Senior RFP/Alternative Investments Due Diligence Writer

SUMMARY

This is an exciting time to join our RFP team! Having experienced growth over the past few years, we are seeking an experienced Senior Alternative Investments Due Diligence Writer who can hit the ground running.  The Senior Alternative Investments Due Diligence Writer will join our Due Diligence Services Team within the Marketing organization. This individual will sit at the forefront of the sales process, crafting proposals for prospective and current investors to gain new business. The Senior RFP Alternative Investments Writer will collaborate with senior stakeholders to develop the strategy and resulting content to commercially position the firm’s investment capabilities, processes and operational infrastructure to the optimal outcome of winning new mandates. This individual will play an integral role in upholding the firm’s reputation and adding to our existing global client base. This role requires a strong understanding of the alternative investment space, superior written and oral communication skills, a high attention to detail and critical thinking and leadership skills, the ability to work in a dynamic group environment, and project management capabilities.

RESPONSIBILITIES          

The individual will be involved in the following critical activities:

• Work closely with Business Development and Investments teams to develop the approach and content strategy for RFP response to drive the goal of winning new business.
• Coordinate responses to RFPs and Requests for Information (RFIs) from prospective and existing clients across our alternative investment platform, which includes hedge funds, private equity, infrastructure, real estate and private credit.
• Responsibilities will include, among other things, compiling existing and previously approved responses, drafting new responses, customizing existing responses for applicability to the nuances of a given mandate and question and coordinating input from various functional areas throughout the firm.
• Partner with Fund Data and Analytics teams to source performance and date needs and analyze data to complete quantitative components of RFPs/RFIs and ensure data provided is accurate and applicable.  
• Oversite responsibility for specific investment vertical RFP content library strategy, development and maintenance, partnering with SMEs on approach.
• Draft written responses to questions based on verbal direction or summary information from other departments to strategically position the firm and demonstrate how we can meet the investor’s needs.
• Liaise with senior members of Business Development, Investments, Finance, Operations, Technology and Legal to develop holistic and winning RFP responses on deadline.
• Maintain and develop the Firm’s internal database of approved client responses. 
• Fulfill internal requests for information used for standard and ad hoc client reporting.
• Conduct peer reviews and provide constructive feedback for RFPs.
• Manage individual pipeline of RFPs while developing internal project timelines for stakeholders to ensure all deadlines are met. 
• Provide ongoing input regarding process and technology improvements.
• Perform related duties as assigned.

EXPERIENCE REQUIREMENTS

The ideal experience and critical competencies for the role include the following:

• Minimum 7-10 years of professional experience working in RFP development for alternative investment or asset management firms. Knowledge of hedge funds, private credit, private equity, infrastructure and/or real estate strongly preferred.
• Superior technical investment acumen and the ability to think strategically and commercially about the positioning of investment capabilities.
• Strong understanding of the institutional sales process and the role of RFP within.
• Excellent writing, and editing, skills (writing samples will be required) and RFP-writing experience.
• Excellent project management skills and judgement, including the ability to marshal resources, communicate and manage timelines and responsibilities to senior members of the firm.
• A high attention to detail, including solid proofreading skills is critical.
• Ability to understand and analyze financial data.
• Excellent organizational skills and the ability to multi-task, meet competing deadlines, and effectively balance priorities.
• Entrepreneurial approach to task management. Ability to take control and manage tasks or projects independently from start to end.
• Demonstrated team player with proven ability to get results from senior management and communicate with peers.
• Technically proficient in Microsoft Word and Excel.  Experience with RFP databases and Salesforce is a plus.
• Ability to work in a fast paced, dynamic environment.
• BA/BS degree in Finance, Economics, English or a related field.