Investment Proposal Specialist

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$61,842 U.S. median for this role

Projected growth (BLS Employment Projections)

+1.9% - Slower

Matched to SOC 11-1021 - Operations aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Operations From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Investment Proposal Specialist Are you interested in generating new business? Are you strongly interested in the financial industry in particular investments? Are you tech- and data-savvy? Do you work accurately? We are looking for you! As part of our RFP team, you'll help respond to detailed client questionnaires that showcase our products, people, and investment strategies. These responses are key to winning new business and maintaining strong client relationships. You'll manage RFPs end-to-end, working with large datasets, automating repetitive tasks, and presenting insights clearly. A structured, analytical mindset and a willingness to learn are essential. While deep technical skills aren't required, being comfortable with data analytics tools (see “Your Experience and Skills”) will help you deliver faster, more insightful responses. The main tasks of your role are: • To co-ordinate and produce accurate, timely RFPs, RFIs (Requests for Information) and DDQs (Due Diligence Questionnaires) for prospect clients and existing clients according to internal brand/style guidelines and compliance regulations. • To collaborate closely with portfolio managers, investment specialists and subject matter experts to improve RFP answers, ensure key messages are understood, and present our capabilities in the most compelling way possible. • To ensure the RFP database is kept up-to-date and accurate, and quality continually improved • To help the team identifying and implementing digital solutions

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