RFP Specialist

The RFP Specialist is an integral part of the company’s institutional and retail marketing team. This person will respond to a variety of requests from clients, prospects, consultants, advisors, and others.  These requests include proposal and due diligence questionnaires and the population of proprietary consultants and other third-party online databases. They will need to present the company and its products in a clear and concise manner. Accuracy, detail orientation, and time management are key to this role. 

Job Functions 

• Complete Requests for Proposal (RFPs), Requests for Information (RFIs), and other ad hoc requests. 

• Populate various consultant and third-party databases.

• Assist with maintaining the Q&A library and other data to complete due diligence and new business questionnaires. 

Qualifications 

• Bachelor’s degree

 • Must have at least 1 year of experience in the asset management industry

 • Experience in an RFP role is desirable 

• Familiarity with Qvidian and Omni a plus 

• Proficiency in Microsoft Word and Excel 

• Strong analytical skills and attention to detail 

• Excellent written and verbal communication skills 

• Ability to work effectively both individually and on a team Base Salary Range The estimated base salary range for this position is $70,000 - $100,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.