RFP & Marketing Data Specialist

F/m Investments; Washington (District of Columbia); On-site; USD 65,000 - 95,000; Full time

Job summary

F/m Investments seeks a DC-based RFP & Marketing Data Associate to manage RFPs, RFIs, DDQs, and recurring data updates supporting sales, marketing, and distribution. The role requires organization, attention to detail, and comfort with investment data, coordinating with marketing, compliance, sales, product, operations, and investment teams.

Ideal candidates will have experience with RFPs and data-heavy requests, strong writing and project-management skills, and proficiency in MS Word, Excel,

Qualifications

• 2–5+ years of experience in RFPs, proposals, DDQs, or related investment marketing/data support.
• Strong writing, editing, and project-management skills.
• High attention to detail and comfort with performance and product data.
• Ability to manage multiple deadlines and coordinate inputs from multiple teams.
• Proficiency with MS Word, Excel, and PowerPoint.
• Comfort with compliance review processes.

Responsibilities

• Own intake and tracking for RFPs, RFIs, DDQs and recurring data updates.
• Coordinate responses across marketing, compliance, sales, product, operations and investment teams.
• Maintain a reusable response library for firm, product, process, compliance, and data language.
• Track deadlines, owners, blockers, review status, and final delivery.
• Support recurring database and platform updates.
• Route materials through compliance review and manage revision follow-up.
• Provide backup support on basic marketing material updates when data-driven or compliance-related.

Skills

Writing

Project management

Attention to detail

Multitasking

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

F/m Investments seeks a DC-based RFP & Marketing Data Associate to manage RFPs, RFIs, DDQs, and recurring data updates supporting sales, marketing, and distribution. The role requires organization, attention to detail, and comfort with investment data, coordinating with marketing, compliance, sales, product, operations, and investment teams.

Ideal candidates will have experience with RFPs and data-heavy requests, strong writing and project-management skills, and proficiency in MS Word, Excel,