RFP Production Specialist

Russell Investments; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Russell Investments is seeking a skilled RFP Production Specialist in Mumbai to draft first drafts from our global Qvidian repository and coordinate with regional teams across a range of business units.

You will leverage strong financial markets knowledge, high attention to detail, and collaboration with sales, legal, compliance, and client service to deliver accurate responses on tight deadlines. This role offers global exposure and a dynamic, professional environment.

Qualifications

• Bachelor’s Degree (Finance, Economics, Business Management, Communications or Marketing preferred).
• 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.
• Ability to work collaboratively in a team setting.
• Experience dealing with senior internal stakeholders is preferred.
• Strong research skills across proprietary and third‑party systems and tools.
• Solid understanding of investment products, asset classes, and financial markets is a plus.

Responsibilities

• Produce high‑quality first drafts of RFPs and DDQs; edit answers, gather data from multiple sources, and coordinate with regional teams.
• Coordinate with RFP writers, subject matter experts, and regional offices to understand distinctions.
• Develop understanding of Russell Investments OCIO and customized portfolio solutions.
• Build content knowledge of investment products, asset classes, and financial markets.
• Ensure content is current, accurate, and tailored to each RFP’s requirements.
• Manage Qvidian/database content to improve quality and consistency.
• Oversee quarterly updates of statistics, org charts, and personnel information across repositories.
• Support ad‑hoc sales tasks like building prospect lists and updating sales collateral.

Skills

Project management

Attention to detail

Verbal communication

Written communication

MS Office

Qvidian

CRM experience

Team collaboration

Stakeholder management

Investment knowledge

Education

Bachelor's degree

Tools

Qvidian

Salesforce

Seismic

Job description

Reporting To: Senior Manager RFP Production Shift: EMEA (1:30 pm - 10:30 pm IST) (India)

About Russell Investments

Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 90-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $964 billion in assets under advisement (as of December 31, 2025) and $381.8 billion in assets under management (as of March 31, 2026) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai. Joining our Mumbai office means becoming part of a globally connected team where associates collaborate across functions, geographies, and time zones to support the work of a globally recognized asset management firm. Based in Goregaon (East), you will have the opportunity to work alongside colleagues around the world, contribute to meaningful initiatives, and build your career in a collaborative and inclusive environment. The Mumbai office operates with varying shifts to support collaboration across global time zones. For more information, please visit https://www.russellinvestments.com.

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

• Bachelor’s 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.

Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm has $381 billion in assets under management (as of 3/31/2026) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non‑controlling, ownership stakes.