RFP Specialist

Job Responsibilities

• Write high volumes of RFPs, RFIs, DDQs, and client updates for Institutional, Sub-Advisory Wrap, and Wealth Management prospects/clients, focusing on larger and more complex RFPs and consultant questionnaires that require additional research, analysis, creativity, and judgment.
• Manage the review and drafting process from kickoff to completion, working closely with subject matter experts to collect and verify all RFP content, ensuring accuracy and compliance while managing deadlines.
• Support the Institutional, Sub-Advisory Wrap, and Wealth Management distribution teams by responding to ad-hoc requests related to RFP responses.
• Develop a comprehensive understanding of the firm's structure, investment strategies, key personnel, and organizational policies and procedures, along with a functional knowledge of a professional services environment.
• Maintain and ensure accuracy within the RFP response database.
• Assist affiliate RFP teams as needed.
• Contribute to key projects aimed at increasing team efficiencies.

Ideal Qualifications

• Bachelor's degree in a related discipline such as business, finance, economics, or marketing.
• At least 3 years of experience in the investment management industry.
• Experience updating consultant databases such as eVestment, Callan, and Informa/PSN.
• Excellent verbal and written communication skills.
• Knowledge of financial products and asset classes.
• Exceptional organizational skills and attention to detail.
• Ability to work under deadlines and manage competing obligations.
• Self-motivated with the ability to take direction and work independently.
• Ability to effectively manage new projects, existing maintenance, shifting priorities, and multiple tasks under tight deadlines.
• Proficiency in Excel is desired, and additional quantitative skills are preferred but not required.