Comprehensive RFP Specialist

1 day ago


Boston, Massachusetts, United States Beacon Hill Full time
Key Job Responsibilities

In this exciting role as a Comprehensive RFP Specialist, you will independently create and process comprehensive RFP responses, requests for information, due diligence questionnaires, quarterly updates, and more. This is a full-time, hybrid position with a 3 days onsite/2 days remote schedule and the hours of 8:30am to 5:00pm.

Compensation: $34-38 per hour depending on experience.

About the Job

This RFP Writer MA opportunity is located in Boston, US. You would work independently to manage RFPs, RFIs, due diligence documents from inception to completion; coordinate with Subject Matter Experts throughout the organization to write/edit content, obtain, analyze and report extensive complex data and ensure the on-time delivery of quality proposals to prospects/clients.

The ideal candidate will be completely accountable for documents produced and provide urgent, top-shelf service if any follow-up or question arises in relation to a completed document.

You will also actively partner with investments to maintain content records on both a pre-determined schedule and on as-needed basis for the RFP Content team. Additionally, you will contribute to content management by supplying new content obtained from SMEs in the course of RFP creation to the content team for inclusion in the central RFP database (Qvidian).

Your duties will include producing portfolio data and reporting as necessary for completion of RFPs/DDQs using Bloomberg as well as proprietary systems and tools.

Requirements
  • Bachelor's degree required
  • Previous experience with RFPs is desired, but not required
  • Some investment management, or related, experience is a plus
  • Experience with or knowledge of the investment vehicles we offer is a plus (Mutual Funds, Commingled Vehicles, Separately Managed Accounts, SMA/Model Delivery)
  • Familiarity with any database experience is helpful, but not required
  • 1+ Years within the financial services industry is a plus
  • The ability to coordinate, organize and prioritize projects is essential for meeting deadlines in a fast-paced team environment
  • Excellent written and verbal communication skills
  • Effective interpersonal and communication skills; ability to effectively influence and interact with all levels of personnel
  • Self-motivated and driven: ability to excel in a fast-paced, team-oriented, and corporate environment with strong work ethic
  • Analytical mindset and extreme diligence and accuracy
  • Experienced user of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, etc.). Bloomberg knowledge is a plus


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