Job Title:
RFP Specialist
Job Code:
Job Category:
Job Type:
Job Location:
Boston - MA
Date Posted:
Nov 20 2020
This highly reputable financial firm is seeking an RFP Specialist to join their team. This individual will complete RFP's, RFI's, and consultant questionnaires for the firm's various products. The RFP Specialist will support multiple teams within the firm and add value to the client service efforts. This individual should have 5+ years writing RFPs and/or preparing marketing materials for Equity and Fixed Income products.

Position Responsibilities:
  • Complete RFPs, RFIs, consultant questionnaires and ad-hoc requests for firm's products
  • Source internal groups and systems to obtain information to respond to proposals and requests for information
  • Support institutional sales professionals and consultant relations team members, as well as provide back-up for other Marketing Analysts when necessary
  • Support and add value to Client Service teams to retain existing relationships
  • Work with Legal and Compliance to ensure that RFP and RFI responses are legally compliant
Position Qualifications:
  • 5+ years of experience writing RFPs and/or preparing marketing materials
  • A bachelor's degree
  • Progress towards an MBA and/ or the CFA a plus
  • Ability to independently respond to complex RFPs/RFIs, coordinate the process, and effectively interact with all departments in the firm
  • Ability to work in a fast-paced environment, demonstrating flexibility, project management, organizational, and multi-tasking skills
  • Strong writing and verbal communication skills
  • Experience in MS Word, Excel, PowerPoint
Required Years of Experience:
Additional Info:
For additional information, contact: Lindsay Flynn (617) 728-4100 |
Salary Range:
$75,000-$80,000+ Bonus


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