RFP Writer

Responsibilities

• Producing high quality responses, identifying key "win" themes and positioning responses for each request
• Qualifying RFPs considering the firm's product/service capabilities, account minimums, and legal guidelines
• Working closely with portfolio management, sales, performance, finance, investment analytics, compliance, and legal staff to complete responses, identify proposed fees, and develop language
• Undertaking product suitability analysis and recommending the appropriate investment products for institutional customers
• Coordinating our participation in RFP opportunities
• Sharing responsibility for reviewing, creating and/or updating the firm's profiles on consultant databases
• Participating in collaborative projects with other writers

Requirements

• Thorough understanding of the investment management business, the organization's products and services, and the RFP and consultant questionnaire response process
• 5+ years of written communications development experience
• Ability to remain in stationary position for prolonged periods of time
• Ability to operate computer programs and software
• Ability to communicate effectively with audiences in person and in electronic formats
• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions

Qualifications

• Advanced Microsoft Office skills
• Strong organizational, multi-tasking, and prioritizing skills
• Timely and independent judgment decision-making ability
• BS/BA degree or higher in accounting, finance, economics or related field
• 3+ years of investment industry experience
• Familiarity with asset management and investment products, including mutual funds
• Familiarity with Allspring products and related systems
• Familiarity with Loopio (or other RFP software)
• Adoption of AI tools for RFP & DDQ creation

Pay

Base Pay Range: $80,000 - $95,000

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)