RFP Writer
Published date: 2024/01/10
- Location: Bengaluru, Karnataka, India
As an RFP Writer you will be responsible for preparing proposals and other documents for our asset management clients on their investment products and services.
An RFP Writer
• Responds to request for proposals and due diligence questionnaires for Mutual Funds and Separately Managed Accounts across Active and Passive asset class
• Works to project manage RFP / RFI / DDQ questionnaires to ensure timely submission
• Draft new content with information available and / or by collaborating with various subject matter experts within the client team
• Liaise with Sales, Product Specialists, Legal, Compliance and other relevant departments to collate required information
• Contribute to the maintenance of content database by updating the tool with accurate information
• Assist with quantitative and qualitative ad-hoc data requests
Mandatory Skills and Capabilities
• Exceptional writing, speaking, proof-reading, and organizational skills
• Familiarity with asset management industry and functions
• Proficiency in Microsoft Word, Excel, and PowerPoint applications
• High-level of comfort in dealing with all levels of Sr. Management
• At least 2-6 years’ experience in the asset management industry and / or RFP Writing is preferred; Existing knowledge or interest in asset management industry and familiarity with industry jargon
• Strong work ethics, commitment to excel and proven ability to work with minimum supervision in a fast-paced and unstructured environment.
• Strong team-player with the ability to work independently
• Ability to work on several tasks while adhering to strict deadlines
• Prior RFP experience within the asset management industry / Mutual Funds would be a plus
Education Qualifications
• Bachelor’s or Master’s degree in Finance, Economics or Business
• CFA Level I, II, or II
An RFP Writer
• Responds to request for proposals and due diligence questionnaires for Mutual Funds and Separately Managed Accounts across Active and Passive asset class
• Works to project manage RFP / RFI / DDQ questionnaires to ensure timely submission
• Draft new content with information available and / or by collaborating with various subject matter experts within the client team
• Liaise with Sales, Product Specialists, Legal, Compliance and other relevant departments to collate required information
• Contribute to the maintenance of content database by updating the tool with accurate information
• Assist with quantitative and qualitative ad-hoc data requests
Mandatory Skills and Capabilities
• Exceptional writing, speaking, proof-reading, and organizational skills
• Familiarity with asset management industry and functions
• Proficiency in Microsoft Word, Excel, and PowerPoint applications
• High-level of comfort in dealing with all levels of Sr. Management
• At least 2-6 years’ experience in the asset management industry and / or RFP Writing is preferred; Existing knowledge or interest in asset management industry and familiarity with industry jargon
• Strong work ethics, commitment to excel and proven ability to work with minimum supervision in a fast-paced and unstructured environment.
• Strong team-player with the ability to work independently
• Ability to work on several tasks while adhering to strict deadlines
• Prior RFP experience within the asset management industry / Mutual Funds would be a plus
Education Qualifications
• Bachelor’s or Master’s degree in Finance, Economics or Business
• CFA Level I, II, or II
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