RFP Analyst, Portfolio Advisory (100% REMOTE)




  • 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.


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