RFP Production Specialist

Russell Investments; Goregaon; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Russell Investments is seeking an RFP Production Specialist to collaborate with regional RFP writers and leverage our global Qvidian database to draft high‑quality responses. You will work with sales, investment and support teams to gather data and tailor content to each RFP.

Ideal candidates have 2–4 years in a similar role, strong communication skills, and a solid understanding of investment products and markets.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Management, Communications or Marketing.
• Strong project management skills with tight deadlines.
• Excellent verbal and written communication and problem‑solving abilities.
• Proficiency in Microsoft Office applications.
• Proficiency in Qvidian or similar RFP content database system.
• Experience with a CRM or Sales enablement tool (Salesforce/Seismic) desirable.
• Ability to collaborate with senior internal stakeholders.
• Strong research skills using proprietary and third‑party systems.
• Solid understanding of investment products, asset classes, and financial markets.

Responsibilities

• Produce high-quality first drafts of RFPs and DDQs; edit answers and collect data from multiple sources.
• Coordinate with RFP writers and SMEs across Russell Investments regions.
• Understand Russell Investments OCIO and portfolio solutions; develop product knowledge.
• Ensure content is current, accurate, and tailored to each RFP.
• Qvidian/database content review and enhancement for consistency.
• Manage quarterly updates across repositories for RFPs and sales decks.
• Contribute to ad‑hoc sales support tasks like building prospect lists and updating collaterals.

Skills

Project management

Attention to detail

Verbal and written communication

Microsoft Office

Qvidian or similar database

CRM/Sales enablement tools

Team collaboration

Research skills

Investment products knowledge

Education

Bachelor’s Degree in Finance/Economics/Business/Marketing

Tools

Qvidian

Salesforce

Seismic

Job description

As an RFP (request for proposal) Production Specialist, you will work closely with RFP writers in our regional offices to create a first draft using content from our global database Qvidian. We are looking for a self-starter with similar previous experience who enjoys writing and has great attention to detail. A good working knowledge of financial markets and the investment services industry is strongly desirable. There will be opportunity to work with subject matter experts across many business units throughout the firm, such as: sales, investment division, client service, product, compliance, legal, risk, operations, finance, IT, and HR to win business. There will also be opportunities to contribute across other ad‑hoc sales support and content management processes related to the RFP production and sales support cycle.

Years of Experience

2 4 years of experience in a similar role preferred.

Qualifications

• Bachelors Degree (preference in Finance, Economics, Business Management, Communications or Marketing).
• Strong project management skills and attention to detail while meeting tight deadlines.
• Excellent verbal and written communication skills and problem‑solving abilities.
• Proficiency in Microsoft Office applications.
• Proficiency in Qvidian or similar RFP content database management system.
• Experience working with a CRM or Sales enablement tool (e.g. Salesforce or Seismic) desirable.
• The ability to work collaboratively in a team setting. Experience of directly dealing with senior internal stakeholders is preferred.
• Strong research skills using a variety of proprietary and third‑party systems and tools.
• A solid understanding of investment products, asset classes, and financial markets is a plus.

Responsibilities

• Produce high-quality first drafts of RFP and due diligence questionnaires (DDQ); writing/editing answers, gathering data from multiple sources (not all centralized), and working closely with a variety of teams.
• Coordinate with RFP writers, subject matter experts, in all the regions in which Russell Investments operates, and understand the distinctions in each.
• Have a high‑level understanding of Russell Investments OCIO and customized portfolio solutions businesses. Develop and apply a solid understanding of investment products, asset classes, and financial markets.
• Ensure content is current, accurate, and tailored to meet the specific requirements of each RFP. Attention to detail is a must.
• Qvidian/database management: Regularly review and enhance content to improve response quality and consistency.
• Manage quarterly tasks related to updating statistical data, organization charts and personnel information, housed across multiple repositories for use in RFPs and sales pitch decks
• Contribute to ad‑hoc sales support tasks such as building prospect lists, research and updating sales collaterals for use by Go-To-Markets teams.

Core Values

• Strong interpersonal, oral, and written communication and collaboration skills with all levels of management.
• Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines.
• Demonstrated proactive approach to problem‑solving with strong judgment and decision‑making capability.
• Highly resourceful and collaborative team‑player, with the ability to also be independently effective and exude initiative and a sense of urgency.
• Exemplifies our customer‑focused, action‑oriented, results‑driven culture.
• Self‑motivated and driven individual with a curious mindset
• Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.
• Ability to act with discretion and maintain complete confidentiality.
• Dedicated to the firm’s values of non‑negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.