Responsibilities

• - RFP, RFI, and DDQ Management
• - Work with RFP manager to lead and coordinate responses to RFPs, RFIs, DDQs, consultant questionnaires, and other due diligence requests from institutional investors and consultants.
• - Liaise with investment, client service, legal, compliance, operations, and business development teams to gather information and develop accurate, compelling, and timely responses.
• - Manage multiple concurrent projects and deadlines while ensuring a high level of accuracy and attention to detail.
• - Maintain and enhance the firm’s repository of approved RFP content, standard responses, and supporting materials.
• - Identify opportunities to incorporate AI and automation into RFP, RFI, and DDQ workflows, improving content management, response generation, process efficiency, and overall quality.
• - Marketing Operations & Client Services
• - Produce presentations, data packages, fact sheets, and other marketing materials in response to requests from consultants, prospects, clients, and internal stakeholders.
• - Help manage the client services workflow, ensuring timely responses to inquiries, triaging requests, and coordinating with internal teams to facilitate efficient resolution and follow-through.
• - Maintain and update marketing collateral, including presentations, handouts, newsletters, digital assets, and other client-facing materials.

Requirements

• - Bachelor’s degree in business, marketing, communications, finance, or a related field.
• - Minimum of two years of experience in RFPs, marketing, communications, business development, investor relations, or a related function; financial services experience strongly preferred.
• - Strong preference for candidates with direct RFP, RFI, DDQ, or institutional due diligence experience.
• - Demonstrated technical and business writing skills.
• - Strong project management skills with the ability to manage multiple priorities and deadlines simultaneously.
• - Exceptional attention to detail, organizational skills, and commitment to producing high-quality work.
• - Ability to work independently while collaborating effectively across global teams and functional groups.
• - Strong critical thinking, analytical, and problem-solving capabilities.
• - Proficiency in Microsoft Office Suite, particularly PowerPoint, Excel, and Word.
• - Experience with CRM platforms, marketing systems, consultant databases, and/or RFP management software is preferred.

Benefits

• - Competitive base salary and opportunity for annual bonus.
• - Generous healthcare, retirement, and paid time-off benefits.