Senior RFP Analyst

Location: Boston,Massachusetts,United States

Income Research + Management 

Income Research + Management is a Boston-based, privately owned, fixed income asset management firm. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 800+ institutional and private wealth clients.     

Founded in 1987 and located in the heart of Boston’s financial district, IR+M employs 200+ full time professionals and currently manages $100+ Billion in assets. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement. 

We operate a hybrid work model that will mix days with your team in the office and remote work, leveraging first class technology solutions.  

Job Description:

The Senior RFP Analyst position plays a key role within the Marketing Communications Team (MarComm), helping to develop, execute, and oversee questionnaires related to supporting our new and existing business efforts. The Senior RFP Analyst will be primarily focused on responding to questionnaires (including Requests for Proposals (RFPs), Due Diligence Questionnaires, Regulatory Questionnaires (including 15cs) and similar business-related requests) and database management (including database population and review). RFPs and investment-related databases are an integral part of our business development process; this position requires an individual with high attention to detail, excellent time management, and strong, demonstrated business writing skills.

This position offers exposure to all aspects of buy side fixed income asset management, and will include regular interaction with all areas of IR+M including the Investment and Client Service Teams.

Responsibilities:

•        Vet, coordinate, produce, and submit Request for Proposals (RFPs) and other business-related questionnaires; this includes ensuring proper content and formatting prior to final completion
•         Populate and conduct data integrity checks of investment-related database platforms, ensuring accurate information and timely updates
•         Provide peer reviews for questionnaire work completed by other members of the Marketing Communications Team
•           Leverage Excel-based internal reports for data
•           Collaborate with subject-matter experts around the firm to create custom responses and confirm existing responses as needed
•           Update content library with current responses, and proactively identify changes to language and positioning that will create compelling responses
•           Participate in ad-hoc projects and other team/business initiatives 

Required Skills and Experience:

•         5+ years investment industry experience with at least 3 year of RFP writing required
•         Superior communication skills – verbal and written
•         Proficient in Microsoft Word and Excel; familiarity with Microsoft PowerPoint and SharePoint a plus
•         Excellent organizational skills with strong attention to detail and adherence to deadlines
•         Ability to work on multiple high priority requests simultaneously and adapt to changing priorities
• Collaborative mindset and ability to work and communicate effectively within a cross-functional team environment 
• Experience with online databases and software (eVestment, Morningstar, investment consultant-specific platforms) preferred but not necessary
•        Experience with proposal software program