RFP Writer
Core
Coordinate end-to-end production of high-quality RFP, RFI, and DDQ submissions for financial clients by managing workflows, liaising with SMEs, and drafting tailored responses.
Role type
Senior RFP Analyst (Financial Services)
Builds
Production-ready proposal and due diligence documents for prospective and existing clients
Domain
Financial Services / Asset Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Project management, technical proposal writing, proofreading and copy-editing, stakeholder coordination, Microsoft Office proficiency, Qvidian platform expertise
Preferred skills
Knowledge of financial institutions and asset managers, experience with Monday.com and Seismic
Technologies
Qvidian, Monday.com, Seismic
Responsibilities
Perform initial reviews of incoming RFP/RFI/DDQ requests to determine effort and requirements; Coordinate end-to-end production ensuring timelines and quality standards; Draft and populate responses using standard content libraries; Liaise with SMEs and Client-Facing Teams for content and insights; Facilitate internal review and approval processes; Manage user administration and license reconciliation in Qvidian
Seniority
Mid-Senior, hands-on IC