We are looking to add a senior RFP writer to the team who can be a strong second to the team manager. He/ she will have RFP responsibilities and will also act as a guide/ advisor to the other RFP writers on the team. He/she will possess an in-depth understanding of the RFP, consultant questionnaire and database processes. He/she must be able to provide direction and guidance to RFP writers when questions arise and when priorities change, (often during crunch periods), as dictated by the business..
Support the team manager in:
Process refinement and improvement, including technology and automation projects
Gathering metrics and reporting to business management
Developing solutions to new and difficult questions
Quality reviews
Assist in the creation, development and management of an offshore team. Able to identify projects that can be outsourced and creating a strong onshore review process.
Contribute to the expansion of a strong database of standard language and develop a strict process for review and updates
Must be client-focused and willing to go the extra mile
Must be accountable for assigned projects and those of the team
Detail-oriented
Understanding of both Institutional and Intermediary investment management distribution processes
Requirements:
5 - 7 years of RFP-specific experience
Strong project management, organization, planning and presentation skills
Proven ability to work effectively in a deadline driven environment
Creative problem-solving skills
Solid understanding of the investment management business, products and services
Superior written and verbal communication skills
Proven ability to work effectively in a deadline driven environment
Excellent interpersonal skills and effective team player
Ability to develop and maintain collaborative relationships with internal and external parties (prospects, consultants, clients, vendors)
Strong working knowledge of Microsoft Office Suite software
Critical Skills:
We have identified the following critical skills which are key to success in our culture:
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Critical Thinking: Thoughtful process of analyzing data and problem-solving data to reach a well-reasoned solution.
Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.