Senior RFP Writer
Core
Lead end-to-end development and submission of RFI, DDQ, and proposal responses for National Accounts clients to support business growth in asset management.
Role type
Senior RFP Writer (Business Development)
Builds
Sales-oriented proposals and due diligence responses for investment solutions
Domain
Asset Management / Investment Products
Deliverable
client delivery
Required skills
Project management, strategic writing, cross-functional collaboration, investment product knowledge, stakeholder influence, content database management, process improvement
Preferred skills
Knowledge of proposal management systems (Loopio, Dasseti, DiligenceVault, FlowPoint), Bloomberg/Morningstar usage, CFA/CIM designation
Technologies
Loopio, Dasseti, DiligenceVault, FlowPoint, Bloomberg, Morningstar
Responsibilities
Manage timelines and coordinate contributors for complex RFI/DDQ submissions; Produce compelling, accurate responses highlighting competitive differentiation; Collaborate with SMEs to articulate investment capabilities and strategies; Maintain and improve the response content database; Identify opportunities to automate and scale the proposal process.
Seniority
Senior, hands-on IC