RFP Responses & PowerPoint Specialist

Alan Biller • Menlo Park, CA

7d • $110,000 - $125,000

About The Position

The RFP Responses & PowerPoint Specialist coordinates and writes comprehensive Request for Proposal (RFP) responses for institutional financial clients. Working within an established proposal team, this role focuses heavily on clear financial writing, questionnaire coordination, and formatting high-stakes client presentation decks. The ideal candidate translates complex investment strategies and market data into highly persuasive, brand-compliant narratives and scannable visual slides.

Requirements

• Mastery of Microsoft Word (styles and formatting) and PowerPoint (master slides and charting).
• Direct hands-on experience using proposal database software such as Qvidian.
• Ability to read and correctly position investment performance data, tables, and asset management concepts.
• Ability to integrate seamlessly into an established team structure and take direction from senior team members.
• Exceptional organizational skills to manage concurrent deadlines across multiple proposals.
• Strong editorial skill to translate dense financial jargon into accessible, value-driven client language.
• Bachelor’s degree in Finance, Economics, Communications, or Marketing.
• 3+ years of experience in B2B proposal writing, specifically within banking, asset management, or financial services.

Responsibilities

• Manage the end-to-end drafting cycle for RFPs, RFIs, and Due Diligence Questionnaires (DDQs).
• Manage proposal timelines by assigning tasks and extracting technical input from subject matter experts (SMEs).
• Write clear narratives detailing investment philosophies, risk management, and regulatory compliance.
• Update and curate the centralized proposal content library (e.g., Loopio, Responsive, or Qvidian).
• Review all answers against institutional brand standards and strict financial regulatory guidelines.
• Format and refine final-round presentation decks using established financial service templates.
• Convert complex financial charts, performance tables, and portfolio metrics into clean, scannable slides.
• Clean up layout spacing, typography, and alignment to ensure a sophisticated corporate aesthetic.
• Partner with the relationship management teams to structure the narrative flow of pitch meetings.

Benefits

• medical
• dental
• vision
• group life
• short and long-term disability
• 401(k)
• unlimited PTO
• reimbursement of expenses for work related certifications such as CFA, CAIA and CIPM

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level