RFP Writer
Core
Own and project manage RFPs, RFIs, DDQs, and investor requests from intake through final delivery, partnering with investment teams to create compelling responses.
Role type
Senior IC RFP Writer (Financial Services)
Builds
Investor-facing proposal materials and responses for fundraising and diligence
Domain
Asset Management / Private Markets
Required skills
Project management, written communication, content validation, stakeholder coordination, deadline management, knowledge governance, AI tool utilization, data accuracy review
Preferred skills
RFP automation experience, knowledge management tools, AI workflow optimization, Salesforce/PowerBI proficiency, asset management industry knowledge
Technologies
Microsoft Office Suite, Salesforce, PowerBI, AI-enabled workflow tools
Responsibilities
Project manage RFPs and investor requests from intake to delivery; Partner with investment teams to create differentiated investor materials; Customize proposal language to address investor priorities; Develop deep knowledge of firm strategies and capabilities; Review and validate qualitative and quantitative content; Maintain and govern proposal content across technology platforms; Leverage AI tools to enhance drafting efficiency and workflow transparency
Seniority
Mid-Senior, hands-on IC