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Merit Personnel & Consulting

RFP Writer/Analyst

Merit Personnel & Consulting, New York, New York, us, 10261


The Global RFP Team collaborates closely with each of the firm’s distinct business units and investment teams in order to respond to prospective and existing client questionnaires. The team supports the firm’s institutional, intermediary and high net worth distribution channels and responds to requests from various client types from around the world. The team is committed to delivering high-quality investment proposals that enhance our global sales, marketing, and client service efforts.We are looking for a Senior RFP writer to join the team. Working as part of the Global RFP Team, the successful candidate will ensure that all RFPs are completed in a timely manner and tailored to investor requirements.Responsibilities:Coordinate the completion of Requests for Proposals (“RFPs”) and Due Diligence Questionnaires (“DDQs”)Partner with the Global RFP Team to ensure all deadlines are met and to allow for consistent & accurate responses across all questionnairesCollaborate with Subject Matter Experts (“SMEs”) throughout the firm to create accurate responses to standard and customized questionsMaintain a database of standard RFP responsesBuild an in-depth understanding of the firm’s product offerings and investment capabilitiesCommit to improving the efficiency of the RFP process and quality of RFP submissionsRequirements:Undergraduate degree in economics, finance or business preferredSuperior academic credentials3-7 years at an asset management firm, experience with fixed income and/or alternatives preferredExcellent time-management, planning and organizational skillsHigh level of accuracy and attention to detailStrong written and verbal communication skillsSelf-starter with proven initiative and ability to work independently and as part of a broader team90 Broad Street

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.Suites 319New York, NY 10004#J-18808-Ljbffr