RFP Writer

Job Title: Centralized RFP Analyst
Location: Dallas, TX
Duration: 6+ months
Pay Rate: $23/HR on W2

Job/Role Description

Coordinate and complete high quality RFPs (Requests for Proposals) and DDQs (Due Diligence Questionnaires) from prospective clients, consultants, and existing clients in a timely and accurate manner.

Develop knowledge of industry trends, competitive landscape, and investment team capabilities to facilitate an improved client experience.

Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance, and other internal groups.

Learn and communicate investment philosophy, process, product positioning, and current market trends to internal and external stakeholders.

Assist in developing metrics to track key sales figures including RFP flows, hit rates, and related performance indicators.

Assist with ad hoc projects, including technology initiatives to automate reports and other materials.

Perform second-level reviews and checks for RFPs, DDQs, and related documents prepared by team analysts.

Required Qualifications

Bachelor’s or Master’s Degree (preferred in Finance, Economics, Business, or Commerce)

Experience writing RFPs

Strong analytical and interpersonal skills

Strong organizational and project management skills

Excellent written and verbal communication skills

Highly motivated, hard-working, and able to thrive in a fast-paced environment

Exceptional attention to detail and accuracy

Ability to handle multiple projects, deadlines, and stakeholders simultaneously

Proficiency in Excel, PowerPoint, Word, and adaptability to other software tools

Ability to work effectively in a team-oriented, collaborative environment

Knowledge of the investment management industry is a plus

Prior content writing experience of 2-3 years is preferable

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