RFP Writer - Investment Management

Overview :

- Responsible for completion of proposals for private market prospects that are more 'standard' in nature.

Responsibility

- Responsible for pre-populate standard content

- Formatting of proposal

- Loading into proposal software (Rocket Docs)

- Proficient in researching, analysing existing proposals to populate information in current proposals

- Completing & Writing the proposal through coordination with different stakeholders

- Act as tenured RFP writer to customise the proposals & highlight the value which Organisation can bring to the client

- Submission of proposals would require client/advisor interaction through emails

- Assists with the coordination and completion of Consultant Databases, Vendor Profiles and Proposal Software Database updates on a quarterly, semi-annual or annual cadence through applications such as RPAG, Envestnet, In Hub, RFP360, etc. as well as responding to IT Security questionnaires

- Coordinate and conduct planning/strategy sessions with stakeholders, sales executives and appropriate Subject Matter Experts (senior management, legal, IT, product, plan administration, implementation, investments, etc.) to address the scope of the RFP, issues, product questions and establish ownership and timeframe for RFP completion

- Assess information needs, conduct research and contact functional representatives to retrieve and coordinate all required information and manage RFP process through completion, prior to deadline

- Forward updates to the RFP proposal database manager with new/custom responses on a regular basis

- Assist with any post-RFP submission requests including follow-up questions or requests for additional content/materials

Knowledge & Experience

- Bachelors/Masters degree or equivalent

- Must have 3-5 years of Investment Management experience

- 5-7 years of overall proposal writing experience

- Strong writing and overall communication skills, project management skills and relationship building

- Strong organizational skills, ability to handle multiple priorities with limited assistance

- Strong Microsoft office abilities

- Ability to manage competing priorities under tight deadlines

- Understanding US market and industry

- Working knowledge of Rocket Docs application will be a plus Shift timings

- Shift timings - Might vary anytime between 9:00 am till 1:00 pm IST start time Preferred Grade - L3 will be suitable for the role

Mandatory Domain

- US Investment Management VOYA INDIA Overview VOYA INDIA is a joint venture between U.S. financial services company Voya Financial and SLK, a software services company.

We are a dynamic technology & business process transformation company that provides world-class technology & business process management services, with an emphasis on quality, speed & optimization driven through automation. VOYA INDIA leverages the expertise of both firms to deliver innovative solutions to Voyas Retirement, Employee Benefits and Investment Management businesses.

More information is available at : - www.vfislk.com Overview Responsible for completion of proposals for private market prospects that are more 'standard' in nature.