Senior Proposal and Investment Writer

Heitman; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

Heitman is looking for a Senior Proposal Writer for their Chicago office. This role involves developing responses to RFPs, updating content libraries, and editing client communications. The ideal candidate will have a Bachelor’s degree and 7 years of experience in financial services or related fields, showcasing excellent writing, editing, and communication skills.

The position requires proficiency in MS Office and experience with RFPs, making it essential for managing work in a fast-paced environment.

Qualifications

• 7 years of direct job-related experience required, specifically in financial services, real estate, or professional services.
• Knowledge in developing responses to RFPs and creating thought leadership content.

Responsibilities

• Write, organize, edit and format responses to RFPs across all products.
• Coordinate teams to establish RFP timelines and content ownership.
• Analyze and update content within the firm’s RFP database.

Skills

Strong writing, editing, proofreading skills

Direct experience leading, writing, editing and preparing RFPs

Excellent interpersonal, verbal and written communication skills

Proficient in MS Office Suite (Word, Excel, PowerPoint)

Experience working in PMAPs or Qvidian

Education

Bachelor’s degree in Journalism, English, Political Science, Marketing, or Communications

Job description

Job Description

Our Chicago office is seeking a Senior Proposal Writer who will develop responses to requests for proposals and due diligence questionnaires from consultants and prospective clients. This position will also handle updating the PMAPs content library, develop marketing collateral for the firm’s funds and strategies, and will edit client communications, including quarterly and annual reports. The Senior Proposal Writer will work across Heitman’s three complementary business units and will support the firm globally. This position will interact regularly with sales & client service, investment team members, and senior management. As the position will handle a high volume of work in a fast-paced environment, ideal candidates will exhibit strong attention to detail and the ability to effectively manage time and prioritize assignments.

Primary Duties – May include, but not limited to the following:

• Write, organize, edit and format responses to requests for proposals (RFPs) across all of Heitman’s products and geographic regions
• Analyze RFP requirements in order to write, answer, organize and edit proposal content
• Coordinate sales and investment teams to establish RFP timelines and determine content ownership
• Add new, update and maintain existing content within the firm’s RFP database
• Work with investment team members to develop and write new content
• Ensure timely deliverable of quarterly updates, including documents in RFP library and updates to proposal database
• Responsible for updating consultant databases on a regular basis
• Provide feedback and recommendations to improve processes
• Responsible for tracking, analysis and/or reporting on trends and RFP process effectiveness

Write and coordinate development of various thought leadership pieces that can be leveraged across multiple platforms and present the firm’s investment capabilities in the context of global secular and cyclical macroeconomic developments and client investment challenges and objectives.

Collaborate with resident experts and author articles to be published in target industry and other publications.

Review and edit client communications, including quarterly and annual reports.

Responsible for tracking, analysis and/or reporting on effectiveness.

Qualifications

Education: Bachelor’s degree required. Degrees in Journalism, English, Political Science, Marketing, or Communications preferred.

Experience: 7 years of direct job-related experience required. Experience in financial services, real estate, or professional services industry a must.

Knowledge, Skills, and Abilities – Essential:

• Strong writing, editing, proofreading skills
• Direct experience leading, writing, editing and preparing RFPs
• Direct experience leading, writing, editing and preparing thought leadership and content programs
• Excellent interpersonal, verbal and written communication skills
• High level of professionalism, client service skills and an enthusiastic team player
• Ability to work efficiently and handle multiple projects in a fast-paced environment
• Must be a results-oriented self-starter with strong attention to detail
• Proficient in MS Office Suite (Word, Excel, PowerPoint), SharePoint
• Experience working in PMAPs or Qvidian preferred

Equal Employment Opportunity

Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.