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    Marketing RFP Specialist - Providence, United States - Pathway Capital Management

    Pathway Capital Management
    Pathway Capital Management Providence, United States

    3 weeks ago

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    Description

    LOCATION
    Remote / Providence, RI

    Preference for local candidates; potential for flexible and fully remote options upon completion of training.

    Preference would be for the individual to be in the office 2+ days per week during the first few months for training.


    OVERVIEW
    Pathway is a leading institutional investment management firm that creates and manages private market solutions for institutional investors worldwide. We are looking to add a marketing RFP specialist to our marketing team. The team is responsible for marketing Pathway and its solutions to investors and consultants.

    Pathway offers multiple products related to its customized portfolios and commingled funds, which invest in primary investments, secondaries, direct equities, and direct credits across private equity, private credit, and infrastructure.

    The individual is expected to spend ~75% of his/her time on RFP activities and ~25% of his/her time on related marketing activities.

    This position reports to the Vice President–Marketing Operations.


    SUMMARY OF POSITION RESPONSIBILITIES
    Project management of the RFP/RFI/DDQ process for new business and existing client service requests, which includes the following:
    Liaising with internal stakeholders from marketing/sales, investment, legal, compliance, and operations teams
    Managing timelines and internal deadlines
    Editing existing content and writing new content that demonstrates a robust understanding of the firm's capabilities, properly conveys Pathway's strengths, and is tailored to each project
    Ensuring that all materials are high-quality and delivered on time
    Collaborating with global team across multiple time zones
    Promoting best practices to continually improve RFP/RFI/DDQ process
    Managing content library within the RFP platform and, where relevant, other marketing collateral, including presentations, handouts, and newsletters
    Producing content for ad hoc requests
    Supporting development of presentations for sales team as needed


    REQUIREMENTS
    Bachelor's degree (or equivalent experience) in business/management, finance, marketing, or relevant field
    5+ years of experience in proposal management, RFP writing, or relevant field; preference for financial services
    Demonstrable technical and creative writing skills
    Ability to develop written content from financial services concepts and ideas
    Exceptional communication skills (both oral and written)
    Strong project management, interpersonal, and delegation skills
    Ability to prioritize, multitask, and work with limited supervision
    Exceptional attention to detail.
    Proficiency in MS Office Suite products
    Experience with RFP tools/software a plus


    KEY BENEFITS
    Competitive base salary and two discretionary bonuses per year
    Generous healthcare, vacation, and retirement packages
    Flexible and autonomous work environment
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