RFP Writer

6 months ago

Mumbai, India H137 PineBridge Investments Capital India Private Limited Full time

Main Responsibilities:

We seek a high caliber candidate to join the PineBridge Global RFP Team to lead the coordination and management of Due Diligence Questionnaires (“DDQs”) and Requests for Proposals (“RFPs”) to retain and support the firm’s business development efforts. This position provides a unique opportunity for someone to work across asset classes (multi-asset, fixed income, equities and alternatives) and investment channels. The candidate will manage projects and work with the firm’s global base of Subject Matter Experts (“SMEs”). The ideal candidate will have interest or working knowledge of investment products, a clear and concise writing style, project management/organizational skills, strong communication skills and commitment.

Responsibilities:

Project manage and lead coordination of RFPs/DDQs/Client Updates globally Collaborate with other Global RFP Team members and global SMEs, such as Sales, Portfolio Managers, Product Specialists and Management colleagues who will assist by providing information and data that will facilitate the crafting of RFP/DDQ responses Customize responses based on client-specific questions and information obtained from SMEs Build in-depth knowledge of the firm's product offerings across asset classes, platforms, and overinvestment capabilities.  Proactively manage and organize RFP responses in the Content Database (RFPIO) Responsible for production, final execution and internal distribution of drafts and final version of DDQs/RFPs Commit to improving the efficiency of the RFP process and the quality of our responses Build an understanding of clients, consultants and prospects differing needs and levels of sophistication, in order to tailor responses to the target audience Adhere to strict deadlines in a high-energy, fast pace environment with the ability to assess and reprioritize projects based on client needs (internally and externally)

Personal Profile

Interest in working in high paced sales environment, and can stay focused Strong communication skills, including technical writing and editing Exhibits problem-solving and analytical skills Takes accountability and responsibility Team player with interpersonal skills and has an interest in building internal connections Exhibits strong listening and probing skills Personal integrity, strong work ethic and client service oriented Enthusiastic, adaptable, forward thinking, self-motivated and energetic Ability to work independently and in collaboration with team members

QUALIFICATIONS

  Technical Profile

Undergraduate degree holder, preferably in business, finance or economics. 2+ years of investment management experience writing RFPs/DDQs or in a client service oriented role Experience managing with content management database (Responsive, Qvidian) Coverage of traditional and alternatives investments Advanced knowledge of Microsoft Outlook, Word, Excel, PowerPoint

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