Senior RFP Specialist, Investment Proposals - Parametric

About the role

The Senior Request for Proposal (RFP) Specialist is primarily responsible for supporting the Institutional and Wealth Management distribution channels by responding to recurring and ad‑hoc due diligence requests with a particular focus on firm and strategy level information. The Investment Proposals team serves as the hub through which information is compiled and disseminated to both internal and external clients. As an experienced member of the team, the Senior RFP Specialist will partner with more junior colleagues on complex requests and act as a knowledge resource.

The position requires collaboration with multiple teams so we are seeking an individual with high initiative that has demonstrated the ability to work collaboratively in a team environment. The candidate must be detail oriented, have excellent communication and organizational skills.

• Management and completion of Requests for Proposals/Information (RFP/RFI) and similar sales due diligence requests, including managing deadlines, compiling information from multiple internal sources, and ensuring content complies with Parametric’s brand and guidelines with limited direction.
• Complete quarterly, monthly and ad‑hoc due diligence requests with minimal guidance from management.
• Master the completion of highly complex questionnaires that may have minimal to no standard content written.
• Work in collaboration with RFP Specialists/interns as a training/leadership opportunity.
• Guide and peer‑review the work of others on RFPs and ad‑hoc DDQs.
• Train, coach and educate new staff members on processes and systems with the potential to progress to supervision of summer interns.
• Embrace opportunities for cross‑functional leadership through strategic projects such as knowledge specialist or AI catalyst.
• Use AI and automation tools to enhance RFP response development, including initial drafting, content reuse, and quality checks, while ensuring alignment with firm standards and SME input.
• Explore and evaluate opportunities to leverage AI‑enabled tools to enhance RFP workflow processes, drive efficiencies, and support continuous improvement.
• Lead projects/initiatives with limited direction; take initiative in identifying and implementing efficiencies/make enhancements to existing processes, sharing ideas with management.
• Assist Supervisor with workload distribution of the team, monitor and assign deliverables.
• Assist RFP Supervisor with the assignment of quarterly/monthly deliverables (Skills Matrix), keeping in mind the skill level of the team and areas for growth.
• Assist Content Management with construction of narratives for consultant/third‑party databases.
• Exhibit superior project management skills: managing deadlines, keeping all stakeholders informed, anticipating roadblocks, preparing back‑up plans, etc.
• Help ensure accuracy within the RFP response database (Loopio).
• Deepen working knowledge of the firm’s structure, key personnel, organizational policies and procedures, and investment/product knowledge.
• Deepen relationships with internal subject matter experts, including product management, sales, client relations, and investment professionals, to facilitate collaboration across teams to understand client needs to create customized RFP responses that highlight the firm’s strategic and competitive advantage.
• Interact with compliance/legal to review and obtain approvals of materials.
• Partner with Data Team to ensure the quantitative information is accurately providing the response needed for the deliverable.
• Work independently with minimal supervision.
• Act as a back‑up for the Supervisor, leading team meetings and monitoring workload of the team, as needed.
• Assume other responsibilities as required.

• Interest in financial services and a desire to learn more and/or pursue a career in the industry.
• 4‑year degree or equivalent, preferably in a related discipline such as business, finance, or economics.
• 3‑5 years of related industry experience and 2‑3 years of proposal writing experience preferred.
• Strong written and oral communication skills with a high attention to detail and accuracy.
• Must have excellent organizational skills…