CW Associate_USA_USD

About the Role

The RFP Specialist plays a key role within the Asset Management business by supporting client acquisition and retention efforts. This position is responsible for creating, editing, and customizing high-quality responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant database updates.

Responsibilities

• Lead the drafting, editing, and customization of RFPs, RFIs, DDQs, and consultant database submissions for institutional clients and prospects.
• Tailor responses to client requirements while highlighting the firm's investment capabilities across equities, fixed income, alternatives, and multi-asset solutions.
• Maintain and update the centralized content library, ensuring information is accurate, compliant, and consistent.
• Collaborate with Portfolio Managers, Product Strategists, Sales, Client Relationship Managers, Legal, Compliance, Operations, and Marketing to gather and validate information.
• Manage multiple proposal projects simultaneously, ensuring timely completion and adherence to deadlines.
• Translate complex investment concepts into clear, concise, and persuasive client-facing content.
• Conduct quality reviews to ensure accuracy, consistency, grammatical correctness, and compliance with internal policies and regulatory requirements.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 2-4 years of experience in financial services, preferably in asset management, investment consulting, institutional sales support, or proposal/RFP writing.
• Excellent written and verbal communication skills.
• Strong attention to detail with exceptional organizational and project management abilities.
• Ability to manage multiple priorities and meet tight deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint).
• Ability to work independently and collaboratively in a team environment.

Preferred Qualifications

• Experience with RFP automation tools such as Qvidian, Loopio, or PMAPS.
• Understanding of investment products, asset classes, financial markets, and investment strategies.
• Familiarity with institutional clients, including public and corporate pensions, endowments, foundations, and sovereign wealth funds.

Pay

Hourly pay: $27

Schedule

Duration: 4 Months