RFP Responses & PowerPoint Specialist

Alan Biller and Associates; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Group life

Disability

401(k)

Take-what-you-need time off

Certification reimbursements

Job summary

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.

Responsibilities

• 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.

Skills

MS Word & PowerPoint proficiency

RFP software (Qvidian)

Data comprehension

Team collaboration

Project discipline

Synthesized writing

Education

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

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

Tools

Qvidian

Job description

The RFP Responses & PowerPoint Specialist coordinates and writes comprehensive Request for Proposal (RFP) responses for institutional financial clients. Working within an established proposal team, this role focuses heavily on clear financial writing, questionnaire coordination, and formatting high-stakes client presentation decks. The ideal candidate translates complex investment strategies and market data into highly persuasive, brand-compliant narratives and scannable visual slides.

Key Responsibilities

• Own the process: Manage the end-to-end drafting cycle for RFPs, RFIs, and Due Diligence Questionnaires (DDQs).
• Coordinate stakeholders: Manage proposal timelines by assigning tasks and extracting technical input from subject matter experts (SMEs).
• Draft tailored content: Write clear narratives detailing investment philosophies, risk management, and regulatory compliance.
• Maintain the database: Update and curate the centralized proposal content library (e.g., Loopio, Responsive, or Qvidian).
• Ensure strict compliance: Review all answers against institutional brand standards and strict financial regulatory guidelines.

PowerPoint Design & Presentation Support

• Standardize pitch decks: Format and refine final-round presentation decks using established financial service templates.
• Visualize market data: Convert complex financial charts, performance tables, and portfolio metrics into clean, scannable slides.
• Streamline visual layouts: Clean up layout spacing, typography, and alignment to ensure a sophisticated corporate aesthetic.
• Support finals prep: Partner with the relationship management teams to structure the narrative flow of pitch meetings.

Required Skills & Qualifications

Technical Skills

• Advanced MS Productivity Suite: Mastery of Microsoft Word (styles and formatting) and PowerPoint (master slides and charting).
• RFP Software Experience: Direct hands-on experience using proposal database software such as Qvidian.
• Data Comprehension: Ability to read and correctly position investment performance data, tables, and asset management concepts.
• Team Collaboration: Ability to integrate seamlessly into an established team structure and take direction from senior team members.
• Project Discipline: Exceptional organizational skills to manage concurrent deadlines across multiple proposals.
• Synthesized Writing: Strong editorial skill to translate dense financial jargon into accessible, value-driven client language.

Education & Experience Requirements

• Education: Bachelor’s degree in Finance, Economics, Communications, or Marketing.
• Experience: 3+ years of experience in B2B proposal writing, specifically within banking, asset management, or financial services.

• medical
• dental
• vision
• group life
• short and long-term disability
• 401(k)
• a “take what you need” time off policy
• reimbursement of expenses for work related certifications such as CFA, CAIA and CIPM.

Company:

Since 1982, Alan Biller and Associates has specialized in fiduciary consulting to employee benefit plans. As of April 2026, we consult on approximately $170 billion in client assets. Of that we have discretion as OCIO over approximately $75 billion, making us one of the largest OCIOs to US defined benefit plans. We have an impeccable reputation for ethical behavior, and for making recommendations and decisions based on strong and independent research. We do not offer any proprietary products. The Firm has a practice of promoting from within and rewards significant contributors to the Company.

In determining the base salary, relevant and number of years’ experience are considered.

Alan Biller and Associates is an equal opportunity employer. Candidates must be legally authorized to work permanently in the US to be considered. We are unable to provide visa sponsorship for this position.