CONTRACT.
6 months. ON- SITE Dallas Tx,
Start date: ASAP
Looking for a RFP Specialist with experience in asset management and financial services for a large global financial giant. Skilled in preparing clear and strong responses to RFPs, RFIs, and DDQs. Works closely with investment, sales, legal, and compliance teams to deliver accurate and client-focused materials. Strong project management skills with the ability to handle multiple deadlines.
Proposal Development & Customization
Draft, edit, and tailor RFPs, RFIs, and DDQs for institutional clients and consultants.
Cover multiple asset classes: equities, fixed income, alternatives (private equity, hedge funds, real estate), and multi-asset strategies.
Align responses with client needs and highlight GSAM’s value.
Ensure brand consistency and clear messaging.
Content Management
Maintain and update a central library of standard responses and firm data.
Ensure all content is accurate and compliant with internal and regulatory rules.
Identify missing content and work with subject matter experts to create new materials.
Cross-Functional Collaboration
Partner with Portfolio Managers, Product Strategists, Sales, Legal, Compliance, Operations, and Marketing.
Collect and validate data for proposals.
Coordinate review and approval processes.
Project Management
Manage multiple RFP projects at the same time.
Track deadlines and ensure timely submission.
Coordinate input from stakeholders.
Strategic Communication
Translate complex investment topics into clear and persuasive text.
Develop strong narratives that support competitive positioning.
Quality & Compliance
Review all materials for accuracy and consistency.
Ensure compliance with regulatory standards (e.g., SEC, FINRA).
Maintain high standards of grammar and structure.
Qualifications
Bachelor’s degree in Finance, Economics, Business Administration, or related field.
2–4 years of experience in financial services (asset management, investment consulting, institutional sales support, or similar role).
Strong written and verbal communication skills.
High attention to detail.
Strong organizational and time management skills.
Ability to manage multiple projects under pressure.
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6 months. ON- SITE Dallas Tx,
Start date: ASAP
Looking for a RFP Specialist with experience in asset management and financial services for a large global financial giant. Skilled in preparing clear and strong responses to RFPs, RFIs, and DDQs. Works closely with investment, sales, legal, and compliance teams to deliver accurate and client-focused materials. Strong project management skills with the ability to handle multiple deadlines.
Proposal Development & Customization
Draft, edit, and tailor RFPs, RFIs, and DDQs for institutional clients and consultants.
Cover multiple asset classes: equities, fixed income, alternatives (private equity, hedge funds, real estate), and multi-asset strategies.
Align responses with client needs and highlight GSAM’s value.
Ensure brand consistency and clear messaging.
Content Management
Maintain and update a central library of standard responses and firm data.
Ensure all content is accurate and compliant with internal and regulatory rules.
Identify missing content and work with subject matter experts to create new materials.
Cross-Functional Collaboration
Partner with Portfolio Managers, Product Strategists, Sales, Legal, Compliance, Operations, and Marketing.
Collect and validate data for proposals.
Coordinate review and approval processes.
Project Management
Manage multiple RFP projects at the same time.
Track deadlines and ensure timely submission.
Coordinate input from stakeholders.
Strategic Communication
Translate complex investment topics into clear and persuasive text.
Develop strong narratives that support competitive positioning.
Quality & Compliance
Review all materials for accuracy and consistency.
Ensure compliance with regulatory standards (e.g., SEC, FINRA).
Maintain high standards of grammar and structure.
Qualifications
Bachelor’s degree in Finance, Economics, Business Administration, or related field.
2–4 years of experience in financial services (asset management, investment consulting, institutional sales support, or similar role).
Strong written and verbal communication skills.
High attention to detail.
Strong organizational and time management skills.
Ability to manage multiple projects under pressure.
#J-18808-Ljbffr