The Global RFP Team, with professionals in New York, Chicago, London, Hong Kong, and Tokyo, partners closely with each of the firm’s distinct distribution channels and investment teams to develop high-quality, client-focused responses to Requests for Proposals (“RFPs”), Due Diligence Questionnaires (“DDQs”), and other due diligence materials for prospective and existing investors.
The team supports all distribution channels and client segments globally, responding to requests from the firm’s various client types from around the world. The team is committed to consistently and efficiently delivering high-quality proposals to enhance our global sales, marketing, and client service efforts. The senior RFP writer will collaborate across the firm gaining broad exposure to the asset management industry and building relationships with investment professionals and senior stakeholders across multiple functions.
We are seeking a highly motivated, detail-oriented RFP professional who thrives in a fast-paced environment and proactively identifies opportunities to enhance the quality, timeliness, and efficiency of our submissions. Working as part of the Global RFP Team, the successful candidate will ensure that all RFPs are completed in a timely manner and tailored to investor and submission requirements.
Primary Responsibilities:
Manage the end-to-end coordination, drafting, and completion of RFPs and DDQs across a range of strategies and client types
Ensure deadlines are met and that messaging is consistent, accurate, and compliant across all questionnaires by following a structured, multi-step review and sign-off process
Collaborate with Subject Matter Experts ("SMEs") throughout the firm to craft accurate, compelling responses to standard and customized questions
Develop a clear understanding of the RFP/DDQ process and assignments, and communicate clearly and succinctly—both in writing and verbally—about project status, priorities, and information needs with the RFP team and SMEs, as appropriate
Leverage AI tools available at the firm to enhance the quality and efficiency of questionnaires produced
Maintain and regularly enhance a centralized database of standard RFP responses. This includes drafting, updating, and quality-controlling content to reflect product, regulatory, and firm-level developments
Develop an in-depth understanding of the firm's product offerings, investment capabilities, and key performance and risk concepts, applying this knowledge to ensure technically accurate and investor-relevant RFP content
Contribute to improvement efforts, including identifying opportunities to streamline processes, enhance content quality, and share best practices across the team
Qualifications:
Undergraduate degree (finance, economics, business, or related field preferred)
10+ years’ experience in an RFP role, or in a closely related role within asset management or broader financial services. Fixed Income experience a plus
Demonstrated experience managing complex, deadline-driven projects with multiple stakeholders and workstreams
Ability to self-manage time and priorities in a fast-paced, deadline driven environment
Exceptional attention to detail with excellent organizational and problem-solving skills
Strong written and verbal communication skills, with the ability to clearly and succinctly communicate in a variety of settings and styles
Self-starter with proven initiative and the ability to work both independently and as part of a broader team
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Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $120,000-$150,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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