Vista previa generada por IA
Analyst, RFP Operations in Mumbai – focus on AI‑powered data management and RFP support.
Drive efficient RFP processes with Excel, Power BI, generative AI, and cross‑functional collaboration.
Job Description
Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
REPORTING RELATIONSHIP
Reports to: Head of RFP Operations, Global Client Solutions (Los Angeles)
PRIMARY FUNCTIONS & RESPONSIBILITIES
- Update and maintain fundraising data sets across multiple sources using Excel, Power BI, and generative AI tools.
- Perform content updates and data governance processes within the firm’s Content Management System (CMS), ensuring accuracy, consistency, and scalability of information.
- Coordinate quarterly updates of qualitative and quantitative statistics across internal systems, leveraging automation tools where possible to streamline workflows.
- Partner with RFP team members and cross-functional stakeholders to procure data, supporting documentation, and responses for RFPs, RFIs, and DDQs.
- Leverage generative AI tools and prompt engineering techniques to draft, refine, and standardize responses, improving efficiency and consistency across submissions.
- Identify and implement automation opportunities (e.g., AI tools, scripts, workflow tools) to reduce manual effort in data updates and content maintenance.
- Build a strong understanding of the firm’s products and investment strategies to support inbound data and content requests.
- Manage multiple concurrent priorities across time zones, ensuring timely and high-quality deliverables.
- Assist with development and maintenance of Excel Connector files for Salesforce reporting and downstream processes.
QUALIFICATIONS
Education: A Bachelor’s degree is required, preferably with a major in Accounting, Economics, Political Science, Finance, General Business or Management, and outstanding academic achievement.
Experience Required: 2-4 years of financial industry experience in investor operations, reporting, or RFP/DDQ processes.
Demonstrated ability to work with structured and unstructured data, with a strong focus on accuracy and data integrity.
General Requirements: Experience using generative AI tools (e.g., ChatGPT, Copilot, or similar) in a professional setting to support content creation, research, or workflow efficiency.
Familiarity with prompt engineering and the ability to apply AI tools effectively while maintaining data quality, consistency, and compliance standards.
Exposure to automation and data tools (e.g., Power BI, Alteryx, VBA, Python, SQL, or similar) with a demonstrated interest in improving processes through technology. (Python/SQL positioned as value-add, not requirement)
Strong problem‑solving skills with the ability to research solutions and leverage available tools and resources.
Highly organized with the ability to manage multiple concurrent assignments in a deadline‑driven environment.
Comfortable working with detailed firm data (personnel, AUM, fund statistics, etc.) and translating it into clear, structured outputs.
Strong written and verbal communication skills, including professional email communication with internal stakeholders.
Experience with formatting and styling documents (Word, Excel, PDF).
Collaborative mindset with strong interpersonal skills and ability to work across global teams.
Strong work ethic with proactive ownership of deliverables and progress reporting.
Salesforce reporting and dashboard creation experience preferred.
Experience with proposal management software and Power BI is a plus.
Reporting Relationships
Vice President, RFP
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.