AO/RFP Writer - Fixed Income
Core
Write and maintain technical product-specific content for Fixed Income Strategies to support business development, client service, and new business opportunities.
Role type
Senior RFP Writer (Fixed Income)
Builds
RFPs, RFIs, due diligence questionnaires, and client onboarding documents for Fixed Income investment 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 customization, cross-functional collaboration, Microsoft Office proficiency
Preferred skills
CFA Level I, MBA Finance
Technologies
Microsoft Word, internal firm systems
Responsibilities
Write high-volume RFPs for Fixed Income strategies; liaise with portfolio management, product management, legal, and operations to gather information; create and maintain RFP language covering investment and research processes; customize final documents for specific sales opportunities; coordinate multiple projects to meet strict deadlines; oversee production and technical editing of final proposals.
Seniority
Mid-Senior, hands-on IC