Sr. RFP Analyst

Company: Income Research + Management
Location: Boston
Posted on: November 13, 2024

Job Description:

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 years 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 programs preferred but not necessary. Education Requirement: Bachelor's Degree required. What we offer you: Joining the IR+M team is an opportunity to experience a unique and exciting culture and work environment. On a daily basis our employees are encouraged to personify our ; working in a manner that emphasizes investment, respect, positivity, and motivation across the business and in delivering results for our clients. We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
    • Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capability.
    • Medical, dental, vision and life insurance.
    • Retirement savings - 401(k) plan with a safe harbor contribution (3%), a company discretionary contribution (12%), and a broad investment lineup.
    • Tuition reimbursement up to $15,000/year.
    • $5,000 Referral bonus for employees who refer new hires.
    • Business-casual environment that includes the option to wear jeans.
    • Generous paid time off upon hire - including 20 days of vacation, 2 wellness days, unlimited sick time plus eight paid company holidays and 2 floating days each calendar year.
    • Paid volunteer time - 2 days per calendar year.
    • Leave of absence programs - including paid parental and family leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
    • Fitness, health, and composting reimbursements. In addition to the opportunity to participate in a discretionary bonus program, the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience, licensure requirements, certifications, skill set, and other business and organizational needs. Base Salary Range: $100,000 - $120,000 Annual Performance Bonus: This role is eligible for an annual performance-based bonus.
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Keywords: Income Research + Management, Portland , Sr. RFP Analyst, Professions , Boston, Maine