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 for asset management products.
Domain
Asset Management / Finance
Required skills
RFP/tender writing, asset management knowledge, product knowledge (equity, fixed income, real estate, alternatives), MS Office (Word, Excel, PowerPoint), proofreading, data analysis
Preferred skills
CFA designation, IMC, European language proficiency, Qvidan database knowledge
Technologies
MS Word, Excel, PowerPoint, Qvidan
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