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Tech Stack
Tools & technologiesVault
About the role
Key responsibilities & impact- Craft highly customized sales documents for institutional client opportunities
- Provide project management expertise for project teams
- Partner with client coverage and investment professionals to develop compelling sales narratives
- Collaborate with various departments across the firm
- Track opportunity outcomes and analyze sales trends
- Contribute to the evolution of RFP technology, processes, and resources
- Leverage AI tools to enhance quality and efficiency in questionnaires
- Support critical RFP production functions including Allocation and Review
- Develop an understanding of the firm's product offerings and investment capabilities
Requirements
What you’ll need- 5+ years of experience working on RFPs in the asset management industry
- Evidence of success in RFP writing, editing, marketing, project management, technical writing, legal work
- Understanding of the institutional investment marketplace
- Organized and detail-oriented team player with outstanding time and project management skills
- Exceptional written and verbal communication skills
- Strong integrity and ethics
- Proven ability to influence/drive decision-making, and manage through complexity
- Strong working knowledge of MS Office suite (Word, Excel, PowerPoint)
- Knowledge of RFP content management system, experience with Diligence Vault and Responsive is a plus
- Bachelor’s degree required
Benefits
Comp & perks- Comprehensive healthcare
- Flexible Time Off (FTO)
- Tuition reimbursement
- Strong retirement plan
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
RFP writingeditingmarketingproject managementtechnical writinglegal worksales analysissales trend analysisAI tools utilizationinstitutional investment knowledge
Soft Skills
organizeddetail-orientedteam playertime managementproject managementwritten communicationverbal communicationintegrityethicsinfluence decision-making
Certifications
Bachelor’s degree
