AO/RFP Writer - Fixed Income
Core
Writing and managing Request for Proposals (RFPs), RFIs, and due diligence documents for Fixed Income Institutional and Retail Funds to support new business development and client servicing.
Role type
RFP Writer (Fixed Income)
Builds
Customized RFP responses, onboarding questionnaires, and client due diligence documents for Fixed Income strategies.
Domain
Asset Management / Fixed Income
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Fixed Income market knowledge, RFP writing, project management, technical content creation, document formatting, stakeholder coordination
Preferred skills
CFA Level II, MBA Finance, Microsoft Office proficiency
Technologies
Microsoft Word, internal firm systems
Responsibilities
Write high-volume RFPs for Fixed Income strategies, liaise with portfolio and product managers to collect data, maintain RFP language and content in the database, customize documents for specific sales opportunities, coordinate final proposal production, handle follow-up work for RFPs, field ad-hoc questions from the Client Response Center
Seniority
Mid-Senior (5-8 years experience required)
