RFP WRITER
Our clients include corporations, pension plans, insurance companies, foundations, endowments, central banks, official institutions and mutual fund advisors. In the U.S. we have offices in Boston, Chicago, New Jersey and New York. We have an excellent career opportunity for a RFP Writer in our New York or London office. Individual will focus on writing primarily fixed income RFPs and questionnaires. In addition, the individual will assist in putting together other marketing materials, as needed.
Specific Responsibilities:
- Coordinate and complete RFPs, RFIs, due diligence questionnaires and other written prospect material in conjunction with Business Development and Marketing, and other departments where necessary. Ensure all materials are completed in a timely and professional manner and are of institutional quality.
- Ensure all materials adhere to industry guidelines from a marketing perspective. Liaise with Legal/Compliance on standards and compliance of new materials.
- Work together with Global RFP team in Paris to complete RFPs, which are global in scope.
- Assist in maintaining RFP database of answers.
- Aid in the creation and maintenance of generalist firm wide and product specific marketing materials, on an as needed basis.
- Act as a backup resource to Consultant Relations Analyst with regard to quarterly consultant updates and firm update information for questionnaires and investment consultant databases.
Ideal Personal Profile:
- Accuracy: Is constantly attentive to the precision and thoroughness of the information sent and to the quality of the work; ensures that errors are minimized.
- Organizational Skills: Sets priorities, plans actions and methodically monitors their progress by coordinating activities and resources in the best way possible.
- Communication Skills: Expresses his / her messages, both orally and in writing, in an effective, organized way, which is appropriate to the audience being addressed.
- Teamwork: Knows how to work in a team and /or across teams, acts bearing common interests and respect for fellow team members in mind.
- Taking Initiative: Works proactively and independently, implementing work processes, ideas and solutions, including in situations where information is missing or wholly unusual.
Academic Background and Experience:
- Experience as an RFP writer for an investment management firm, preferably with a fixed income focus.
- Related financial writing experience (preferably in fixed income asset management).
- Advanced computer skills (Word, Excel, PowerPoint, Qvidian (SANT) RFP database experience).
- Bachelor’s degree coupled with excellent academic credentials.
This position offers an excellent benefits and compensation package. To be considered for this opportunity, please forward your resume utilizing the online application process. Equal Opportunity Employer.
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