Business Proposal Specialist

2 days ago


Boston, Massachusetts, United States Beacon Hill Full time

Beacon Hill, a staffing solutions company founded by industry leaders, is seeking a Business Proposal Specialist to join their global team. This temporary role offers a full-time, hybrid schedule with 3 days onsite and 2 days remote, from 8:30am to 5:00pm.

The estimated salary for this position ranges from $34-38 per hour, depending on experience.

About the Role

We are looking for an experienced professional to manage RFPs, RFIs, and due diligence documents from inception to completion. The ideal candidate will be responsible for coordinating with Subject Matter Experts throughout the organization to write/edit content, analyze complex data, and ensure timely delivery of quality proposals to prospects/clients.

  • Develop and maintain comprehensive knowledge of investment vehicles, including Mutual Funds, Commingled Vehicles, Separately Managed Accounts, and SMA/Model Delivery.
  • Collaborate with investments to maintain content records on a predetermined schedule and as needed for the RFP Content team.
  • Contribute to content management by supplying new content obtained from SMEs to the content team for inclusion in the central RFP database (Qvidian).
  • Produce portfolio data and reporting using Bloomberg and proprietary systems.
Requirements

To be successful in this role, you will need:

  • Bachelor's degree required.
  • 1+ years of experience within the financial services industry, preferably in investment management.
  • Excellent communication and organizational skills, with the ability to prioritize projects and meet deadlines in a fast-paced environment.
  • Self-motivated and driven, with a strong work ethic and ability to excel in a team-oriented setting.
  • Familiarity with Microsoft Office Suite, particularly Word, Excel, Outlook, and PowerPoint.
About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values diversity and promotes inclusivity in the workplace. We are committed to providing coordinated staffing solutions with unparalleled service and a passion for innovation and continuous improvement.



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