RFP Writer

Boston, MA

Responsibilities

 

  • Prepare requests for proposals and presentations in conjunction with team members and investment directors for both new prospects and existing clients
  • Manage internal deadlines for those involved in the process
  • Ensure that answers in RFPs are accurate and present the investment case for Cambridge Associates
  • Ensure that the competitive advantages of the company come across strongly in RFPs
  • Keep abreast of changes within the firm, services and industry, ensuring changes are reflected in RFPs and the RFP database. Ensure information flow through the Business Development team
  • Create effective and visually appealing content for use with existing and prospective clients
  • Liaise with internal teams including Legal & Compliance, Operations, Manager Research, etc., to effectively and efficiently complete RFPs
  • Support follow-up efforts to ensure prospect and client movement through the business development pipeline
  • Update CRM system and produce sales reports when required
  • Build and maintain investment knowledge and show intellectual curiosity
  • Maintain prospect lists for the practices

 

Requirements

 

  • BA/BSc required.
  • Experience writing proposals and creating presentations, ideally from an investment management environment
  • Knowledge of institutional investment marketplace and investment management principles
  • Excellent organizational and project management skills
  • Strong knowledge of Microsoft suite, with emphasis on PowerPoint and Excel
  • Very strong verbal and written communication skills
  • Ability to professionally represent Cambridge Associates externally
  • Ability to work on multiple projects simultaneously
  • Ability to prioritize and meet deadlines
  • Ability to work in a team-oriented environment
  • Additional language a bonus

 

 

 

 

 

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 2/26/2021
Salary $20.00 - $25.00/hr







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