Senior Associate-RFP

Ameriprise Financial Services, LLC; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Ameriprise India LLP seeks an experienced RFP specialist to manage and respond to RFPs, RFIs, and DDQs across asset classes, supporting growth and existing client relationships. You will draft content, collaborate with SMEs, and maintain accurate materials.

You must excel in English writing, analysis, and project coordination, delivering timely submissions in a fast-paced, team-driven setting. In-office collaboration is encouraged; full-time hours apply.

Qualifications

• Bachelor’s degree in Finance/Economics/Business or MBA (Finance).
• 3–5 years of relevant RFP experience in an asset management firm.
• Strong English writing and grammar; strong Word and Excel.
• Excellent analytical skills for large data sets.
• Excellent organizational and project management skills to track multiple deliverables.
• Team player who can work autonomously with consistent delivery.
• Experience in leading teams, driving strategic initiatives, and improving processes.
• Familiarity with content database – Qvidian.

Responsibilities

• Strong experience in institutional RFP writing for active strategies in the asset management industry
• Proven RFP compilation, editing, proofreading and analytical skills
• Works to manage RFP / RFI / DDQ questionnaires to ensure timely submission
• Draft new content with information available and / or by collaborating with various subject matter experts within the client team
• Contribute to the maintenance of content database by updating the tool with accurate information

Skills

Strong English

Word editing

Excel skills

Analytical skills

Organizational skills

Project management

Team leadership

Collaboration

Education

Bachelor’s degree in Finance/Economics/Business or MBA (Finance)

Tools

Qvidian

Job description

Job Description

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

The role is responsible for providing support to the RFP team within Columbia Threadneedle Investments, an Ameriprise Financial company. The role is for an experienced person to manage and complete RFPs, RFIs, DDQs and other documents across a broad range of actively managed asset classes, related to a) the growth of new business, b) the maintenance of existing business; to respond to ad hoc requests; to maintain qualitative content; as required.

Responsibilities

• Strong experience in institutional RFP writing for active strategies in the asset management industry
• Proven RFP compilation, editing, proof reading and analytical skills
• Works to manage RFP / RFI / DDQ questionnaires to ensure timely submission
• Draft new content with information available and / or by collaborating with various subject matter experts within the client team
• Contribute to the maintenance of content database by updating the tool with accurate information

Required Qualifications

• Bachelor’s degree in Finance/Economics/Business or any related fields and/or MBA (Finance)
• 3 –5 years of relevant experience in RFP for a global asset management firm
• Good written and spoken English and application of English grammar; strong Word (editing) and Excel skills
• Outstanding analytical skills and the ability to manage and interpret large amounts of data
• Excellent organizational and project management skills to track and manage multiple deliverables with various process steps and deadlines
• Team player and collaborative, but can also work autonomously, both with a critical focus on ensuring consistent delivery
• Proven experience in leading teams, driving strategic initiatives, and influencing process improvements to enhance efficiency and deliver long-term value

Preferred Qualifications

• Ability to use and maintain content database – Qvidian

In-Office Collaboration

We are a client-centric, relationship-based business. Working together in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Timings

(11:30a-8:00p)

India Business Unit

AWMPO AWMP&S Presidents Office

Job Family Group

Marketing/Product Management

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.