RFP specialist

CONTRACT.

6 months. ON- SITE Dallas Tx,

Start date:

ASAP

Looking for a RFP Specialist with experience in asset management and financial services for a large global financial giant. Skilled in preparing clear and strong responses to RFPs, RFIs, and DDQs. Works closely with investment, sales, legal, and compliance teams to deliver accurate and client-focused materials. Strong project management skills with the ability to handle multiple deadlines.

• Draft, edit, and tailor RFPs, RFIs, and DDQs for institutional clients and consultants.
• Cover multiple asset classes: equities, fixed income, alternatives (private equity, hedge funds, real estate), and multi-asset strategies.
• Align responses with client needs and highlight GSAM’s value.
• Ensure brand consistency and clear messaging.

• Maintain and update a central library of standard responses and firm data.
• Ensure all content is accurate and compliant with internal and regulatory rules.
• Identify missing content and work with subject matter experts to create new materials.

• Partner with Portfolio Managers, Product Strategists, Sales, Legal, Compliance, Operations, and Marketing.
• Collect and validate data for proposals.
• Coordinate review and approval processes.

• Manage multiple RFP projects at the same time.
• Track deadlines and ensure timely submission.
• Coordinate input from stakeholders.

• Translate complex investment topics into clear and persuasive text.
• Develop strong narratives that support competitive positioning.

• Review all materials for accuracy and consistency.
• Ensure compliance with regulatory standards (e.g., SEC, FINRA).
• Maintain high standards of grammar and structure.

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• 2–4 years of experience in financial services (asset management, investment consulting, institutional sales support, or similar role).
• Strong written and verbal communication skills.
• High attention to detail.
• Strong organizational and time management skills.
• Ability to manage multiple projects under pressure.