CW Associate_USA_USD

Job Summary:

The RFP Specialist plays a pivotal role within
*** Asset Management's Business, contributing significantly to the firm's efforts in client acquisition and retention. This individual is responsible for the end-to-end creation, editing, and customization of high-quality, persuasive responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant database updates. The role demands a deep understanding of Department's investment capabilities, strategies, and competitive advantages, and the ability to articulate these effectively to institutional clients, prospects, and consultants.

The successful candidate will act as a central point of contact, collaborating extensively with various internal teams to ensure all client-facing materials are accurate, consistent, compliant, and tailored to meet specific client and consultant requirements.

Key Responsibilities:

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Proposal Development & Customization:
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Lead the drafting, editing, and customization of comprehensive and compelling RFPs, RFIs, and DDQs for institutional clients, prospects, and consultants across a diverse range of asset classes, including equities, fixed income, alternative investments (e.g., private equity, hedge funds, real estate), and multi-asset solutions.
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Ensure all responses are strategically aligned with client needs, highlight Department's unique value proposition, and adhere to brand guidelines and messaging standards.
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Content Management & Maintenance:
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Manage and regularly update a centralized content library of standard responses, firm data, product-specific information, and investment narratives.
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Ensure the accuracy, consistency, and compliance of all content with internal policies and external regulatory requirements.
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Proactively identify gaps in content and work with subject matter experts to develop new materials.
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Cross-Functional Collaboration:

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Serve as a key liaison, working closely with Portfolio Managers, Product Strategists, Sales & Client Relationship Managers, Legal, Compliance, Operations, and Marketing teams to gather necessary information, validate data, and ensure alignment of messaging across all client communications.
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Facilitate review processes with relevant stakeholders to obtain approvals and ensure accuracy.
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Project Management:
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Effectively manage multiple RFP projects concurrently, often under tight deadlines, from initial request receipt through final submission.
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Develop and maintain project timelines, coordinate input from various internal stakeholders, and track progress to ensure timely and high-quality delivery.
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Strategic Communication & Messaging:
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Translate complex investment concepts, market insights, and quantitative data into clear, concise, and persuasive language that resonates with diverse institutional audiences.
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Develop compelling narratives that differentiate Department's offerings in a competitive landscape.
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Quality Assurance & Compliance:
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Conduct rigorous reviews of all materials to ensure accuracy, grammatical correctness, stylistic consistency, adherence to brand guidelines, and full compliance with internal policies and relevant regulatory frameworks (e.g., SEC, Client).