RFP Analyst- Investment Management- Boston, MA
We are seeking candidates for an RFP Analyst with a top-tier Investment Management firm located in Boston, MA 02110. This position will report to the RFP Supervisor and will be responsible for assessing new requests, creating RFP responses, completing consultant requests and updates, responding to ad hoc requests, and participating in the maintenance of Request for Proposals (RFP) information and resources. The ideal candidate will have 2+ years of financial services experience.
This is a 6+ month contract opportunity that will pay $23-26/hr (depending on experience) within a 40-hour work week.
Responsibilities:
- Respond to Requests for Proposal (RFPs) and Requests for Information (RFIs) from prospective and current clients across Global Distribution
- Compile detailed descriptions of the company’s products and strategies from existing content sources
- Complete Due Diligence requests from existing clients and update consultant databases
- Respond to ad hoc, non-RFP requests for written information
- Acquire broad understanding of the company’s products and all applicable content and data resources
- Develop increasingly specialized knowledge of products and understanding of performance.
- Under direction of Supervisor or Manager, interact with subject matter experts to obtain specialized data or content
- Develop management relationship skills via increasingly independent interaction with subject matter experts
- Conduct peer reviews in accordance with the guidelines to ensure a high level of quality and accurate responses within RFPs, RFIs, DDQs
- Support the company’s goal of minimizing risk
- Assume other responsibilities as required
Qualifications:
- BS/BA in a relevant field
- 2+ years of financial service experience
- Proficiency with Microsoft Windows, particularly Word and Excel
- High aptitude to acquire in-depth understanding of the company’s products and services
- Excellent writing, editorial, analytical, research and organizational skills required
- Ability to work under pressure and manage several deadline-oriented projects simultaneously
- Excellent interpersonal and verbal communication skills
- Proven ability to work independently and with other professionals at various levels
If you are interested in learning more about this opportunity, please email your resume to Olivia at ociviello@daleyaa.com.
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