RFP & PowerPoint Specialist — Financial Proposals

Alanbiller; Northern (KY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision

Group life insurance

Short and long-term disability

401(k)

Take what you need time off

Reimbursement for CFA/CAIA/CIPM

Job summary

Alan Biller and Associates seeks a skilled RFP Responses & PowerPoint Specialist to craft comprehensive responses for institutional clients and to design compelling presentation decks. You will translate investment concepts and market data into persuasive, brand-aligned narratives and scannable slides, coordinating with SMEs and the proposal team.

Responsibilities include managing end-to-end drafting for RFPs, RFIs and DDQs; coordinating timelines; refining content for investment philosophy,

Qualifications

• Bachelor's degree in Finance, Economics, Communications, or Marketing.
• 3+ years of B2B proposal writing experience in banking, asset management, or financial services.

Responsibilities

• Own end-to-end drafting of RFPs, RFIs, and DDQs.
• Coordinate timelines and extract input from SMEs.
• Draft narratives detailing investment philosophies, risk management, and regulatory compliance.
• Maintain centralized proposal content library (Loopio, Responsive, Qvidian).
• Ensure compliance with brand standards and financial regulations.

Skills

MS Word & PowerPoint

RFP software (Qvidian)

Investment data interpretation

Education

Bachelor's degree in Finance/Economics/Communications/Marketing

Tools

Qvidian

Job description

Alan Biller and Associates seeks a skilled RFP Responses & PowerPoint Specialist to craft comprehensive responses for institutional clients and to design compelling presentation decks. You will translate investment concepts and market data into persuasive, brand-aligned narratives and scannable slides, coordinating with SMEs and the proposal team.

Responsibilities include managing end-to-end drafting for RFPs, RFIs and DDQs; coordinating timelines; refining content for investment philosophy,