Asset Wealth Managment RFP Writer
It's what drives us. More than a claim, this describes the way we do business. We compete to be the Global provider of financial services, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you'll discover, our culture supports this. Diverse, international, and shaped by a variety of perspectives, we're driven by a shared sense of purpose. At every level agile thinking is nurtured. And at every level agile minds are rewarded with competitive pay, support and opportunities to excel.
RFP Writer Job Description:
The candidate will be responsible for completing and coordinating request for proposals (RFPs), consultant questionnaires and due diligence requests which accurately and favorably present Deutsche Asset Wealth Management products and services.
Standard tasks include working closely with sales teams, product specialists and internal sources, as well as write for, review and maintain our content management database. Analytical, creative, and sound judgment is required.
Responsibilities include:
• Preparing RFPs, RFIs and questionnaires for retail, institutional and retirement services products marketed by Deutsche Asset Wealth Management
• Maintain and support Retirement Services and other consultant databases
• Assist with data requests from internal and external clients
• Coordinate data fact checking and proofing of all responses
• Answer ad hoc requests
• Maintain RFP content database (PMAPS)
• Prepare metrics reporting via Salesforce
• Liaise with Sales, Portfolio Management, Product Specialists, Portfolio Administration, Legal, Compliance and other departments
• From time to time additional responsibilities may be assigned.
Skills required:
• Strong work ethic, commitment to excel and proven capacity to work effectively with minimum supervision and under tight deadlines in a fast-paced, unstructured environment
• 3-5 years of experience answering and editing RFPs within the asset management industry is required
• Strong communication, writing, analytical and organization skills
• Retail mutual fund, Institutional and/or retirement services experience is strongly desired, wealth management experience a plus. Experience with traditional and alternative asset classes preferred.
• Familiarity with financial services databases
• Ability to work on several tasks at once in a fast paced environment while adhering to strict deadlines and producing quality work
• Knowledge of the investment industry and familiarity with industry jargon (i.e. mutual funds and separate accounts)
• Proficiency with Microsoft Word, Excel and PowerPoint
• High level of comfort in dealing with all levels of management
• Bachelor’s Degree or equivalent required, Series 7 License a plus
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