RFP Analyst, Portfolio Advisory

New York City



  • Assisting with drafting and preparing Requests for Proposal (RFPs)
  • Tracking of firm wide statistics and other relevant information required for RFPs and client/prospect requests
  • Liaising with research, advisory, legal, and client operations teams for the completion of projects
  • Collecting, organizing and tracking prospective client information
  • Helping with meeting preparation, for both existing and prospective clients, including presentations and other ad-hoc projects
  • Supporting global offices (NY, London & Tokyo) with their marketing initiatives
  • Coordination and planning of marketing-related manager and client events




  • 2 to 6 years of experience with RFPs, strategic marketing, consulting and/or advisory
  • Ability to handle multiple responsibilities with limited oversight






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 11/20/2020
Salary $70,000 - $80,000

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