Proposal Analyst

FEG • Cincinnati, OH

4d • Onsite

About The Position

The Proposal Analyst is an integral part of FEG’s Client Development Department, which is comprised of the Marketing, RFP, Finals, and Sales Teams. This department leads the firm’s new business development efforts. The Proposal Analyst coordinates and executes complete requests for proposals (RFPs), a key step in the firm acquiring new institutional clients.

Requirements

• Bachelor’s degree required.
• 0-3 years of work experience in marketing, sales and/or other relevant experience.
• Ability to identify and resolve/escalate complex problems with minimal guidance.
• Excellent written communication, organization, creativity, and time management skills; results-driven with a strong commitment to deadlines.
• Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic.

Nice To Haves

• Listen and learn while still taking full ownership of individual scope of work.
• Prioritize effectively and decisively across complex teams and competing priorities.
• Enjoy working in and learning about the financial investment industry.
• Care about data quality and consistency.
• Create & follow processes while thinking through efficiencies.
• Take pride in having and continuing to develop expert financial data domain knowledge.
• Enjoy ensuring clients have excellent customer service.
• Engage collaboratively with clients, investment teams and peers.

Responsibilities

• Proposal Management Produce and deliver accurate and timely proposals and other custom materials for prospective clients.
• Effectively understand and communicate FEG’s brand, service capabilities, and value propositions to support new client acquisitions and maintain existing client relationships.
• Coordinate with Sales and Advisory Teams to establish proposal timelines and determine content that aligns with the Team’s vision, service line strategy, and the needs/requirements of the prospect.
• Effectively coordinate with subject matter experts (SMEs) and contributing departments to obtain information necessary for proposal completion.
• Manage follow-up work associated with proposals moving to the next phase of the sales process and provide ad hoc Finals support, as needed.
• Assist with Sales and Marketing efforts, as needed.
• Process Management & Optimization Support the proposal management database (Loopio) and CRM by inputting data per designated processes.
• Contribute to and help maintain the team’s internal roadmap.

Benefits

• Competitive compensation and bonus opportunities commensurate with qualifications and performance.
• Employer-paid life/STD/LTD and subsidized Medical, Dental, & Vision plans.
• Wealth Benefits including company contributions into 401(k) and ESOP programs.
• Paid Time Off (Holidays, PTO, Parental Leave) and flexible/hybrid working.
• Employee-led culture committees dedicated to enabling a happy and healthy company culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees