The Global RFP Team collaborates closely with distribution channels and investment teams to craft responsive marketing material for client questionnaires
Job Summary
The Global RFP Team collaborates closely with distribution channels and investment teams to craft responsive marketing material for client questionnaires.
This role will focus on building relationships, seeking efficiencies, and coordinating the submission of RFPs and questionnaires through online portals.
The successful candidate will ensure all RFPs needing submission through online portals are completed in a timely manner and tailored to investor and portal requirements.
Matching Summary
The Global RFP Team collaborates closely with distribution channels and investment teams to craft responsive marketing material for client questionnaires.
Salary
Base: $65,000-$75,000; Bonus/Equity: Discretionary bonus; Benefits: Paid time off, medical/dental/vision insurance, retirement, life insurance
Skills & Requirements
Must-have
Online questionnaire submission platforms
Relationship with online platform providers
Innovative approaches for RFP submission
Project management for RFPs and DDQs
Collaboration with investment professionals
Understanding of firm's product offerings
Financial acumen for RFP materials
Nice-to-have
Detail-oriented professional
Thrives in fast-paced environment
Takes initiative for improvement
Process oriented with exceptional attention to detail
Dynamic, collaborative team environment
Key Requirements
Up to 2 years' experience in an RFP role
Undergraduate degree (finance, economics or business preferred)
Strong work ethic and time management
Excellent organizational and problem-solving skills