Proposal Writer - Dallas, TX
1 day ago
Job description
The RFP Specialist plays a pivotal role within Client Asset Management's Business, contributing significantly to the firm's efforts in client acquisition and retention. This individual is responsible for the end-to-end creation, editing, and customization of high-quality, persuasive responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant database updates.
The role demands a deep understanding of Department's investment capabilities, strategies, and competitive advantages, and the ability to articulate these effectively to institutional clients, prospects, and consultants. The successful candidate will act as a central point of contact, collaborating extensively with various internal teams to ensure all client-facing materials are accurate, consistent, compliant, and tailored to meet specific client and consultant requirements.
Key Responsibilities
Proposal Development & Customization
- Lead the drafting, editing, and customization of comprehensive and compelling RFPs, RFIs, and DDQs for institutional clients, prospects, and consultants across a diverse range of asset classes, including equities, fixed income, alternative investments (e.g., private equity, hedge funds, real estate), and multi-asset solutions.
- Ensure all responses are strategically aligned with client needs, highlight Department's unique value proposition, and adhere to brand guidelines and messaging standards.
Content Management & Maintenance
- Manage and regularly update a centralized content library of standard responses, firm data, product-specific information, and investment narratives.
- Ensure the accuracy, consistency, and compliance of all content with internal policies and external regulatory requirements.
- Proactively identify gaps in content and work with subject matter experts to develop new materials.
Cross-Functional Collaboration
- Serve as a key liaison, working closely with Portfolio Managers, Product Strategists, Sales & Client Relationship Managers, Legal, Compliance, Operations, and Marketing teams to gather necessary information, validate data, and ensure alignment of messaging across all client communications.
- Facilitate review processes with relevant stakeholders to obtain approvals and ensure accuracy.
Project Management
- Effectively manage multiple RFP projects concurrently, often under tight deadlines, from initial request receipt through final submission.
- Develop and maintain project timelines, coordinate input from various internal stakeholders, and track progress to ensure timely and high-quality delivery.
Strategic Communication & Messaging
- Translate complex investment concepts, market insights, and quantitative data into clear, concise, and persuasive language that resonates with diverse institutional audiences.
- Develop compelling narratives that differentiate Department's offerings in a competitive landscape.
Quality Assurance & Compliance
- Conduct rigorous reviews of all materials to ensure accuracy, grammatical correctness, stylistic consistency, adherence to brand guidelines, and full compliance with internal policies and relevant regulatory frameworks (e.g., SEC, Client).
Basic Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- 2-4 years of experience in the financial services industry, with a strong preference for experience in asset management, investment consulting, institutional sales support, or a similar client-facing content writing role.
- Exceptional written and verbal communication skills, with a proven ability to articulate complex ideas clearly, concisely, and persuasively to sophisticated audiences.
- Strong attention to detail and a meticulous commitment to accuracy and quality.
- Excellent organizational and project management skills, with the ability to prioritize tasks, manage multiple projects simultaneously.
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