Parnassus Investments
Associate, Product Marketing (RFP, RFI, DDQ Reporting)
Parnassus Investments, San Francisco, California, United States,
Parnassus Investments is the largest pure-play responsible investment company in the United States, currently managing over $51 billion in AUM, as of March 31st, 2024. We seek to build wealth responsibly for long-term investors by investing in businesses that offer products or services that are increasingly relevant to customers, have sustainable competitive advantages relative to their peers and are led by quality management teams that adhere to ethical business practices. We have incorporated rigorous sustainability-related criteria into our investment decisions since 1984. Our office is based in San Francisco and currently employs approximately 78 people.Our firm is a multi-year winner of the Pensions & Investments Best Places to Work in Money Management award. Our team members benefit from a supportive, collaborative culture that emphasizes quality, teamwork, and continuous learning.
Associate, Product Marketing (RFP, RFI, DDQ Reporting) - Asset Management
OverviewA qualified candidate will directly contribute to the business development and client service effort by producing timely, high-quality responses to requests for proposals (RFPs) and requests for information (RFIs), and due diligence questionnaires (DDQs) on our product offering and capabilities to prospects, clients and consultants for virtually all the firm’s key institutional and intermediary client relationships. This role requires broad knowledge about the asset management industry, the firm’s operations and the key differences between client types and product vehicle types to complete detailed data requests and text-based questionnaires.
The position requires good judgment and critical thinking to decide how to best position answers to questions about the firm’s investment process, products and operations. The work generally involves preparing, reviewing and editing qualitative and quantitative responses from the firm’s databases specific to each client’s situation. It often involves drafting new responses, based on a keen understanding of the business or by leveraging relationships with SMEs to develop and edit new content and ultimately integrate it into our central database. New business opportunities will require strong collaboration with the Sales and Client Services.
Key success criteria include quality, accuracy and timeliness in completing the requests to enhance client relationships, earn the trust of new business relationships and reflect well on the brand. It’s also important to put the firm’s best foot forward with clients and prospects by applying knowledge about various audiences as well as being able to properly position the business, pull and assess appropriateness for a wide array of data and convey operational nuances. The ability to work effectively with senior staff across all departments and diligent attention to compliance requirements are required.
This role is also responsible for the quality and accuracy of the investment content submitted to third-party databases, which involves editing and extensive tracking of updates across multiple formats. Other writing assignments, research and special projects may be assigned.
Summary of Key ResponsibilitiesThis is an opportunity to play a central role in a Product Marketing team involved in supporting essential activities for the firm’s business development and client service efforts. Key activities include:Own the end-to-end process of initiating and completing the new and recurring RFP/RFI/DDQ or other special client requests about our firm, products, and investment approach in a timely and accurate manner.Collaborate with Sales and Client Service to set priorities and gain business contextUpdate consultant databases with a focus on quality content that reflects well on our brandComplete other writing, editing, review/proofing requests as necessaryParticipate in research and special projects periodicallyAssist with standard administrative duties as assigned to help the team succeed.
Experience, Skills, and Knowledge:Minimum two to four years of investment and RFP/reporting experience for an investment management firmSolid understanding of equities and U.S. fixed income and standard investment vehicles such as mutual funds, separate accounts and CITsExcellent communications skills, especially strong writing and editing skillsTeam player with strong interpersonal skills to build and maintain relationshipsAdept at conceptual, analytical and problem-solving skills
Proficient at MS Office, particularly MS Word and ExcelStrong attention to detail and ability to proofread and assess quality for both numbers and textSelf-starter with strong organizational skills and ability to prioritize multiple deadlines
Education:A bachelor’s degree in a related field (e.g., Writing, English, Business, Finance, Marketing, Communications or Accounting). MBA or equivalent and/or CFA are a plus.
Travel:No travel is required for this position, but the individual will be invited to attend client meetings and/or participate in industry conferences.
Being Part of the Parnassus Team IncludesCompetitive compensation commensurate with experience and skills.An annual bonus based on several factors including both profitability and individual performance.100% coverage of medical, dental and vision premiums for you and your family with no waiting period.2:1 charitable contribution matching to non-profit organizations.This position is based in our San Francisco office with a hybrid model of 3 days/week in-office and 2 days/week remote. We are in San Francisco's Financial District near BART, Muni, ferries and cable cars and we provide a generous commuter subsidy.
We will only consider applicants who are legally authorized to work in the United States; we do not sponsor work- related visas. This position is based in our San Francisco, CA office with a hybrid model of 3 days/week in-office and 2 days/week remote.
The anticipated annual salary range for the associate position is $100,000 – 110,000. The listed salary range denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration. Parnassus Investments encourages all applicants to consider the full value of the competitive benefits offered, including coverage of 100% of all healthcare premiums for employees and their families. The listed pay range reflects the base salary Parnassus Investments reasonably expects to pay for this position and is not a reflection of the highest and lowest base salary of any current employee. Actual base salary will be based on factors such as the candidate’s prior relevant experience, education, skills, and knowledge.
