RFP Specialist Overview • The RFP Specialist will play a pivotal role in supporting client acquisition and retention efforts through effective proposal management and client communication. • Collaborate with cross-functional teams to ensure accurate and compelling responses to RFPs and DDQs. • Develop and maintain best-in-class communication materials that articulate the firm’s investment philosophy and strategies. • Contribute to the growth of the organization by providing strategic support to the sales and management teams. • Leverage financial acumen to enhance the quality and accuracy of proposal materials. • Participate in ongoing projects, including the implementation of new tools and governance of consultant databases. • Support junior staff and foster a collaborative team environment to achieve departmental goals. • Utilize professional development opportunities to grow within the firm and contribute to its success. RFP Specialist Key Responsibilities & Duties • Manage and complete RFPs, DDQs, and recurring client reporting requests with accuracy and efficiency. • Draft responses to unique client and prospect inquiries, ensuring alignment with organizational standards. • Coordinate with internal teams to gather necessary data and insights for proposal development. • Maintain and enhance the RFP library and consultant databases to streamline processes. • Analyze performance attribution data and assist in creating detailed reporting and commentary. • Support the sales and management teams with ad hoc projects and strategic initiatives. • Ensure compliance with industry standards and organizational policies in all client communications. • Contribute to the development of innovative tools and processes to enhance proposal management. RFP Specialist Job Requirements • Bachelor’s degree in a relevant field is required, preferably in finance or business. • Minimum of 4 years of experience in the financial services industry; 6 years preferred. • Proven expertise in asset management marketing and RFP processes. • Exceptional writing skills with proficiency in Microsoft Word and Excel. • Knowledge of investments and financial products, with strong analytical capabilities. • Experience with proposal management software such as Responsive is preferred. • Demonstrated ability to prioritize tasks and manage multiple projects effectively. • Strong interpersonal skills and a collaborative approach to teamwork.