Senior RFP Institutional Writer

Daley And Associates, LLC; Boston (MA); On-site; USD 85,000 - 115,000; Full time

Job summary

A prominent investment management firm in Boston seeks a Senior RFP Institutional Writer. The role involves leading the creation of RFPs, collaborating with various teams, and managing RFP databases. Candidates should have a bachelor's degree and over 6 years of experience in investment management, with strong communication skills. This position offers a salary between $85,000 and $115,000, requiring three days onsite weekly.

Qualifications

• Bachelor’s degree in Finance, Business, English, Communications, or related discipline required.
• 6+ years of experience in investment management or proposal writing.
• Strong understanding of institutional asset management and financial markets.

Responsibilities

• Lead the creation of RFPs, RFIs, and DDQs for institutional clients.
• Collaborate with teams across the organization to source accurate information.
• Manage updates to the RFP database and enhance related processes.

Skills

RFP writing

Investment management

Project management

Communication

Detail-oriented

Education

Bachelor’s degree

Tools

Responsive

RocketDocs

Qvidian

RFP360

Job description

Overview

Senior RFP Institutional Writer - Investment Management in Boston, MA. Lead the creation and delivery of comprehensive RFPs, RFIs, due diligence questionnaires (DDQs), and client updates to support the firm’s international institutional business. Work with global sales, investment, marketing, and compliance professionals to position the firm’s capabilities to prospective and existing institutional clients across multiple regions. Ideal candidates will have 6+ years of RFPs, RFIs, and DDQs experience within investment management.

Responsibilities

• Lead the creation of institutional proposals: Write, edit, and deliver tailored responses to RFPs, RFIs, and DDQs that effectively position the firm’s investment capabilities, operational infrastructure, and client service model.

• Develop and refine proposal language: Draft new content for complex topics and enhance existing responses to ensure messaging is clear, persuasive, and aligned with brand standards.

• Collaborate across the organization: Partner with investment teams, client service, compliance, operations, and marketing to source accurate information, develop consistent messaging, and ensure timely completion of deliverables.

• Maintain consultant deliverables: Prepare and update quarterly materials for institutional consultants, ensuring accuracy and consistency across channels.

• Manage RFP database: Oversee content updates within the RFP system, monitor accuracy, and ensure that new or revised content is captured and maintained for global use.

• Support data requests: Provide timely, accurate data and information to internal and external stakeholders, ensuring high service standards.

• Enhance processes: Contribute to streamlining and improving processes for gathering, distributing, and maintaining RFP content and institutional data.

Qualifications

• Bachelor’s degree required (Finance, Business, English, Communications, or related discipline); advanced degree or CFA designation is a plus.

• 6+ years of experience in investment management, institutional marketing, or proposal writing, with a proven track record in RFP/DDQ creation.

• Strong understanding of institutional asset management and financial markets, including investment strategies, products, and operational structures.

• Demonstrated ability to translate complex investment concepts into clear, concise, client-focused language.

• Hands-on experience with RFP software such as Responsive, RocketDocs, Qvidian, or RFP360.

• Superior project management skills: ability to coordinate multiple projects, meet tight deadlines, and thrive in a fast-paced environment.

• Excellent communication and interpersonal skills; able to interact confidently with subject matter experts and senior leaders.

• High attention to detail, accuracy, and quality control.

Employment details

• Permanent position with compensation ranging between $85,000 and $115,000 (depending on experience).

• Onsite requirement: 3 days per week in Boston office.

How to apply

If you are interested in learning more about this opportunity, please email your resume to Olivia at [e-mail].