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Senior Associate, Proposal Writer

Company: PineBridge Investments
Location: New York
Posted on: April 15, 2018

Job Description:

A high caliber, experienced candidate is sought to report to the Head of Global RFP & Consultant Databases. The position requires the lead coordination and management of Requests for Proposals (---RFPs---) and Due Diligence Questionnaires (---DDQs---) and to support the Firm---s business development effort. The candidate is expected to manage projects and write client- focused responses working with Subject Matter Experts (---SMEs---). The ideal candidate will have interest or working knowledge of investment products, a clear and concise writing style, project management/organizational skills, strong communication skills and commitment.


  • Project manage and lead coordination of Request For Proposals (---RFPs---) and Due Diligence Questionnaires (---DDQs---) globally
  • Collaborate with Global RFP Team members and global Subject Matter Experts (---SMEs---), such as Sales, Portfolio Managers, Product Specialists and Management colleagues who will assist by providing data that will facilitate the crafting of RFP responses
  • Create compelling, precise, client-focused RFP responses. Customize responses based on client-specific questions
  • Build an in-depth knowledge of the firm's product offerings across asset classes and platforms and overall investment capabilities. Maintain product profiles and investment process language. Organize RFP responses in PMAPS based on product, strategy and firm content so global team can efficiently access for future RFPs
  • Proactively manage and update content in PMAPS database on an ongoing basis as a result of firm and staff changes
  • Responsible for sign-off, production and internal distribution of draft and final version RFPs
  • Commit to improving the efficiency of the RFP process and the quality of our responses for our clients, consultants and prospects
  • Build an understanding of clients, consultants and prospects differing needs and levels of sophistication, in order to tailor responses to the target audience
  • Adhere to strict deadlines in a high-energy, fast pace environment with the ability to assess and reprioritize projects based on client needs (internally and externally)

    Personal Profile:

    • Strong communication skills, including technical writing and editing
    • Exhibits problem-solving skills and can analyze data
    • Enjoys a fast-paced environment and can stay focused, even with frequent interruptions
    • Takes accountability and responsibility
    • Team player with interpersonal skills and has an interest in building connections within the organization
    • Exhibits strong listening and probing skills
    • Personal integrity, strong work ethic and client service oriented
    • Enthusiastic, adaptable, forward thinking, self-motivated and energetic
    • Ability to work independently and in collaboration with team members

      Technical Profile:

      • Undergraduate degree holder, preferably in business, finance or economics.
      • Mid-level, 5 or more years of investment management experience or with RFPs/marketing/client service
      • Coverage of traditional and alternatives investments
      • Complete fluency in both written and spoken English
      • Advanced knowledge of Microsoft Outlook, Word, Excel, PowerPoint

        Keywords: PineBridge Investments, New York, Senior Associate, Proposal Writer, Advertising, New York, New York

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