RFP Writer
Allspring Global Investments Holdings, LLC•Charlotte, NC
•$80,000 - $95,000•Hybrid
About The Position
We are seeking candidates for an RFP Writer role. The RFP Writer is responsible for completing complex RFPs, DDQs and other questionnaires related to institutional investment products and services. This position requires independent research, analysis, creativity, and judgment to accurately and favorably present investment products/services to institutional customers and consultants. We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.
Requirements
- 5+ years of written communications development experience demonstrated through work or military experience
- Remain in stationary position for prolonged periods of time
- Operate computer programs and software
- Ability to communicate effectively with audiences in person and in electronic formats
- Day-to-day contact with others (co-workers and/or public)
- Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.
Nice To Haves
- Advanced Microsoft Office skills
- Strong organizational, multi-tasking, and prioritizing skills
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- BS/BA degree or higher in accounting, finance, economics or related field
- 3+ years of investment industry experience
- Ability to successfully manage multiple tasks, projects, and responsibilities within strict deadlines
- Familiarity with asset management and investment products, including mutual funds
- Familiarity with Allspring products and related systems
- Familiarity with Loopio (or other RFP software)
- Adoption of AI tools for RFP & DDQ creation
Responsibilities
- Producing high quality responses, identifying key "win" themes and positioning responses for each request
- Qualifying RFPs considering the firm's product/service capabilities, account minimums, and legal guidelines
- Working closely with portfolio management, sales, performance, finance, investment analytics, compliance, and legal staff to complete responses, identify proposed fees, and develop language
- Undertaking product suitability analysis and recommending the appropriate investment products for institutional customers to coordinate our participation in RFP opportunities
- Reviewing, creating and/or updating the firm's profiles on consultant databases
- Collaborating with other writers on shared projects.
Benefits
- Incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
