Client Service Associate, Due Diligence Projects Client Service Associate, Due Diligence Projects …

First Pacific Advisors
in Los Angeles, CA, United States
Permanent, Full time
Last application, 18 Feb 20
Competitive Base and Bonus
First Pacific Advisors
in Los Angeles, CA, United States
Permanent, Full time
Last application, 18 Feb 20
Competitive Base and Bonus
FPA’s Client Service department provides support to prospects, clients, portfolio managers, sales staff and relationship managers by performing operational and administrative functions for our strategies, funds and/or managed accounts. The Client Service Associate for Due Diligence and Projects is an integral part of FPA’s Client Service Team, and will respond to a variety of requests from clients, prospects, consultants, advisors and others. These requests include proposal and due diligence questionnaires and the population of consultant and other third-party online databases, in addition to managing assignments to help drive strategic initiatives.

Please email resume to careers@fpa.com.  All email submissions and inquiries must include “CSA DDQ - efc” in the subject line for consideration.

KEY RESPONSIBILITIES/FUNCTIONS

Ownership, facilitation and ongoing improvement of the firm-wide RFP/DDQ process:

  • Evaluate existing tools, processes, and procedures in order to find ways to enhance, streamline and strengthen them.
  • Complete Requests for Proposal (RFP’s), Requests for Information (RFI’s), Due Diligence Questionnaires (DDQ’s) and other ad hoc requests
  • Collaborate with stakeholders throughout the firm to ensure that requests are handled appropriately
  • Continue to build out and proactively maintain the RFP/DDQ database of standard question and answer pairings
  • Work with Compliance to manage the completion of regular certification requirements for Separately Managed Accounts
  • Manage the status tracking and follow-up for adhoc, recurring or ongoing DDQs/RFPs
  • Effectively communicate FPA's process and products in a clear and concise manner with accuracy, attention to detail and time management
  • Manage and/or work on projects to help in supporting the team’s (and the organization’s) strategic initiatives.  
  • ​Populate data files and liaise with third party vendor(s) to update and maintain various consultant databases

REQUIRED QUALIFICATIONS, SKILLS AND KNOWLEDGE:

  • Experience working in a fast paced industry and collaborating with cross-functional teams
  • Demonstrates effective critical thinking and problem-solving approach to challenges and projects
  • Acute attention to accuracy and detail
  • Ability to meet tight deadlines, work well under pressure and manage competing priorities
  • Excellent written and oral communication skills, planning, and organizational skills with ability to communicate effectively with stakeholders throughout a project lifecycle
  • Highly motivated with demonstrated initiative, independence and adaptability
  • Focused on continuous improvement and operational discipline
  • 1-3 plus years work-related experience preferred, financial services experiences a plus, and some experience in RFP/DDQ role desirable
  • Bachelor's degree in related field preferred
  • Proficiency in Excel and Word
  • Experience with maintaining a Client Relationship Management (i.e. CRM) system (Satuit or similar) a plus
  • Experience with project management and/or process redesign a plus

FPA is and Equal Opportunity Employer

First Pacific Advisors (FPA) is a Los Angeles-based institutional money management firm, employing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation.   FPA manages approximately 29 billion across multiple strategies and has about 89 employees.  

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