The RFP writer will work across various departments at the firm, a great opportunity to learn about the asset management industry and build relationships with investment professionals and other colleagues with varying levels of seniority
Job Summary
The RFP writer will work across various departments at the firm, a great opportunity to learn about the asset management industry and build relationships with investment professionals and other colleagues with varying levels of seniority.
This newly created role within the team will focus on building relationships, seeking efficiencies and coordinating the submission of RFPs and questionnaires through online portals.
We are looking for a highly motivated, detail-oriented professional who thrives in a fast-paced environment and who will take the initiative to continually look for opportunities to improve the quality, timeliness, and efficiency of our submissions.
Matching Summary
The RFP writer will work across various departments at the firm, a great opportunity to learn about the asset management industry and build relationships with investment professionals and other colleagues with varying levels of seniority.
Salary
Base: $65,000-$75,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Comprehensive package including paid time off, medical/dental/vision insurance, retirement, life insurance
Skills & Requirements
Must-have
Online questionnaire submission platforms
Innovative ideas for submission process
Project manage RFP and DDQ coordination
Accurate and consistent messaging
Collaborate with investment professionals
Understand firm's product offerings
Nice-to-have
AI, APIs, automation utilization
Strong relationships with platform providers
Financial acumen for RFP materials
Key Requirements
Up to 2 years’ experience in an RFP role
Undergraduate degree (finance, economics or business preferred)
Process oriented with exceptional attention to detail
Excellent organizational and problem-solving skills