Assistant Vice President, Senior RFP Analyst

Income Research + Management is a Boston-based, privately owned, investment grade fixed income asset management firm.

IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 900+ institutional and private wealth clients. Founded in 1987 and located in the heart of Boston’s financial district, IR+M employs 200+ full time professionals and currently manages over $135+ Billion in assets. IR+M has a fast-paced, open office environment that is driven by a motivated and collaborative workforce.

We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.

IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strides to provide best-in-class client service to our 900+ institutional and private wealth clients. Founded in 1987 and located in the heart of Boston’s financial district, IR+M employs 200+ full time professionals and currently manages over $135+ Billion in assets. IR+M has a fast-paced, open office environment that is driven by a motivated and collaborative workforce.

We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.

We operate a hybrid work model that will mix days with your team in the office and remote work, leveraging first class technology solutions.

The AVP, Senior RFP Analyst position plays a key role within the Marketing Information Team (MIT), helping to develop, execute, and oversee questionnaires related to supporting our new and existing business efforts. The AVP, Senior RFP Analyst will be primarily focused on responding to questionnaires (including Requests for Proposals (RFPs), Due Diligence Questionnaires, Regulatory Questionnaires ((including 15cs) and similar business-related requests) and certain database population and review.

RFPs and investment-related databases are an integral part of our business development process; this position requires an individual with high attention to detail, excellent time management, and strong, demonstrated business writing skills.

This position offers exposure to all aspects of buy-side fixed income asset management and will include regular interaction with all areas of IR+M including the Investment and Client Service Teams.

Vet, coordinate, produce, and submit Request for Proposals (RFPs) and other business-related questionnaires: this includes ensuring proper content and formatting prior to final completion

Populate and conduct data integrity checks of investment-related database platforms, ensuring accurate and timely updates

Provide peer reviews for questionnaire work completed by other members of the Marketing Information Team

Leverage Excel-based internal reports for data

Collaborate with subject-matter experts around the firm to create custom responses and confirm existing responses as needed

Update content library with current responses, and proactively identify changes to language and positioning that will create compelling responses

Participate in ad-hoc projects and other team/business initiatives

5+ years of investment industry experience with at least 3 years of RFP writing required

Superior communication skills - verbal and written

Proficiency in Microsoft Word and Excel; familiarity with Microsoft PowerPoint and SharePoint a plus

Excellent organizational skills with strong attention to detail and adherence to deadlines

Ability to work on multiple high priority requests simultaneously and adapt to changing priorities

Co…