RFP Specialist recruitment
The position is based in the Boston branch office.
Responsibilities:
• Prepare responses to Requests for Proposals (RFPs), manager due diligence questionnaires and other data requests from clients, prospects and consultants
• Maintain the firm's RFP database
• Support and participate in quarter-end reporting process (including updating databases) for the Consultant community
• Support Boston Research Team on various projects
• Assist with other ad-hoc projects as necessary
• Ability to effectively function in a team environment
Qualifications:
• At least two years’ experience with RFPs and knowledge of consultant database reporting.
• Experience with Qvidian (SANT) or other RFP database
- Excellent time-management and organizational skills
- High level of attention to detail/accuracy
- Proficiency with Microsoft Office Suite
- Series 7 and 63 licenses - to be obtained within 3 months
- Prefer CFA track candidates