Job Description

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

• Bachelor’s degree 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

Professional Competencies

• 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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