Senior RFP Analyst
Core
Managing end-to-end execution of complex Request for Proposal (RFP) and Due Diligence Questionnaire (DDQ) responses for investment management clients.
Role type
Senior RFP Analyst
Builds
High-quality RFP and DDQ responses for institutional clients
Domain
Investment management / Financial services
Deliverable
client delivery
Required skills
RFP/DDQ management, project timeline development, content library maintenance, process improvement, cross-team collaboration, mentoring
Preferred skills
AI-enabled tools, workflow automation, process optimization
Technologies
Loopio, eVestment, Microsoft Office (Outlook, Teams, Excel)
Responsibilities
Manage end-to-end execution of complex RFPs and DDQs, Develop and maintain project timelines, Produce high-quality client-aligned content, Maintain and enhance content libraries, Identify opportunities for process improvements, Support cross-team initiatives
Seniority
Senior, hands-on IC
