AO/RFP Writer – Equity
Core
Writing and maintaining technical product-specific content for Equity Institutional Strategies and Retail Funds to support new business development and client servicing.
Role type
RFP Writer (Equity Strategies)
Builds
RFPs, RFIs, and due diligence documents for Equity investment products
Domain
Asset Management / Equity Strategies
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Equity asset class knowledge, RFP writing, project management, content creation, technical editing, database maintenance, cross-functional collaboration, deadline management
Preferred skills
Equity RFP content experience, knowledge of investment processes and research methodologies
Technologies
Microsoft Word, internal firm systems
Responsibilities
Write high volume of RFPs for Equity strategies, liaise with departments to collect information, create and maintain RFP language, customize documents for specific sales opportunities, coordinate final proposal production, handle follow-up work and ad-hoc questions
Seniority
Mid-level specialist (5+ years experience preferred)
