RFP Writer Job at Phyton Talent Advisors, Boston, MA

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  • Phyton Talent Advisors
  • Boston, MA

Job Description

Our Client, a Global Financial Services Firm, is seeking an RFP Writer in their Boston, MA location.

About the Role

We are seeking a detail-oriented and highly collaborative professional to support the preparation and coordination of Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). This role plays a critical part in articulating the firm’s investment philosophy, process, and value proposition across institutional and intermediary channels.

The ideal candidate thrives in a fast-paced environment, enjoys cross-functional collaboration, and can translate complex investment concepts into clear, compelling messaging.

Key Responsibilities

  • Draft and coordinate high-quality responses to RFPs and DDQs, ensuring accuracy and alignment with firm positioning
  • Manage multiple concurrent projects and deadlines with strong attention to workflow efficiency
  • Partner with investment, compliance, and distribution teams to gather, refine, and synthesize content
  • Clearly communicate investment philosophy, strategy, and differentiators
  • Maintain and enhance standard content language within RFP systems (e.g., Responsive)
  • Support process improvement initiatives, workflow automation, and content governance efforts

Required

  • Bachelor’s degree required
  • Minimum 2+ years of relevant experience (asset management RFP, client service, or related role preferred)
  • Strong writing, editing, and verbal communication skills
  • Ability to distill complex investment concepts into concise messaging
  • Proven ability to manage competing priorities in a deadline-driven environment
  • Proficiency in Microsoft Office Suite
  • Experience with RFP software (e.g., Responsive) strongly preferred
  • Familiarity with institutional and intermediary distribution channels is a plus

Professional Competencies

  • Highly organized, detail-oriented, and proactive
  • Bachelor’s degree in Finance, Business, Economics, or related field preferred
  • Strong critical thinking and synthesis skills (qualitative and quantitative information)
  • Ability to work independently and collaboratively across departments and seniority levels
  • Comfortable facilitating discussions and driving content development in support of sales initiatives
  • Strong interpersonal and time management skills
  • Adaptable to evolving technology platforms and process improvements

Job Tags

Work at office

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