6 дней назад
RFP Senior Analyst (Asset Management)
70 000 - 101 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
RFP Senior Analyst (Asset Management): Managing and delivering RFPs, DDQs, and other client information requests for new business development, client retention, and consultant relations with an accent on request scoping, stakeholder coordination, compliance, and deadline management. Focus on consolidating firm and product data, coordinating reviewers across the organization, and ensuring final responses meet regulatory, branding, and procedural standards.
Location: Boston, United States; hybrid work environment with remote and onsite work
Salary: $70,000–$101,000 base salary annually, plus eligibility for an incentive bonus
Company
is an asset management organization focused on helping individuals and institutions build more secure and prosperous financial futures.
What you will do
- Manage RFPs, DDQs, and other information requests from scoping through final delivery.
- Coordinate timelines, stakeholder input, reviews, signatures, and document finalization.
- Source and consolidate firm and product data while following legal and compliance requirements.
- Partner with senior team members to align responses with messaging, regulatory, branding, and procedural standards.
- Prioritize multiple concurrent requests across regions and meet stringent deadlines.
- Improve request-management processes, templates, documentation, and governance procedures.
Requirements
- 2–5+ years of professional experience, preferably in asset management or RFP/DDQ work.
- Strong attention to detail, organization, request-management, communication, writing, editing, and interpersonal skills.
- Ability to manage multiple projects independently under pressure and meet strict deadlines.
- Proficiency with Microsoft Office Suite and Adobe Acrobat.
- Ability to collaborate across the organization and communicate professionally with senior leaders.
- Bachelor’s degree or equivalent experience; occasional travel may be required.
Nice to have
- Familiarity with RFP or content-management software.
Culture & Benefits
- Collaborative culture focused on strong ideas, care, and inclusive teamwork.
- Hybrid remote/onsite work environment.
- Retirement contribution equal to 15% of base salary, separate from the company-sponsored 401(k).
- Education assistance, tuition reimbursement, generous time off, and fully paid parental and caregiver leaves.
- Medical and dental plans, Health Savings Account contributions, commuter benefits, flexible spending accounts, and wellness programs.
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