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RFP Writer

Information About This Job

Job Title: RFP Writer
Contract Type: Permanent
Location: Nashville
Contact Name: Max Heppleston
Contact Email:
Job Published: 4 months ago

Job Description

About The Role

The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of five main areas:

  • Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth

  • Business Development is a conduit to the firm’s investment teams and supports the clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education

  • Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities

  • Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events

  • Business Transformation looks to evolve and scale the business, leveraging digital and data, to drive top-line growth and improve profitability


The firm’s Request for Proposal (RFP) team is in search of a RFP writer to contribute to business development and client service efforts through the completion of RFP, RFI, and due diligence requests and the maintenance of consultant databases worldwide for the firm’s Fixed Income Strategies. The Writer will support the Senior Fixed Income RFP Writer by completing RFPs and Due Diligence Questionnaires for the Fixed Income Institutional Strategies, and onshore and offshore Retail Funds in a timely and accurate manner, while also contributing, where needed, to the completion of other projects and requests.

The Writer will be expected to be able to work effectively with the firm’s Senior RFP Writers and Management Team, Fixed Income Product Managers and Portfolio Managers to help write and maintain (keep updated) original and technical product-specific content to support the Fixed Income Platform.

This position will provide an opportunity to develop knowledge in the entire new business development process: from the initial screening of an RFP, to the organization and project management of an RFP, to the actual content creation and updating of RFP language and then, finally, to the follow-up and tracking of RFPs. The candidate will be expected to handle a high volume of requests simultaneously and productively. Projects will be both new business development and client servicing-related and include both standard and customized RFPs, Onboarding Questionnaires, and client Due Diligence Questionnaires. This position is located in Nashville,TN.


Key Responsibilities

Specific responsibilities include but are not limited to:

  • Write a high volume of RFPs, RFIs, and Due Diligence Questionnaires for Fixed Income strategies across otheur global institutional and retail channels, and support other asset classes as needed.

  • Liaise with various departments throughout the firm to collect information needed to respond to requests, including but not limited to legal, operations, portfolio management, product management/marketing, AUM reporting and performance.

  • Maintain consistent product messaging and updated product language on consultant and third party databases, liaising with the Senior RFP Writer.

  • Work closely with Senior RFP Writers, Product Managers, Portfolio Managers, Research Heads, Traders, and others to update existing RFP language and develop new language.

  • Work closely with Senior RFP Writers, Product Managers, Portfolio Managers, Research Heads, Traders, and others to update existing RFP language and develop new language.

  • Handle follow-up work associated with RFPs moving to the next phase: coordinating answers, additional information, etc.

  • Oversee production of final proposals (formatting, technical editing and reproduction).

  • Coordinate multiple projects simultaneously to meet strict deadlines.


Skills & Experience

The ideal candidate should have:

  • Detail-oriented with excellent project management and organizational skills; able to prioritize work and handle multiple tasks to ensure that complex projects are completed by deadline, with interim review steps incorporated.

  • Strong verbal and written communication and interpersonal skills as well as the ability to work independently and as part of a team in a large global organization.

  • Demonstrated desire and ability to learn technical info, including philosophy, research and investment processes of products.

  • Demonstrated initiative and good judgment as well as the ability to work well under pressure and with time constraints.

  • Interest in and ability to interact directly and effectively with Sales Advisors, Portfolio Managers and other investment professionals.

  • Proficient in Microsoft Office, especially Word, and possess the ability to quickly master internal systems and applications.

  • College education required.  1-2 years of RFP experience preferred. Direct experience with Fixed Income RFP content is a significant plus.

Ref: | Published: 10 Apr 2019