Proposal Writer

**Hybrid role on-site 4x a week**

Can sit in Boston or NYC (1585 Broadway), hybrid role

RFP Writer-Proposal Strategist

Position Description

We are looking for a career-minded RFP Writer with a global perspective to join our Business Development Services (BDS) team. BDS supports investment teams, consultant relations, institutional and intermediary new business acquisition efforts. Proposal Strategists are responsible for the project management and completions of RFPs, RFIs and DDQs; collaborating with investment teams, sales and various stakeholders throughout the business to manage their execution. This includes creating compelling strategic value propositions, writing new content, and editing existing responses to tailor them for individual prospects. RFP Writers are responsible for maintaining stock language in our database (Loopio). Members work in a fast-paced collaborative team environment.

The successful candidate has experience in or knowledge of the investment management industry. Experience with RFP writing and sophisticated investment industry knowledge is desired.

Responsibilities

• Completion of RFPs/RFIs/DDQs utilizing best practice
• Specialize in an asset class/strategies
• Maintenance of the strategy section of RFP database (Loopio), as assigned, to ensure all information is refreshed regularly
• Contribution towards on-going efficiency and quality improvement
• Perform related duties as assigned

Essential key skills and experience:

• A minimum of two years RFP writing experience within the asset management industry
• Superior writing, editing and proofreading skills
• Ability to focus on small details while maintaining larger picture
• Ability to think and write from a prospect’s perspective
• Ability to build strong, trusted relationships with sales, investment professionals and SMEs
• Ability to work independently but also function as a key contributor in a collaborative team
• Ability to manage multiple tasks simultaneously, effectively project manage and deliver outstanding work products under tight deadlines
• Strong organisational and analytical skills
• Excellent verbal and written communication and interpersonal skills