RFP Investment Writer Job in Los Angeles 90017, California Us
We currently have an opening for an RFP Writer in the Los Angeles area. If you have the following requirements, please send your resume to candidates@wallstreetpersonnel.com . To see this and other roles available, please go to www.wallstreetpersonnel.com.
Title: RFP Investment Writer
Location: Los Angeles, CA
JOB DESCRIPTION
As a member of the marketing team, the Marketing Operations RFP Writer will support the sales and marketing process by leveraging firm wide resources to craft Sanitized DDQs and respond to formal RFPs for the firm’s Private Partnership strategies. The RFP Writer will participate in establishing processes around evaluating and responding to client inquiries and managing to established service level agreements and quality assurance protocol. He/She is expected to work with Marketing Representative Workgroup Leads to outline and manage the many deliverables along the fund raising process for new product launches. In this capacity, the RFP Writer serves as a trusted firm wide resource and go-to for all flavors of firm and product related intelligence. Additional responsibilities include:
· Interacting with all functional areas across the company including but not limited to portfolio management, portfolio analysis and reporting, marketing representatives, client services, accounting, compliance, legal and operations in order to complete marketing requests.;
· Selecting, drafting or working with other departments to write accurate and consistent responses to routine or nuanced client and prospect requests;
· Ensuring the integrity of internal stored content databases.
· Identifying and executing on opportunities to build efficiencies through process and technological improvements around routine based data related tasks.
REQUIRED SKILLS
· Outstanding initiative and a strong work ethic.
· Passion for improving systems and processes.
· Ability to operate independently on short and long term goals.
· Must be highly collaborative with excellent interpersonal skills.
· Ability to leverage firmwide resources in an effective and judicious manner.
· Strong written and verbal communication skills; ability to contribute and edit content for RFP responses.
· Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions.
· Organized and able to manage multiple projects with differing priorities to meet deadlines.
· Team-oriented and must possess strong integrity and professionalism and share the firm’s common goal of excellence.
· Unwavering attention to detail.
REQUIRED EXPERIENCE
· A bachelor's degree is required; MBA and/or JD is a plus
· 3-5 years of RFP experience within a finance, marketing or legal role, preferably within the investment management industry; or 1-3 years working at a law firm.
· Strong command of all or a majority of the firm’s investment strategies and their relevant operating, performance and risk metrics.
· Experience responding to RFP and or client related inquiries for firm and fund specific information.
· Proven ability to prioritize high volumes of work from a multitude of sources while maintaining the highest quality standards; exceptional organizational skills.
· Exceptional writing skills: ability to craft thoughtful and compelling commentary.
· Articulate and creative communicator; ability to explain complex concepts to a wide range of audiences.