Our Client, a Global Financial Services Firm, is seeking an RFP Writer in their Boston, MA location.
About the Role
We are seeking a detail-oriented and highly collaborative professional to support the preparation and coordination of Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). This role plays a critical part in articulating the firm’s investment philosophy, process, and value proposition across institutional and intermediary channels. The ideal candidate thrives in a fast-paced environment, enjoys cross-functional collaboration, and can translate complex investment concepts into clear, compelling messaging. Key Responsibilities
Draft and coordinate high-quality responses to RFPs and DDQs, ensuring accuracy and alignment with firm positioning Manage multiple concurrent projects and deadlines with strong attention to workflow efficiency Partner with investment, compliance, and distribution teams to gather, refine, and synthesize content Clearly communicate investment philosophy, strategy, and differentiators Maintain and enhance standard content language within RFP systems (e.g., Responsive) Support process improvement initiatives, workflow automation, and content governance efforts Required
Minimum 2+ years of relevant experience (asset management RFP, client service, or related role preferred) Strong writing, editing, and verbal communication skills Ability to distill complex investment concepts into concise messaging Proven ability to manage competing priorities in a deadline-driven environment Proficiency in Microsoft Office Suite Experience with RFP software (e.g., Responsive) strongly preferred Familiarity with institutional and intermediary distribution channels is a plus Highly organized, detail-oriented, and proactive Bachelor’s degree in Finance, Business, Economics, or related field preferred Strong critical thinking and synthesis skills (qualitative and quantitative information) Ability to work independently and collaboratively across departments and seniority levels Comfortable facilitating discussions and driving content development in support of sales initiatives Strong interpersonal and time management skills Adaptable to evolving technology platforms and process improvements
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We are seeking a detail-oriented and highly collaborative professional to support the preparation and coordination of Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). This role plays a critical part in articulating the firm’s investment philosophy, process, and value proposition across institutional and intermediary channels. The ideal candidate thrives in a fast-paced environment, enjoys cross-functional collaboration, and can translate complex investment concepts into clear, compelling messaging. Key Responsibilities
Draft and coordinate high-quality responses to RFPs and DDQs, ensuring accuracy and alignment with firm positioning Manage multiple concurrent projects and deadlines with strong attention to workflow efficiency Partner with investment, compliance, and distribution teams to gather, refine, and synthesize content Clearly communicate investment philosophy, strategy, and differentiators Maintain and enhance standard content language within RFP systems (e.g., Responsive) Support process improvement initiatives, workflow automation, and content governance efforts Required
Minimum 2+ years of relevant experience (asset management RFP, client service, or related role preferred) Strong writing, editing, and verbal communication skills Ability to distill complex investment concepts into concise messaging Proven ability to manage competing priorities in a deadline-driven environment Proficiency in Microsoft Office Suite Experience with RFP software (e.g., Responsive) strongly preferred Familiarity with institutional and intermediary distribution channels is a plus Highly organized, detail-oriented, and proactive Bachelor’s degree in Finance, Business, Economics, or related field preferred Strong critical thinking and synthesis skills (qualitative and quantitative information) Ability to work independently and collaboratively across departments and seniority levels Comfortable facilitating discussions and driving content development in support of sales initiatives Strong interpersonal and time management skills Adaptable to evolving technology platforms and process improvements
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