> job detail
A
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Analyst, RFP Operations
Ares Management · Mumbai, India
// classified as
Other (Adjacent or hard to classify.)
posted
1d ago
location
Mumbai, India
languages
python, sql
tools
excel
> stack
pythonsqlexcel
> education
bachelors
> 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.
Job Description
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, RFPThere 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.