Senior RFP Specialist
Core
Completing and coordinating Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and other client-related requests to accurately represent the organization and its investment products to prospective clients.
Role type
Senior RFP Specialist
Builds
RFP submissions, DDQ responses, and client-facing documentation
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
RFP/tender writing, asset management knowledge, product knowledge (equity, fixed income, real estate, alternatives), MS Office proficiency, proofreading, data analysis
Preferred skills
CFA designation, IMC, European language proficiency, Qvidan or content database experience
Responsibilities
Assist with completion of RFPs, RFIs, DDQs, and surveys; ensure approval/review steps are completed and documented; update existing content with opportunity-specific customization; review own work and submissions for consistency and accuracy; prioritize workload to adhere to project timelines
Seniority
Senior, hands-on IC