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Request For Proposal (RFP) Analyst

Plano, TX, United States
Operations
11407

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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 asked
  • Communicate 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 requests
  • Provide internal operational, project and data support for our Institutional Group
  • Collaborate with teams across the firm, including Senior Management, Research, Institutional Relationship Managers, Portfolio Management, Investment Operations, IT and more
  • Work with the RFP team lead on RFP elevations, reviews and troubleshooting
  • Create, develop, document and implement workflows and process improvements, advanced and topic-specific training
  • Work on projects to help the Intuitional group put their best foot forward in sales opportunities

Your Qualifications:

  • 5+ years experience with proposal writing
  • Knowledge in capital markets, investment strategies, and the institutional landscape
  • Experience using Microsoft Suite
  • Demonstrated project management skills, as well the ability to navigate complex environments
  • Ability to interface with various levels of management within the Institutional group and the Company
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

Why 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 dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We 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

 

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