RFP Writer
Core
Producing high-quality Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) to support business development and client servicing.
Role type
RFP Writer
Builds
Prospect proposals, client questionnaires, and strategic client deliverables
Domain
Investment Management
Required skills
Investment industry experience, writing and editing, data retrieval and validation, Excel, Python, content management tools
Preferred skills
Experience with Loopio, Responsive, or Rocket Docs, quantitative analysis
Technologies
Loopio, Excel, Python, AI tools
Responsibilities
Writing, coordinating, editing, and proofreading RFPs and RFIs; Developing and maintaining content in content management tools; Leveraging firm tools and AI to draft questionnaire responses; Supporting the development and governance of client-facing content; Retrieving and organizing quantitative data from internal sources.
Seniority
Mid-level, individual contributor