Analyst, RFP Operations
Core
Managing fundraising data sets, content governance, and RFP/RFI/DDQ response coordination using data tools and generative AI.
Role type
Analyst, RFP Operations
Builds
Data sets, standardized RFP responses, and reporting dashboards for global client solutions
Domain
Asset Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Data governance, Excel, Power BI, Generative AI, Prompt engineering, Automation, Salesforce reporting, Data accuracy
Preferred skills
Python, SQL, Alteryx, VBA, Proposal management software
Technologies
Excel, Power BI, Salesforce, Generative AI tools, CMS
Responsibilities
Update and maintain fundraising data sets across multiple sources; Perform content updates and data governance processes; Coordinate quarterly updates of statistics; Partner with RFP team to procure data and responses; Leverage generative AI to draft and standardize responses; Identify and implement automation opportunities; Assist with development of Excel Connector files for Salesforce reporting
Seniority
Mid-level IC (2-4 years experience)