Our client, a global quantitative investment management firm located in the NY metro area, is seeking an experienced RFP professional with 2-5 years of experience in investment management to become a valuable member of a dynamic and growing marketing team. This role reports to the Head of RFP Management and is highly promotable to other related areas within marketing, such as product management, marketing content/ collateral or client services.

About the Job:

Coordinate and oversee the preparation of Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs)
Prepare RFP/RFI/DDQ responses based on information gathered from internal database tools and acquired industry and company knowledge
Responsible for reviewing data for accuracy and suitability in addressing questions, proofreading, editing and standardizing proposal text for proper grammar, comprehension, style and overall quality of the delivered document
Collaborate with Investments Writer to update RFP Machine periodically to fine-tune existing language and input new questions
Extensive interaction with investment professionals, management, compliance, operations and other business partners.

About You:

Bachelor’s degree
2-5 years of RFP experience in financial services
Strong writing and editing skills
Excellent communication skills with an ability to relate to professionals at various levels with the firm
Solid understanding of the investment management business
Ability to manage complex projects
Ability to work under time pressure and manage competing priorities
Propensity for working with numbers/analytical skills

Please forward resumes to suzanne@colemancompany.net