What are the responsibilities and job description for the USWA RFP Writer position at Michael Page?
The USWA RFP Writer will support our client's retail executive team by coordinating and completing RFPs and DDQs for U.S. retail separately managed accounts (SMAs) and model portfolios. The role requires strong collaboration, communication, and writing skills to deliver high-quality, client-focused responses in a fast-paced, deadline-driven environment.
Client Details
Our client is a leading global investment management firm known for its innovative approach, strong client focus, and broad range of financial products and solutions. With a strong presence in both institutional and retail markets, the firm emphasizes collaboration, integrity, and continuous improvement across its teams and services.
Description
- Coordinate the completion of new business RFPs and DDQs for U.S. retail separately managed accounts (SMAs) and model portfolios in a timely and accurate manner.
- Serve as the primary point of contact for relationship managers, sales teams, and sales support teams regarding client RFPs and DDQs.
- Collaborate closely with RFP team members across the business to ensure consistent, high-quality responses.
- Contribute to the continuous improvement of team processes and the innovative use of available resources.
- Support the maintenance and audit of core content within the RFP content management system.
Profile
- Bachelor's degree (BA/BS) required.
- 0-2 years of experience in financial services or a similar role; experience with RFPs and DDQs for Separately
- Managed Accounts (SMAs) is a plus.
- Strong commitment to delivering high-quality client service.
- Proactive team player with strong collaboration skills.
- Excellent written and verbal communication skills.
- Strong organizational and analytical skills with great attention to detail.
- Ability to manage and prioritize tasks to meet tight deadlines.
- Capable of working independently with minimal supervision.
- Demonstrates initiative and problem-solving aptitude.
- Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
Job Offer
- Competitive Hourly Pay Rate
- Opportunity for skill development, learning about financial products (such as SMAs and models), and potential career advancement within the organization.
- Work on impactful, client-facing deliverables such as RFPs and DDQs, which offer valuable experience for further career growth in asset management or related fields.
- A team-oriented atmosphere where the successful candidate will interact with cross-functional teams, enhancing their network and knowledge within the firm.
- Access to training programs, mentorship, and resources to improve both technical and soft skills.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
Bachelor's degree (BA/BS) required.0-2 years of experience in financial services or a similar role; experience with RFPs and DDQs for Separately
Managed Accounts (SMAs) is a plus.
Strong commitment to delivering high-quality client service.
Proactive team player with strong collaboration skills.
Excellent written and verbal communication skills.
Strong organizational and analytical skills with great attention to detail.
Ability to manage and prioritize tasks to meet tight deadlines.
Capable of working independently with minimal supervision.
Demonstrates initiative and problem-solving aptitude.
Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
Salary : $30 - $33
