AO/RFP Writer

AllianceBernsteinNashville, TN
104d

About The Position

AllianceBernstein’s Request for Proposal (RFP) team is in search of a RFP writer to play an integral role in business development and client service efforts through the completion of RFP, RFI, and due diligence requests for AllianceBernstein’s Equity Strategies. The Writer will specialize in writing RFPs and Due Diligence Questionnaires for our equity institutional strategies, and onshore and offshore retail funds, while also contributing, where needed, to the completion of other projects and requests. As an RFP writer, the writer will be expected to be able to work directly and effectively with the firm’s Equity Product Management and Portfolio Management Teams to write and maintain (keep updated) original and technical product-specific content to support our equity platform, and, importantly, to be able to effectively customize that content for specific sales situations as needed. The RFP Writer will also be expected to remain current on the equity markets as well as the current investment strategies being implemented in our firm’s equity strategies. As a Writer, the candidate will be expected to handle a high volume of requests simultaneously and productively. Projects will be both new business development and client servicing-related and include both standard and customized RFPs, Onboarding Questionnaires, and client Due Diligence Questionnaires. This position is located in our London office.

Requirements

  • Knowledge of the global institutional and retail markets, and the asset management industry.
  • Prior experience with Equity services is preferred.
  • Excellent and highly productive writer of technical investment material.
  • Must be able to handle a high volume of projects simultaneously.
  • Demonstrated desire and ability to learn technical info, including philosophy, research and investment processes of our products.
  • Knowledge of GIPS regulations, Composite requirements, and FINRA and other Fund marketing regulations.
  • Detail-oriented with excellent project management and organizational skills; able to prioritize work and handle multiple tasks to ensure that complex projects are completed by deadline, with interim review steps incorporated.
  • Strong verbal and written communication and interpersonal skills as well as the ability to work independently and as part of a team in a large global organization.
  • Demonstrated initiative and good judgment as well as the ability to work well under pressure and with time constraints.
  • Interest in and ability to interact directly and effectively with Sales Advisors, Portfolio Managers and other investment professionals.
  • Proficient in Microsoft Office, especially Word, and possess the ability to quickly master internal systems and applications.
  • Experience with RFP Software required and experience with Responsive highly preferred.
  • University education required.
  • Minimum of 3 years RFP and industry experience preferred.
  • Direct experience creating technical, strategy-focused RFP content is a significant plus.

Responsibilities

  • Write a high volume of RFPs, RFIs, and Due Diligence Questionnaires for equity strategies across our global institutional and retail channels.
  • Create and maintain equity related RFP language and content for assigned strategies of coverage, including investment process, research process, team information, and competitive advantages.
  • Maintain consistent product messaging and updated product language and data in RFP Language database and on 25+ consultant and third-party databases.
  • Collaborate directly with Product Managers, Portfolio Managers, Research Heads, Traders, and others to update existing RFP language and develop new language.
  • Customize final documents to reflect a nuanced and targeted response to the specific sales opportunity.
  • Handle follow-up work associated with RFPs moving to the next phase: coordinating answers, additional information, etc.
  • Oversee production of final proposals (formatting, technical editing and reproduction).
  • Field ad-hoc questions from associates, advisors, and our offshore RFP Team daily as needed.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Career Level

Mid Level

Education Level

Bachelor's degree

Number of Employees

1,001-5,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service