Key Responsibilities

📍Manage and deliver high-quality, customized responses to RFPs, RFIs, and DDQs across client segments (Pensions, Family offices, E&F, healthcare etc.) 📍Write clear, compelling, and accurate responses tailored to client needs and aligned with firm positioning 📍Collaborate with investment strategists (CIOs), client servicing, institutional client business teams, business management, manager research and other teams to gather accurate and timely information 📍Maintain and enhance the RFP content library and database to ensure consistency, accuracy, and regulatory alignment
📍Support strategic projects such as competitor benchmarking, narrative development, and client pitch support in partnership with lead CIOs 📍Track RFP win/loss metrics and provide timely insights to improve future submissions 📍Partner with consultant relationship team (GCR) and solutions group (CSG) to maintain a pipeline of upcoming projects 📍Ensure all client-facing materials reflect the firm’s brand, investment philosophy, and compliance standards

Experience / Qualifications

📍3–5 years of experience in asset management, preferably in RFP writing, investment consulting, or client servicing 📍Strong understanding of investment products (e.g., mutual funds, ETFs SMAs, alternatives etc.), investment outsourcing industry and client trends 📍Excellent writing, editing, and project management skills 📍Proficiency in RFP software and Microsoft Office suite 📍Ability to manage multiple projects and stakeholders under tight deadlines

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