Asset & Wealth Management - RFP - Associate

Job Title:

Asset & Wealth Management - RFP - Associate

Location:

2001 Ross Avenue, Dallas, TX 75201
Duration: 6 Months;
Onsite

Job Summary:

The RFP Specialist plays a pivotal role within Goldman Sachs 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 GSAM'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.

• 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; ensure all responses are strategically aligned with client needs, highlight GSAM's unique value proposition, and adhere to brand guidelines and messaging standards.
• Manage and regularly update a centralized content library of standard responses, firm data, product-specific information, and investment narratives; ensure the accuracy, consistency, and compliance of all content with internal policies and external regulatory requirements; proactively identify gaps in content and work with subject matter experts to develop new materials.
• 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; facilitate review processes with relevant stakeholders to obtain approvals and ensure accuracy.
• Effectively manage multiple RFP projects concurrently, often under tight deadlines, from initial request receipt through final submission; develop and maintain project timelines, coordinate input from various internal stakeholders, and track progress to ensure timely and high-quality delivery.
• Translate complex investment concepts, market insights, and quantitative data into clear, concise, and persuasive language that resonates with diverse institutional audiences; develop compelling narratives that differentiate GSAM's offerings in a competitive landscape.
• 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, FINRA).

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 2-4 years of experience in the financial services industry, with a strong preference for experience in asset management, investment consulting, institutional sales support, or a similar client‑facing content writing role.
• Exceptional written and verbal communication skills, with a proven ability to articulate complex ideas clearly, concisely, and persuasively to sophisticated audiences.
• Strong attention to detail and a meticulous commitment to accuracy and quality.
• Excellent organizational and project management skills, with the ability to prioritize tasks and manage multiple projects simultaneously.

Bachelor's degree in Finance, Economics, Business Administration, or a related field.