Senior RFP Specialist, Investment Proposals - Parametric

About the role

The Senior Request for Proposal (RFP) Specialist is primarily responsible for supporting the Institutional and Wealth Management distribution channels by responding to recurring and ad hoc due diligence requests with a particular focus on firm and strategy level information. The Investment Proposals team serves as the hub through which information is compiled and disseminated to both internal and external clients. As an experienced member of the team, the Senior RFP Specialist will partner with more junior colleagues on complex requests and act as a knowledge resource.

• Manage and complete Requests for Proposals/Information (RFP/RFI) and similar sales due diligence requests, including managing deadlines, compiling information from multiple internal sources, and making sure content complies with Parametric’s brand and guidelines with limited direction.
• Master the completion of highly complex questionnaires that may have minimal to no standard content written.
• Work in collaboration with RFP Specialists/interns as a training/leadership opportunity.
• Guide and peer review the work of others on RFPs and ad hoc DDQs.
• Train, coach and educate new staff members on processes and systems with the potential to progress to supervision of summer interns.
• Embrace opportunities for cross-functional leadership through strategic projects such as knowledge specialist or AI catalyst.
• Use AI and automation tools to enhance RFP response development, including initial drafting, content reuse, and quality checks, while ensuring alignment with firm standards and SME input.
• Explore and evaluate opportunities to leverage AI-enabled tools to enhance RFP workflow processes, drive efficiencies, and support continuous improvement.
• Lead projects/initiatives with limited direction; take initiative in identifying and implementing efficiencies/make enhancements to existing processes, sharing ideas with management.
• Assist Supervisor with workload distribution of the team, monitor and assign deliverables.
• Assist RFP Supervisor with the assignment of quarterly/monthly deliverables (Skills Matrix), keeping in mind the skill level of the team and areas for growth.
• Assist Content Management with construction of narratives for consultant/third-party databases.
• Help ensure accuracy within the RFP response database (Loopio).
• Deepen working knowledge of the firm's structure, key personnel, organizational policies and procedures, and investment/product knowledge.
• Deepen relationships with internal subject matter experts, including product management, sales, client relations, and investment professionals, to facilitate collaboration across teams to understand client needs to create customized RFP responses that highlight the firm’s strategic and competitive advantage.
• Interact with compliance/legal to review and obtain approvals of materials.
• Partner with Data Team to ensure the quantitative information is accurately providing the response needed for the deliverable.
• Work independently with minimal supervision.
• Assume other responsibilities as required.

  Qualifications

  • Interest in financial services and a desire to learn more and/or pursue a career in the industry.
  • 4-year degree or equivalent, preferably in a related discipline such as business, finance, or economics.
  • 3-5 years of related industry experience and 2-3 years of proposal writing experience preferred.
  • Strong written and oral communication skills with a high attention to detail and accuracy.
  • Excellent organizational skills and ability to handle a heavy, deadline-oriented workload.
  • Superior project management abilities.
  • Ability to handle complex or escalation items from specialists/associates and other departments with very minimal direction.
  • Ability to utilize logic, resources, and intuition to problem solve/escalate independently while assisting Specialists to do the same.
  • Proactive seeks opportunities to improve team processes to reduce risk and improve efficiencies.
  • Demonstrated willingness to adopt and use AI-enabled tools to support RFP workflows, enhance efficiency, and improve deliverable quality.

  Benefits

  Salary range for the position: $70,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.

  Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.