Proposal Writer

3 days ago

mumbai, India Xpheno Full time

JOB PURPOSE: (prime focus and objective of the position)

The RFP / DDQ Content Writer plays a pivotal role in the Diligence Management team, partnering

closely with Diligence Managers based in the US, Europe and APAC regions to coordinate

responses to RFPs and other documents and written marketing materials (DDQs, RFIs, etc.). A key

aspect of the role is to ensure that client and its funds are professionally and accurately

described and demonstrate the firm's ability to meet clients’ specific requirements. The successful

candidate will be able to develop and maintain written content that highlights the firm's competitive

advantages and positions its funds and corporate platform in a differentiated manner. The position

is expected to grow into a value-adding internal subject matter expert across the firm's corporate

functions, operations and asset classes to support Diligence Managers with specific content for a

variety of client submissions.

The responsibilities of the role include:

 Managing the coordination and timely completion of RFPs, RFIs and DDQs – including

compiling existing language, creating new language as needed, and reviewing documents

to ensure high quality, error-free responses.

 Contributing to a structured RFP process that incorporates stakeholder inputs, senior

reviews and strict client-driven deadlines

 Building a thorough understanding of the firm's corporate setup, history, operations,

products and investment strategies to facilitate the accurate and consistent creation of

proposals and questionnaires.

 Navigating and effectively utilizing the firm’s suite of tools and resources to support client

requests, including the RFP content database (Loopio), standard quantitative datasets, HR

and personnel data, performance metrics, etc.

Collaborating closely with Diligence Managers to promptly respond to client-driven requests.

 Demonstrating excellent interpersonal and communications skills, both verbally and in

writing, and the ability to work directly with senior team members under tight deadlines and

across jurisdictions.

 Managing other client-facing materials and channels related to fund due diligence, including

updating consultant databases and maintenance of marketing collateral during fundraising

period (e.g., pitchbook presentations, standard DDQs, case studies, etc.)



EXPERIENCE REQUIRED:

 2-4 years of experience in a marketing, RFP writing, communications or project management

role, experience in asset management strongly preferred

 Experience in high volume processes and technology enabled solutions

 Strong project management skills, with experience in managing timelines, resources, and

stakeholders across multiple projects simultaneously; experience in a global environment

working with stakeholders across numerous jurisdictions and time zones strongly preferred

 Familiarity with investment products and services, including a basic understanding of various

asset classes and investment strategies; experience of an institutional private fund marketing

environment would be an advantage



KEY COMPETENCIES/BEHAVIOURS REQUIRED:

 Experience in RFP / DDQ writing in an asset management or investment firm would be ideal

 Outstanding verbal and written communication skills in English. Strong attention to detail in

writing and editing documents is key.

 Strong understanding of the RFP and DDQ process, with project management skills and the

ability to work under tight deadlines while maintaining a high standard is essential; highly

organized with a proven ability able to handle multiple concurrent assignments

 Must work well in a team environment, excellent interpersonal skills to engage senior

professionals and liaise with global teams across the firm.

 Experience in relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI,

Mercatus, Seismic)

 Proficiency with Microsoft Office Suite

 Excellent planning and organizational skills.

 Strong relationship management skills across multiple countries, being able to flex

communication style to diverse geographies and investors

 Shares information with team members in a clear and concise manner.

 Proactively seeks opportunities to get involved in more challenging projects.

 Ability to multi-task and work in a very fast-paced and team-oriented environment.

 Excellent interpersonal, analytical, and creative problem-solving ability.

 Self-motivated and proactive, both with respect to managing workload and own professional

development.

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