Senior RFP Analyst & AVP — Fixed Income Proposals (Hybrid)

Income Research + Management; Boston (MA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Hybrid work environment

Medical, dental, vision insurance

401(k) retirement plan

Job summary

Income Research + Management, a Boston-based investment firm, seeks an AVP, Senior RFP Analyst to support the Marketing Information Team. You will craft responses to RFPs, DDQs, and regulatory questionnaires, ensuring accuracy and strong business writing.

The role provides exposure to buy-side fixed income, opportunities to work with Investment and Client Service teams, and a hybrid work model with four days on-site per week.

Qualifications

• 5+ years of investment industry experience with at least 3 years of RFP writing.
• Superior communication skills - verbal and written.
• Proficiency in Microsoft Word and Excel; familiarity with PowerPoint and SharePoint a plus.
• Excellent organizational skills with strong attention to detail and deadlines.
• Ability to work on multiple high priority requests and adapt to changing priorities.

Responsibilities

• Vet, coordinate, produce, and submit RFPs and other questionnaires with proper content and formatting.
• Populate and conduct data integrity checks of investment-related databases.
• Provide peer reviews for questionnaire work.
• Leverage Excel-based internal reports for data.
• Collaborate with subject-matter experts to create and update responses.

Skills

RFP writing

Attention to detail

Time management

Cross-functional collaboration

Strong communication

Multiple priorities

Education

Bachelor's Degree

Tools

Word

Excel

PowerPoint

SharePoint

eVestment

Morningstar

Job description

Income Research + Management, a Boston-based investment firm, seeks an AVP, Senior RFP Analyst to support the Marketing Information Team. You will craft responses to RFPs, DDQs, and regulatory questionnaires, ensuring accuracy and strong business writing.

The role provides exposure to buy-side fixed income, opportunities to work with Investment and Client Service teams, and a hybrid work model with four days on-site per week.