), offers competitive health benefits, annual individual training budgets, and 12-week paid parental leave

Instructions for Submitting Applications

Research shows that women and other minority groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage women, people of color, and those in the LGBTQ+ community to apply for positions even if they do not necessarily check every box outlined in the job description.

Qualified candidates should submit their resume and cover letter to [email protected].