Marketing RFP Specialist
UBS - Chicago, IL

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Support the marketing, sales and communication initiatives to win and retain assets under management with the overarching objective of enhance the UBS image.

Major responsibilities:
  • Complete any type of RFP, information or due diligence questionnaires assuring consistency and accuracy of information and timeliness of responses.
  • Develop strong relationships with capability managers, portfolio managers, client service, consultant relations, legal and compliance with particular attention to developing strong investment/product knowledge.
  • Be the trusted source of information. Respond to requests/questions from various client groups with regard to data and information.
  • Maintain our image and positioning in the marketplace through development and maintenance of RFP responses and relevant data on internal and external databases.
  • Contribute to the RFP marketing team by participating in cross-training and supporting other projects as needed.
  • Support the Operational Risk Framework effort (SOX)
  • Strong attention to detail and client focus
  • Excellent written and oral communication skills
  • Strong organizational and project management skills to handle multiple projects
  • Ability to contribute to a team environment.
  • Proficient use of technology, including but not limited to Microsoft Office
  • 3+ years of work experience and a bachelor’s degree required
  • Experience in RFP business writing a plus.
  • Familiarity with “PMAPS” software a plus.
  • Asset management knowledge and experience a plus.
  • Progress toward a CFA a plus.

UBS - 21 months ago - save job - block
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We draw on our 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland....