RFP Analyst/Associate
Core
Coordinate with Business Development and Product teams to respond to RFP and DDQ requests for prospective and existing clients, while redesigning processes to increase efficiencies.
Role type
Associate RFP Analyst
Builds
RFP and DDQ documentation and responses
Domain
Asset management / Investment management
Deliverable
client delivery
Required skills
RFP/Proposal management, stakeholder coordination, process improvement, project tracking, written communication, Microsoft Office Suite
Preferred skills
Asset management operations experience, AI tools experience, Responsive RFP Management tool experience
Responsibilities
Proactively address and complete RFP and DDQ documentation; Partner with stakeholder teams to ensure accuracy of content; Coordinate across the firm to maintain high-quality content; Track and manage outstanding RFPs and DDQs; Utilize AI tools to drive strategic changes to existing processes