Parnassus Investments is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, citizenship, disability, veteran status, gender identity, sexual orientation, genetic information, or any other characteristic protected by federal, state, or local law. We comply with the San Francisco Fair Chance Ordinance and will consider all applicants in accordance with this Ordinance.
Please see the Careers page of our website to view the privacy notice to job applicants to comply with the California Consumer Privacy Act (CCPA).
Associate, Product Marketing (RFP, RFI, DDQ Reporting) - Asset Management
OverviewA qualified candidate will directly contribute to the business development and client service effort by producing timely, high-quality responses to requests for proposals (RFPs) and requests for information (RFIs), and due diligence questionnaires (DDQs) on our product offering and capabilities to prospects, clients and consultants for virtually all the firm’s key institutional and intermediary client relationships. This role requires broad knowledge about the asset management industry, the firm’s operations and the key differences between client types and product vehicle types to complete detailed data requests and text-based questionnaires.
The position requires good judgment and critical thinking to decide how to best position answers to questions about the firm’s investment process, products and operations. The work generally involves preparing, reviewing and editing qualitative and quantitative responses from the firm’s databases specific to each client’s situation. It often involves drafting new responses, based on a keen understanding of the business or by leveraging relationships with SMEs to develop and edit new content and ultimately integrate it into our central database. New business opportunities will require strong collaboration with the Sales and Client Services.
Key success criteria include quality, accuracy and timeliness in completing the requests to enhance client relationships, earn the trust of new business relationships and reflect well on the brand. It’s also important to put the firm’s best foot forward with clients and prospects by applying knowledge about various audiences as well as being able to properly position the business, pull and assess appropriateness for a wide array of data and convey operational nuances. The ability to work effectively with senior staff across all departments and diligent attention to compliance requirements are required.
This role is also responsible for the quality and accuracy of the investment content submitted to third-party databases, which involves editing and extensive tracking of updates across multiple formats. Other writing assignments, research and special projects may be assigned.
Summary of Key ResponsibilitiesThis is an opportunity to play a central role in a Product Marketing team involved in supporting essential activities for the firm’s business development and client service efforts. Key activities include:Own the end-to-end process of initiating and completing the new and recurring RFP/RFI/DDQ or other special client requests about our firm, products, and investment approach in a timely and accurate manner.Collaborate with Sales and Client Service to set priorities and gain business contextUpdate consultant databases with a focus on quality content that reflects well on our brandComplete other writing, editing, review/proofing requests as necessaryParticipate in research and special projects periodicallyAssist with standard administrative duties as assigned to help the team succeed.
Experience, Skills, and Knowledge:Minimum two to four years of investment and RFP/reporting experience for an investment management firmSolid understanding of equities and U.S. fixed income and standard investment vehicles such as mutual funds, separate accounts and CITsExcellent communications skills, especially strong writing and editing skillsTeam player with strong interpersonal skills to build and maintain relationshipsAdept at conceptual, analytical and problem-solving skills
Proficient at MS Office, particularly MS Word and ExcelStrong attention to detail and ability to proofread and assess quality for both numbers and textSelf-starter with strong organizational skills and ability to prioritize multiple deadlines
Education:A bachelor’s degree in a related field (e.g., Writing, English, Business, Finance, Marketing, Communications or Accounting). MBA or equivalent and/or CFA are a plus.
Travel:No travel is required for this position, but the individual will be invited to attend client meetings and/or participate in industry conferences.
Being Part of the Parnassus Team IncludesCompetitive compensation commensurate with experience and skills.An annual bonus based on several factors including both profitability and individual performance.100% coverage of medical, dental and vision premiums for you and your family with no waiting period.2:1 charitable contribution matching to non-profit organizations.This position is based in our San Francisco office with a hybrid model of 3 days/week in-office and 2 days/week remote. We are in San Francisco's Financial District near BART, Muni, ferries and cable cars and we provide a generous commuter subsidy.
We will only consider applicants who are legally authorized to work in the United States; we do not sponsor work- related visas. This position is based in our San Francisco, CA office with a hybrid model of 3 days/week in-office and 2 days/week remote.
The anticipated annual salary range for the associate position is $100,000 – 110,000. The listed salary range denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration. Parnassus Investments encourages all applicants to consider the full value of the competitive benefits offered, including coverage of 100% of all healthcare premiums for employees and their families. The listed pay range reflects the base salary Parnassus Investments reasonably expects to pay for this position and is not a reflection of the highest and lowest base salary of any current employee. Actual base salary will be based on factors such as the candidate’s prior relevant experience, education, skills, and knowledge.
Parnassus Investments is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, citizenship, disability, veteran status, gender identity, sexual orientation, genetic information, or any other characteristic protected by federal, state, or local law. We comply with the San Francisco Fair Chance Ordinance and will consider all applicants in accordance with this Ordinance.
Please see the Careers page of our website to view the privacy notice to job applicants to comply with the California Consumer Privacy Act (CCPA).