Centralized RFP Analyst

Job Title: Centralized RFP Analyst

Location: Dallas, TX

Duration: 6 months

Pay Rate: $23/HR (W2 Only)

Job/Role Description:

• Coordinate and complete high quality RFPs (Requests for Proposals) and DDQs (Due Diligence Questionnaires) from prospective clients, consultants, and existing clients in a timely and accurate manner.
• Develop knowledge of industry trends, competitive landscape, and investment team capabilities to facilitate an improved client experience.
• Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance, and other internal groups.
• Learn and communicate investment philosophy, process, product positioning, and current market trends to internal and external stakeholders.
• Assist in developing metrics to track key sales figures including RFP flows, hit rates, and related performance indicators.
• Assist with ad hoc projects, including technology initiatives to automate reports and other materials.
• Perform second-level reviews and checks for RFPs, DDQs, and related documents prepared by team analysts.

Required Qualifications

• Bachelor’s or Master’s Degree (preferred in Finance, Economics, Business, or Commerce)
• Strong analytical and interpersonal skills
• Strong organizational and project management skills
• Excellent written and verbal communication skills
• Highly motivated, hard-working, and able to thrive in a fast-paced environment
• Exceptional attention to detail and accuracy
• Ability to handle multiple projects, deadlines, and stakeholders simultaneously
• Proficiency in Excel, PowerPoint, Word, and adaptability to other software tools
• Ability to work effectively in a team-oriented, collaborative environment
• Knowledge of the investment management industry is a plus
• Prior content writing experience of 2-3 years is preferable

Pay: $23.00 per hour

Work Location: In person

Salary : $23