Senior Proposal Specialist

Direct message the job poster from Investment Management Partners

We are seeking an RFP Specialist to join our Vancouver team. This role offers an opportunity to contribute to a global investment firm with a purpose-driven culture and a long-term approach to investing.

As part of the global RFP team, you will be responsible for managing and delivering high-quality responses to RFPs, RFIs, and due diligence questionnaires from institutional prospects and clients. You’ll work closely with colleagues across investment, client servicing, and operations teams to ensure each submission reflects our philosophy, process, and values with clarity and precision.

• Coordinate and produce RFPs, RFIs, and DDQs for institutional investors and consultants
• Collaborate with subject matter experts globally to gather, refine, and verify content
• Ensure accuracy, consistency, and compliance across all proposal materials
• Maintain and enhance the firm’s content library to reflect the latest insights and data
• Support broader business development and client service initiatives as required

• 2–4 years of experience in RFPs, investment communications, or institutional client servicing
• Strong written communication skills and meticulous attention to detail
• Proven ability to manage multiple projects and deadlines effectively
• A collaborative mindset, intellectual curiosity, and a commitment to excellence
• Familiarity with investment management concepts and industry terminology

You’ll join a team that values integrity, independence of thought, and a shared sense of purpose. We offer a supportive and inclusive environment where your contributions are recognised, and your professional growth is encouraged.

Associate

Full-time

Customer Service and Writing/Editing

Investment Management