Eaton Vance
RFP Writer - Proposal Strategist
Boston, MA
Nov 13, 2024
Full-time
Full Job Description

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

We are looking for a career-minded RFP Writer with a global perspective to join our Business Development Services (BDS) team. BDS supports MSIM’s investment teams, consultant relations, institutional and intermediary new business acquisition efforts. Proposal Strategists are responsible for the project management and completions of RFPs, RFIs and DDQs; collaborating with investment teams, sales and various stakeholders throughout the business to manage their execution. This includes creating compelling strategic value propositions, writing new content, and editing existing responses to tailor them for individual prospects. RFP Writers are responsible for maintaining stock language in our database (Loopio). Members work in a fast-paced collaborative team environment.

The successful candidate has experience in or knowledge of the investment management industry. Experience with RFP writing and sophisticated investment industry knowledge is desired.

Responsibilities

- Completion of RFPs/RFIs/DDQs utilizing best practice

- Specialize in an asset class/strategies

- Maintenance of the strategy section of RFP database (Loopio), as assigned, to ensure all information is refreshed regularly

- Contribution towards on-going efficiency and quality improvement

- Perform related duties as assigned

- A minimum of two years RFP writing experience within the asset management industry

- Superior writing, editing and proofreading skills

- Ability to focus on small details while maintaining larger picture

- Ability to think and write from a prospect’s perspective

- Ability to build strong, trusted relationships with sales, investment professionals and SMEs

- Ability to work independently but also function as a key contributor in a collaborative team

- Ability to manage multiple tasks simultaneously, effectively project manage and deliver outstanding work products under tight deadlines

- Strong organisational and analytical skills

- Excellent verbal and written communication and interpersonal skills

Expected base pay rates for the role will be between $75,000 and $80,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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Job Information
Job Category:
Finance
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RFP Writer - Proposal Strategist
Eaton Vance
Boston, MA
Nov 13, 2024
Full-time
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