Request For Proposal (RFP) Analyst

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Job description

Job Description Overview The Opportunity:As a Request for Proposal (RFP) Analyst at Fisher Investments, you will train and partner with the other members of the RFP team on completing the more nuanced and complex in-depth questionnaires (RFPs) for prospective and current institutional clients around the world. Reporting to the RFP Team Lead, you will work with other teams including Relationship Managers (Sales, Service and Consultant), Portfolio Management Group, Responsible Investment & Engagement team, amongst others to help create and maintain responses for our international institutional client base.The Day-to-Day:Quarterback the RFP process to create and draft written responses regarding Fisher's investment process, strategies, and other questions askedCommunicate with departments across the firm to provide our prospects, clients and consultants with detailed information about our firm to create new and compelling responses for the RFP Team to use on requestsProvide internal operational, project and data support for our Institutional GroupCollaborate with teams across the firm, including Senior Management, Research, Institutional Relationship Managers, Portfolio Management, Investment Operations, IT and moreWork with the RFP team lead on RFP elevations, reviews and troubleshootingCreate, develop, document and implement workflows and process improvements, advanced and topic-specific trainingWork on projects to help the Intuitional group put their best foot forward in sales opportunitiesYour Qualifications:5+ years experience with proposal writingKnowledge in capital markets, investment strategies, and the institutional landscapeExperience using Microsoft SuiteDemonstrated project management skills, as well the ability to navigate complex environmentsAbility to interface with various levels of management within the Institutional group and the CompanyU.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER