Senior RFP Writer/ VP
About The Position
The Global RFP Team, with professionals in New York, Chicago, London, Hong Kong, and Tokyo, partners closely with each of the firm’s distinct distribution channels and investment teams to develop high-quality, client-focused responses to Requests for Proposals (“RFPs”), Due Diligence Questionnaires (“DDQs”), and other due diligence materials for prospective and existing investors. The team supports all distribution channels and client segments globally, responding to requests from the firm’s various client types from around the world. The team is committed to consistently and efficiently delivering high-quality proposals to enhance our global sales, marketing, and client service efforts. The senior RFP writer will collaborate across the firm gaining broad exposure to the asset management industry and building relationships with investment professionals and senior stakeholders across multiple functions. We are seeking a highly motivated, detail-oriented RFP professional who thrives in a fast-paced environment and proactively identifies opportunities to enhance the quality, timeliness, and efficiency of our submissions. Working as part of the Global RFP Team, the successful candidate will ensure that all RFPs are completed in a timely manner and tailored to investor and submission requirements.
Requirements
- Undergraduate degree (finance, economics, business, or related field preferred)
- 10+ years’ experience in an RFP role, or in a closely related role within asset management or broader financial services.
- Demonstrated experience managing complex, deadline-driven projects with multiple stakeholders and workstreams
- Ability to self-manage time and priorities in a fast-paced, deadline driven environment
- Exceptional attention to detail with excellent organizational and problem-solving skills
- Strong written and verbal communication skills, with the ability to clearly and succinctly communicate in a variety of settings and styles
- Self-starter with proven initiative and the ability to work both independently and as part of a broader team
- Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Nice To Haves
- Fixed Income experience a plus
Responsibilities
- Manage the end-to-end coordination, drafting, and completion of RFPs and DDQs across a range of strategies and client types
- Ensure deadlines are met and that messaging is consistent, accurate, and compliant across all questionnaires by following a structured, multi-step review and sign-off process
- Collaborate with Subject Matter Experts ("SMEs") throughout the firm to craft accurate, compelling responses to standard and customized questions
- Develop a clear understanding of the RFP/DDQ process and assignments, and communicate clearly and succinctly—both in writing and verbally—about project status, priorities, and information needs with the RFP team and SMEs, as appropriate
- Leverage AI tools available at the firm to enhance the quality and efficiency of questionnaires produced
- Maintain and regularly enhance a centralized database of standard RFP responses. This includes drafting, updating, and quality-controlling content to reflect product, regulatory, and firm-level developments
- Develop an in-depth understanding of the firm's product offerings, investment capabilities, and key performance and risk concepts, applying this knowledge to ensure technically accurate and investor-relevant RFP content
- Contribute to improvement efforts, including identifying opportunities to streamline processes, enhance content quality, and share best practices across the team
Benefits
- We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
