Assistant Vice President, Senior RFP Analyst

Income Research + Management; Boston (MA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Hybrid work environment

Health insurance

401(k) with company contributions

Tuition reimbursement

Referral bonus

Job summary

Income Research + Management (IR+M) seeks an AVP, RFP Analyst to lead responses to RFPs, due diligence questionnaires, and related requests. The role supports the Marketing Information Team and collaborates with Investment and Client Service teams in a fast-paced, hybrid environment in Boston.

The ideal candidate has 5+ years in the investment industry with at least 3 years of RFP writing, strong business writing, and excellence in data management and cross-functional collaboration.

Qualifications

• 5+ years in investment industry with at least 3 years of RFP writing.
• Superior verbal and written communication skills.
• Proficiency in Word and Excel; PowerPoint/SharePoint a plus.

Responsibilities

• Vet, coordinate, produce, and submit RFPs and related questionnaires with proper content and formatting.
• Populate data and perform data integrity checks on investment databases.
• Provide peer reviews for questionnaire work by team members.

Skills

Investment industry experience

RFP writing

MS Word and Excel

Organizational skills

Cross-functional teamwork

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

SharePoint

Job description

Income Research + Management 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 900+ 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 over $135+ Billion in assets. IR+M has a fast-paced, open office environment that is driven by a motivated and collaborative workforce. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.

Income Research + Management 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 900+ 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 over $135+ Billion in assets. IR+M has a fast-paced, open office environment that is driven by a motivated and collaborative workforce. 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.

Open Position: Assistant Vice President, RFP Analyst

Job Description

The AVP, RFP Analyst position plays a key role within the Marketing Information Team (MIT), helping to develop, execute, and oversee questionnaires related to supporting our new and existing business efforts. The AVP, 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 certain 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.

Job Duties And 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 Information 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 of investment industry experience with at least 3 years of RFP writing required
• Superior communication skills - verbal and written
• Proficiency 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 Core Values; 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 of up to $15k annually
• $5,000 Referral bonus for employees who refer new hires
• Business-casual environment
• 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

Base Salary Range

$100,000- 120,000

Annual Performance Bonus

This role is eligible for an annual performance-based bonus

Applicants must be authorized to work in the U.S. for any employer. IR+M is unable to sponsor or assume sponsorship of employment visas.

IR+M operates in a hybrid model. This role requires on-site presence 4 days a week.