Senior Proposal Analyst
2 weeks ago
Senior Proposal Analyst
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Proposal Analyst to work in Smithfield, RI
The Role
The Senior Proposal Analyst plays a key role in the organization’s asset growth and retention efforts by providing end-to-end management of complex and sophisticated RFPs and DDQs. The Senior Proposal Analyst’s efforts in completing RFP and DDQ submissions directly impact asset and revenue growth and are a critical function in the sales cycle. In this role, you will work closely with members of the distribution, investment product, legal, compliance, HR, and related operational support teams.
The Expertise and Skills You Bring
- Bachelor’s degree required
- A minimum of 3-5 years experience in the financial services industry, with a background in client service, operations and/or project management
- Knowledge of Fidelity and our institutional and intermediary offerings preferred
- Superior project management skills and the ability to lead multiple projects simultaneously
- Excellent interpersonal communication skills as you will often be working with investment professionals and other senior members of Fidelity
- Ability to work autonomously, making independent decisions based on business objectives and priorities
- You are adaptable, curious and comfortable pivoting between competing priorities across asset class and product deliverables
- You are a problem solver and quick to develop/offer solutions that improve processes and increase efficiencies
The Value You Deliver
- Lead critical end-to-end management of RFPs and client and consultant due diligence questionnaires, which have a direct business impact on asset and revenue growth
- Lead project workstreams and effectively manage business partner expectations in the execution of large, complex RFPs and due diligence questionnaires
- Provide direction to internal business partners, setting timelines, anticipating and raising issues, and delivering status updates to key collaborators
- Work across the Fidelity organization, partnering closely with members of the investment product, distribution, compliance, legal, risk, finance and operation teams to complete and/or review narrative responses
- Assure the integrity of quantitative firm and product data using key tools (e.g., Oracle Business Intelligence and Performance Workstation)
- Oversee the delivery of final RFPs and DDQs to internal business partners, ensuring final deliverables adhere to branding guidelines
The Team
Fidelity Institutional (FI) Investment Marketing Services is looking for a Senior Proposal Analyst to join the Proposal Services Team, which partners with the FI distribution teams to implement best-in-class responses to requests for proposals (RFPs) and client/consultant due diligence questionnaires (DDQs).
Dynamic Working
At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
Company Overview
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.
Information about Fidelity investments
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
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