The role involves managing the entire RFP process lifecycle from drafting and reviewing to formatting and proofreading for accuracy
Job Summary
The role involves managing the entire RFP process lifecycle from drafting and reviewing to formatting and proofreading for accuracy.
Candidates will collaborate closely with product management, relationship management, and various subject matter experts including compliance and legal teams.
The position requires maintaining high-quality standards while working under tight deadlines in a rapidly changing environment.
Matching Summary
The role involves managing the entire RFP process lifecycle from drafting and reviewing to formatting and proofreading for accuracy.
Skills & Requirements
Must-have
3-6 years financial industry experience
RFP process lifecycle management
Bachelor's degree required
Strong written and verbal communication
Loopio RFP software proficiency
Nice-to-have
Experience with Salesforce or Tableau
PowerBI knowledge preferred
Ability to pivot across asset classes
Championing innovative RFP approaches
Working knowledge of ESG topics
Key Requirements
Bachelor's Degree from accredited university
3-6 years investor relations experience
Proficiency with Microsoft Office Suite
Experience with quantitative data and AUM
Proven ability to handle multiple concurrent assignments