RFP & PowerPoint Specialist for Financial Proposals

Alan Biller and Associates; United States; Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Medical

Dental

Vision

Group life

Disability

401(k)

Take-what-you-need time off

Certification reimbursements

Résumé du poste

Alan Biller and Associates seeks a skilled RFP Responses & PowerPoint Specialist to craft compelling, brand-compliant proposals for institutional clients. You’ll translate investment concepts into clear narratives and visuals, coordinate inputs from SMEs, and ensure regulatory compliance.

In this role you will design and standardize pitch decks, visualize performance data, and support high-stakes client presentations, working within a collaborative proposal team.

Qualifications

• Bachelor’s degree in Finance, Economics, Communications, or Marketing.
• 3+ years of B2B proposal writing experience in banking, asset management, or financial services.
• Mastery of Word/PowerPoint styles and templates.
• Hands-on experience with proposal databases such as Qvidian.
• Ability to read investment performance data and present clearly.

Responsabilités

• Own the end-to-end drafting cycle for RFPs, RFIs, and DDQs.
• Coordinate timelines and extract input from SMEs.
• Draft clear narratives detailing investment philosophies and risk management.
• Maintain and curate the proposal content library (Loopio/Responsive/Qvidian).
• Ensure responses comply with brand standards and regulatory guidelines.
• Format and refine pitch decks and visualize market data for client meetings.

Connaissances

MS Word & PowerPoint proficiency

RFP software (Qvidian)

Data comprehension

Team collaboration

Project discipline

Synthesized writing

Formation

Bachelor’s degree in Finance, Economics, Communications, or Marketing

3+ years of B2B proposal writing experience in banking/asset management/financial services

Outils

Qvidian

Description du poste

Alan Biller and Associates seeks a skilled RFP Responses & PowerPoint Specialist to craft compelling, brand-compliant proposals for institutional clients. You’ll translate investment concepts into clear narratives and visuals, coordinate inputs from SMEs, and ensure regulatory compliance.

In this role you will design and standardize pitch decks, visualize performance data, and support high-stakes client presentations, working within a collaborative proposal team.