RFP Writer Resume Boston, MA - Hire IT People

SUMMARY:

RFP Writer/Marketing Associate with 10 years experience in the financial services industry, with expertise in the writing and production of customized proposal responses for prospects while adhering to tight schedules.
Generated investment marketing materials by maintaining and updating data ensuring consistency of information and delivery of high quality materials to support and communicate investment strategies.
Work productively with various business units including investment teams, sales staff, client management, senior management and legal/compliance.

PROFESSIONAL EXPERIENCE:

Confidential - Boston, MA

RFP Writer

Responsibilities:

Completed 60 RFPs per year, meeting quality standards and deadlines with requests ranging from large public funds RFPs to consultant quarterly data reports.
Interdisciplinary communication with oversight departments, including Management, Performance, Operations and Compliance resulting in product readiness and presentation.
Managed and maintained RFP machine, a software system for efficiently organizing critical information relating to the firm, products, assets under management, performance, organizational structure, personnel, trading, operations, investment philosophy, legal and client service to ensure responses are prepared with the most current data, and information is available to the RFP team and others.

Confidential - Boston, MA

Marketing and Client Service Analyst

Responsibilities:

Organized and disseminated firm and strategy information to financial consultant community; maintained and updated all consultant databases via online reporting, email correspondence, matrix reporting on quarterly and monthly basis; collaborated with consulting analysts to prepare data for ad hoc requests.
Managed RFP process from initial review through final delivery to prospective clients and consultants. Completed proposals yielded over $1 billion in new business.
Developed and maintained quarterly performance publications including product profiles, quarterly letters and web page updates.
Created firm sales presentations working closely with the Director of Client Service, Head of Relationship Management and Old Mutual Compliance to ensure accuracy and compliance.

Confidential - Boston, MA

New Business Writer

Responsibilities:

Prepared, wrote, edited and produced Requests for Proposals for Institutional and Retail Sales departments.
Updated and maintained accurate, timely responses for RFP Machine database software.

Confidential - Boston, MA

Consultant Analyst

Responsibilities:

Coordinated and managed output of quantitative and qualitative data to the global consultant community and to third-party data providers.