RFP/DDQ Writer

Responsibilities:

• In this role, as an RFP/DDQ Writer, you will be part of client-dedicated RFP/DDQ platforms Acuity builds for its asset and wealth management clients. These strategic platforms, developed in close collaboration with our clients, provide capacity augmentation, recommendations, and share industry best practices, and overall work as an extension of our client’s own team.

Expectations:

• 2 to 4 Years of proven experience in Asset and Wealth management.
• Strong knowledge of capital markets, mutual funds, and investment banking with excellent communication skills.
• Seamless project management of RFP/DDQs from start to finish while ensuring accurate and timely completion.
• Collate generic responses from a centralized knowledgebase (RFP library) to answer standard qualitative questions.
• Source key financial statistics from proprietary/vendor-managed databases and platforms to answer standard quantitative questions.
• Collaborate with product partners and subject matter experts (SMEs) to collate responses for dynamic and non-standard quantitative and qualitative questions.
• Package final deliverables (executive summary, Q&A doc, supporting attachments etc.) per client instructions.