RFP Specialist
Core
Creating accurate and timely Request for Proposal (RFP), Request for Information (RFI), and Due Diligence Questionnaires (DDQ) documents to support client servicing and prospecting for a global asset management firm.
Role type
RFP Specialist
Builds
Proposal documents and responses for prospects and current clients
Domain
Asset Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Project management, content customization, stakeholder collaboration, data sourcing, process adherence, technology adoption (AI/automation)
Preferred skills
Interest in applying technology to business processes, handling multiple deadline-driven projects
Technologies
RFP Library Responsive, AI tools, automation tools
Responsibilities
Prepare and customize content for deadline-driven RFPs/RFIs/DDQs; collaborate with SMEs and editors to ensure timely delivery; tailor firm responses to communicate competitive positioning; manage project coordination for multiple proposals; advocate for and utilize technical solutions like AI and automation.
Seniority
Mid-level individual contributor
