Alternatives Private Markets RFP Writer and Presentation Designer - AVP

State Street•Boston, MA

6d•Onsite

About The Position

State Street’s Global Product organization is undergoing a period of significant transformation to enhance scalability, transparency, and commercial performance across the Alternatives business. The RFP Writer / Presentation Designer is responsible for leading the end-to-end development of high-quality, Alternative competitive proposals as well as marketing materials that differentiate the organization in a demanding, fast-paced environment. This role combines writing excellence, project management discipline, creative communication, and technology enablement to deliver compelling, client-ready submissions. Strong knowledge of Alternative Investments and fund structures is critical. The ideal candidate will also play a key role in crafting visually compelling presentations, as well as ensuring the consistency and quality of document formatting across Microsoft PowerPoint, Word, Excel, and Adobe Acrobat Pro. While production and formatting tasks are part of the role, emphasis is placed on innovative design and creative input.

Requirements

5+ years of experience as a RFP Writer or similar capacity designing and editing financial documents, spreadsheets and presentations
Expert knowledge of Microsoft PowerPoint, Word, Excel (non-technical), and Adobe Acrobat Pro
Proven experience in proposal management, RFP writing, or bid management
Experience with proposal platforms and content management tools
Strong project management skills with ability to manage complex initiatives
Exceptional writing and editing expertise (journalism or equivalent experience preferred)
Advanced knowledge of Adobe Photoshop, InDesign, and Illustrator
Strong knowledge and experience designing infographics, financial charts, tables and graphs
Ability to work independently on a project or collaboratively as a team player and able to integrate with a diverse team with varying opinions and ideas
Ability to take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards
Ability to work with a job ticketing system, work well under pressure and make quick sound decisions
Flexible and open to changing priorities and managing multiple tasks simultaneously within tight deadlines
Research skills - know the places to look and manage time spent efficiently
Strong aptitude to acclimatize and learn quickly

Nice To Haves

Strong knowledge of Alternative Investments and fund structures is critical.

Responsibilities

Own full lifecycle of RFP, RFI, and DDQ responses from intake through submission
Lead cross-functional coordination across Sales, Product, Technology, Legal, and Operations
Manage timelines, deliverables, and quality control to ensure on-time, accurate submissions
Drive response strategy, positioning, and differentiation aligned to client objectives
Develop clear, concise, and compelling proposal content tailored to client requirements
Translate complex business, technical, and investment concepts into client-facing narratives
Maintain and evolve content libraries, templates, and reusable materials
Enhance proposals through charts, diagrams, and structured visual storytelling
Integrate narrative and design to deliver polished, professional submissions
Ensure consistency in tone, branding, and formatting
Apply structured project management to manage multiple concurrent proposals
Design and execute PowerPoint pitch books and client presentations
Apply and update client templates to presentations with consistency and technical formatting
Create company branded and client charts, graphs, tables, icons and other infographics
Create fully functional client branded PowerPoint templates
Implementation of design principles; such as layout, alignment, color theory, typography, and visual hierarchy to create visually appealing and effective presentations
Perform photo re-touching and photo manipulation
Perform Logo creation, recreation or vectorization
Design or recreate highly detailed and complex maps (shale, oil, pipelines)
Design print collateral (invitations, signage, and banners)
Leverage AI tools and prompt engineering to accelerate drafting and enhance quality
Design automation workflows to improve efficiency, scalability, and content reuse

Benefits

our retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans
inclusive development opportunities
flexible work-life support
paid volunteer days
vibrant employee networks