RFP Analyst
Core
Completing high-quality RFPs, RFIs, DDQs, and ad-hoc requests for prospective and existing clients across Private Equity, Infrastructure, Real Asset, and Private Credit product ranges.
Role type
RFP Analyst
Builds
RFP responses and data sources for client mandate opportunities
Domain
Private markets investment (Private Equity, Infrastructure, Real Assets, Private Credit)
Deliverable
client delivery
Required skills
RFP/RFI/DDQ coordination, database management, stakeholder liaison, compliance procedures, data building, analytical skills, numerical skills, problem-solving, written communication, verbal communication, Microsoft Office proficiency
Preferred skills
Financial services experience, private markets exposure, strong academic credentials in Business/Finance/Economics/Accounting
Technologies
GovernGPT, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Coordinate and complete RFPs, RFIs, DDQs, and surveys; liaise with internal stakeholders to update content; maintain and improve the RFP database; craft RFP responses with investment teams and senior management; build key data sources quarterly; ensure compliance procedures are adhered to.
Seniority
Junior to Mid-level, individual contributor