RFP and Content Manager
Geode Capital Management, Boston, MA, United States
Position
RFP & Content Manager at Geode Capital Management, LLC
Location: Boston, MA
Responsibilities
Manage and evolve the firm’s RFP knowledgebase (Qvidian) for use within investment management questionnaires (RFPs/DDQs) and other marketing collateral
End‑to‑end responsibility for content governance, workflow design, and continuous improvement
Ensure that the RFP knowledgebase is robust and compliant with accurate, up‑to‑date information
Drive next‑level operational maturity by designing scalable workflows and incorporating AI/technology enhancements to advance existing structures
Apply sound business judgment to prioritize initiatives, lead change, and ensure adoption of processes across stakeholders
Operate at a senior level with the capability to influence, monitor, and reinforce expected behaviors and standards of content/knowledgebase users and subject matter experts
Support the firm’s client partnerships through regular delivery of existing content and the development of new content as directed
Skills You Bring
Must possess a minimum of 8+ years of relevant experience working in investment management in a similar role
Passion for institutional asset management marketing and/or RFP career pathways
Strong writing skills, including editing and proofreading
Mastery of RFP & proposal software administration and utilization (Qvidian preferred)
Strong work ethic, high initiative, and exceptional attention to detail; highly organized and able to work independently with limited direction
Collaborative team player able to build effective relationships with investment professionals and subject matter experts across the firm
Ability to anticipate project needs and proactively drive projects to completion by leveraging appropriate resources
High sense of urgency and the ability to manage time‑sensitive deadlines with competing priorities
Experience with equity index strategies is ideal; commodities and options knowledge preferred
Strong proficiency with MS Office (PowerPoint, Word, Excel) and SharePoint administration
Benefits
401K Matching and Annual Profit Sharing Contributions
$2,500 annual charitable match
Health Savings Accounts
Medical and Dependent Care Flexible Spending Accounts
Tuition Reimbursement / CFA and Certificate Reimbursements
Student Debt Employer Contributions
Fitness Reimbursement
Employee Referral Bonus Program
Generous Time off package that includes PTO and Volunteer Time Off
Adoption and Surrogacy Assistance
Supplemental Benefits including Voluntary Life, AD&D, STD and LTD
Commuter Benefits including 50% share of transit expense
Employee discount programs
Volunteer opportunities and employee events
Family care assistance
Hybrid working arrangements
Equal Opportunity Employment Geode is proud to be an equal opportunity employer and we recognize the value that employees’ individual differences can bring to the workplace.
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Location: Boston, MA
Responsibilities
Manage and evolve the firm’s RFP knowledgebase (Qvidian) for use within investment management questionnaires (RFPs/DDQs) and other marketing collateral
End‑to‑end responsibility for content governance, workflow design, and continuous improvement
Ensure that the RFP knowledgebase is robust and compliant with accurate, up‑to‑date information
Drive next‑level operational maturity by designing scalable workflows and incorporating AI/technology enhancements to advance existing structures
Apply sound business judgment to prioritize initiatives, lead change, and ensure adoption of processes across stakeholders
Operate at a senior level with the capability to influence, monitor, and reinforce expected behaviors and standards of content/knowledgebase users and subject matter experts
Support the firm’s client partnerships through regular delivery of existing content and the development of new content as directed
Skills You Bring
Must possess a minimum of 8+ years of relevant experience working in investment management in a similar role
Passion for institutional asset management marketing and/or RFP career pathways
Strong writing skills, including editing and proofreading
Mastery of RFP & proposal software administration and utilization (Qvidian preferred)
Strong work ethic, high initiative, and exceptional attention to detail; highly organized and able to work independently with limited direction
Collaborative team player able to build effective relationships with investment professionals and subject matter experts across the firm
Ability to anticipate project needs and proactively drive projects to completion by leveraging appropriate resources
High sense of urgency and the ability to manage time‑sensitive deadlines with competing priorities
Experience with equity index strategies is ideal; commodities and options knowledge preferred
Strong proficiency with MS Office (PowerPoint, Word, Excel) and SharePoint administration
Benefits
401K Matching and Annual Profit Sharing Contributions
$2,500 annual charitable match
Health Savings Accounts
Medical and Dependent Care Flexible Spending Accounts
Tuition Reimbursement / CFA and Certificate Reimbursements
Student Debt Employer Contributions
Fitness Reimbursement
Employee Referral Bonus Program
Generous Time off package that includes PTO and Volunteer Time Off
Adoption and Surrogacy Assistance
Supplemental Benefits including Voluntary Life, AD&D, STD and LTD
Commuter Benefits including 50% share of transit expense
Employee discount programs
Volunteer opportunities and employee events
Family care assistance
Hybrid working arrangements
Equal Opportunity Employment Geode is proud to be an equal opportunity employer and we recognize the value that employees’ individual differences can bring to the workplace.
#J-18808-Ljbffr