Our client, in the financial space, is looking to add an RFP Writer to their team. This is a 5-month contract role and would be hybrid 3 times a week to their office in Boston.
Working in tandem with sales, marketing, investments and compliance professionals throughout the firm, the RFP Writer independently creates and prepares comprehensive RFP responses, requests for information, due diligence questionnaires and quarterly updates which provide in depth information about the client, its people, policies and products. These reports and proposals are used to obtain and retain strategic relationships in the institutional and intermediary distribution channels.
Key Responsibilities:
? Manage RFPs, RFIs, due diligence documents from inception to completion; coordinate with Subject Matter Experts throughout the organization to write/edit content, obtain, analyze and report extensive complex data and ensure the on-time delivery of quality proposals to prospects/clients.
? Be completely accountable for documents produced and provide urgent, top shelf service if any follow up or question arises in relation to a completed document.
? Actively partner with investments to maintain content records on both a pre-determined schedule and on as-needed basis for the RFP Content team.
? Contribute to content management by supplying new content obtained from SMEs in the course of RFP creation to the content team for inclusion in the central RFP database (Qvidian).
? Produce portfolio data and reporting as necessary for completion of RFPs/DDQs using Bloomberg as well as proprietary systems and tools.
? Understand and continually build your product knowledge, develop an excellent understanding of the various investment processes for US strategies.
? Work together with other team members in Europe/Asia to complete documents where local investment knowledge is needed.
? Assist management with any projects as requested for the wider business or ad hoc initiatives.
Requirements:
? Bachelor's degree required.
? Previous experience with RFPs is desired, but not required.
? Some investment management, or related, experience is a plus.
? Experience with or knowledge of the investment vehicles we offer is a plus (Mutual Funds, Commingled Vehicles, Separately Managed Accounts, SMA/Model Delivery)
? Familiarity with any database experience is helpful, but not required.
? 1+ Years within the financial services industry is a plus.
? The ability to coordinate, organize and prioritize projects is essential for meeting deadlines in a fast-paced team environment.
? Excellent written and verbal communication skills.
? Effective interpersonal and communication skills; ability to effectively influence and interact with all levels of personnel.
? Self-motivated and driven: ability to excel in a fast paced, team-oriented, and corporate environment with strong work ethic.
? Analytical mindset and extreme diligence and accuracy.
? Experienced user of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, etc.). Bloomberg knowledge is a plus.
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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Company Profile:
Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services. Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs.
Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.