Marketing Proposal Analyst

Job summary

Prepare responses to RFPs, RFIs, due diligence requests, consultant database updates, and other written information requests for current and prospective clients. Gather and develop product and performance content, collaborate with subject matter experts, review responses for quality and accuracy, and support risk minimization.

Job details

Our client a top asset management firm is looking for an RFP Analyst to join their team as a on a 12-month contract basis on TDS Personnel's payroll. This is a great opportunity for new finance grads looking to get into the investment management world! BASIC PURPOSE: Using discretion and judgment, incumbent responds to Requests for Proposals (RFPs) and Requests for Information (RFIs). Duties include assessing new requests, creating RFP responses (including original writing), completing consultant requests and updates, responding to ad hoc requests, and participating in the maintenance of RFP information and resources. PRINCIPAL RESPONSIBILITIES: Respond to Requests for Proposal (RFPs) and Requests for Information (RFIs) from prospective and current clients across Global Distribution. Compile detailed descriptions of the products and strategies from existing content sources. Complete Due Diligence requests from existing clients and update consultant databases. Respond to ad hoc, non-RFP requests for written information. Acquire broad understanding of the products and all applicable content and data resources. Develop increasingly specialized knowledge of products and understanding of performance. Under direction of Supervisor or Manager, interact with subject matter experts to obtain specialized data or content. Develop management relationship skills via increasingly independent interaction with subject matter experts. Conduct peer reviews in accordance with the guidelines to ensure a high level of quality and accurate responses within RFPs, RFIs, DDQs. Support the company goal of minimizing risk. Assume other responsibilities as required. JOB REQUIREMENTS: Bachelor’s degree or equivalent. Minimum of two years financial services experience and high aptitude to acquire in-depth understanding of the products and services, preferred. Excellent writing, editorial, analytical, research and organizational skills required. Ability to work under pressure and manage several deadline-oriented projects simultaneously. Excellent interpersonal and verbal communication skills. Proven ability to work independently and with other professionals at various organizational levels. Proficiency with Microsoft Windows, particularly Word and Excel. TDS Personnel is an equal opportunity employer committed to fostering an inclusive and accessible workplace in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request for candidates participating in all stages of the recruitment and selection process.

What you’ll do

Prepare responses to RFPs, RFIs, due diligence requests, consultant database updates, and other written information requests for current and prospective clients. Gather and develop product and performance content, collaborate with subject matter experts, review responses for quality and accuracy, and support risk minimization.

Requirements

A bachelor’s degree or equivalent is required, and at least two years of financial services experience is preferred. Candidates should have strong writing, editing, research, analytical, organizational, communication, and project-management abilities, along with proficiency in Microsoft Word and Excel.

Listed skills

• Project management · Preferred
• interpersonal communication · Preferred
• Microsoft Word · Preferred
• Microsoft Excel · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Proposal Writing
• RFP And RFI Responses
• Due Diligence
• Research
• Analytical Skills
• Editorial Skills
• Organizational Skills
• Project Management
• Deadline Management
• Interpersonal Communication
• Verbal Communication
• Peer Review
• Microsoft Word
• Microsoft Excel
• Financial Services Knowledge

Job areas

• Finance & Accounting
• Marketing
• Data & Analytics

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