Equity - RFP Writer

Location: Pune, India Experience: 3–5 Years Preferred

We are seeking a skilled RFP Writer to join our global Request for Proposal (RFP) team. In this role, you will be a critical driver of business development and client service, specializing in the creation of high-impact RFPs, RFIs, and Due Diligence Questionnaires (DDQs) for our Equity Investment Strategies.

This position offers deep exposure to the entire institutional and retail business development lifecycle—from initial opportunity screening and project management to the creation of technical investment content and final follow-up. You will act as a strategic bridge between our investment teams and global sales channels.

1. Technical Writing & Content Creation

• Proposal Development: Write and manage a high volume of RFPs and RFIs for global institutional and retail channels, focusing on Equity strategies.

• Investment Narrative: Create and maintain original content regarding investment philosophies, research processes, team structures, and competitive advantages.

• Customization: Tailor technical product language to reflect nuanced, targeted responses for specific sales opportunities and client mandates.

• Database Management: Ensure product messaging is consistent and updated within the firm’s RFP content database.

2. Stakeholder Collaboration

• Investment Partnership: Liaise directly with Portfolio Managers, Product Managers, Research Analysts, and Traders to develop new investment language and validate technical data.

• Cross-Functional Coordination: Partner with Legal, Operations, Performance, and AUM Reporting teams to gather accurate data for comprehensive client responses.

• Client Response Support: Field ad-hoc technical questions from global Client Response Centers and sales teams.

3. Project Management & Production

• End-to-End Oversight: Manage multiple concurrent projects under strict deadlines, incorporating necessary review cycles and quality controls.

• Quality Assurance: Oversee the final production of proposals, ensuring high standards in formatting, technical editing, and professional presentation.

• Follow-up: Coordinate additional information requests and follow-up work for proposals moving to advanced stages of the sales cycle.

Professional Experience

• Industry Knowledge: Solid understanding of the Equity asset class and the broader asset management industry.

• Background: 3–5 years of RFP or investment writing experience preferred. Direct experience with Equity-specific content is a significant advantage.

• Education: College degree required.

Technical & Soft Skills

• Communication Mastery: Exceptional written and verbal communication skills; ability to translate complex investment concepts into persuasive prose.

• Organizational Excellence: Strong project management skills with a proven ability to prioritize tasks and work under significant time constraints.

• Interpersonal Agility: Ability to interact effectively with senior investment professionals and global sales advisors.

• Systems Proficiency: Expert in Microsoft Word; ability to quickly master internal databases and proposal management software.

This is a high-visibility role within a leading global investment firm that rewards intellectual curiosity and disciplined execution. You will be fully invested in the firm’s growth, moving beyond simple data entry to become a subject matter expert in our Equity platform, contributing directly to the success of our global client base.