Senior RFP Analyst

About the role

The Senior RFP Analyst plays a crucial role in developing and delivering high-quality request for proposal (RFP) and due diligence questionnaire (DDQ) responses. This position requires a detail-oriented and collaborative professional who can manage complex projects efficiently.

Responsibilities

• Manage the end-to-end execution of complex RFPs and DDQs, including drafting responses, coordinating with subject matter experts, maintaining version control, and ensuring timely delivery
• Develop and maintain project timelines, proactively manage follow-ups, and communicate priorities clearly to stakeholders
• Produce high-quality, client-aligned content with increasing independence and strategic nuance
• Maintain and enhance content libraries to ensure accuracy and alignment with product and strategy updates
• Identify opportunities for process improvements and partner with colleagues on workflow, technology, or automation enhancements
• Support cross-team initiatives such as content reviews, audits, and template updates
• Provide informal mentoring to junior colleagues, reinforcing quality standards and expectations
• Build strong working relationships with colleagues and stakeholders through dependable, organized, and responsive support

Qualifications

• 3–5 years of experience supporting RFPs, DDQs, client reporting, proposal management, or related work within investment management, financial services, or a comparable industry
• Familiarity with proposal management or RFP platforms such as Loopio, eVestment, or similar tools
• Proficiency with Microsoft Office applications, including Outlook, Teams, and Excel
• Strong analytical, organizational, communication, and problem-solving skills
• Ability to manage multiple priorities and deadlines in a collaborative environment
• Demonstrated initiative, attention to detail, and commitment to continuous improvement
• Exposure to AI-enabled tools, workflow automation, or process optimization initiatives is a plus

Benefits

• Competitive compensation package, including full benefits
• Medical, dental, vision, wellness program participation incentive
• Financial wellness program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)