Respond to Requests for Proposal (RFPs) and consultant questionnaires. Collaborate with Investment ... Some experience or internship in asset management marketing preferred; financial services industry ...
Respond to Requests for Proposal (RFPs) and consultant questionnaires. Collaborate with Investment ... Some experience or internship in asset management marketing preferred; financial services industry ...
We partner with advisors, institutions, and consultants to build portfolios focused on what is ... internships) and/or 1-3 years of writing experience preferred. * Strong written and oral ...
We partner with advisors, institutions, and consultants to build portfolios focused on what is ... internships) and/or 1-3 years of writing experience preferred. * Strong written and oral ...
We partner with advisors, institutions, and consultants to build portfolios focused on what is ... internships) and/or 1-3 years of writing experience preferred. * Strong written and oral ...
We partner with advisors, institutions, and consultants to build portfolios focused on what is ... internships) and/or 1-3 years of writing experience preferred. * Strong written and oral ...
We partner with advisors, institutions, and consultants to build portfolios focused on what is ... internships) and/or 1-3 years of writing experience preferred. * Strong written and oral ...
We partner with advisors, institutions, and consultants to build portfolios focused on what is ... internships) and/or 1-3 years of writing experience preferred. * Strong written and oral ...
We partner with advisors, institutions, and consultants to build portfolios focused on what is ... internships) and/or 1-3 years of writing experience preferred. * Strong written and oral ...
We partner with advisors, institutions, and consultants to build portfolios focused on what is ... internships) and/or 1-3 years of writing experience preferred. * Strong written and oral ...
RFP and Investment Data Specialist
Chicago, IL · On-site
$70K - $75K/yr
Respond to Requests for Proposal (RFPs) and consultant questionnaires. Collaborate with Investment ... Some experience or internship in asset management marketing preferred; financial services industry ...
RFP and Investment Data Specialist
Chicago, IL · On-site
$70K - $75K/yr
Respond to Requests for Proposal (RFPs) and consultant questionnaires. Collaborate with Investment ... Some experience or internship in asset management marketing preferred; financial services industry ...
Join client meetings, presentations, and solution discussions * Assist with proposals, RFP ... Bonus: B2B sales, consulting, SaaS, or tech internship experience What We Offer * 3-month ...
Quick apply
Join client meetings, presentations, and solution discussions * Assist with proposals, RFP ... Bonus: B2B sales, consulting, SaaS, or tech internship experience What We Offer * 3-month ...
Financial Consultant - Employee Benefits
Harrison, NY · On-site
$90K - $120K/yr
Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client ... These benefits do not apply to internship roles. Why Join IMA? We've built a reputation for putting ...
Financial Consultant - Employee Benefits
Harrison, NY · On-site
$90K - $120K/yr
Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client ... These benefits do not apply to internship roles. Why Join IMA? We've built a reputation for putting ...
Financial Consultant - Employee Benefits
Bellevue, WA · On-site
$90K - $120K/yr
Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client ... These benefits do not apply to internship roles. Why Join IMA? We've built a reputation for putting ...
Financial Consultant - Employee Benefits
Bellevue, WA · On-site
$90K - $120K/yr
Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client ... These benefits do not apply to internship roles. Why Join IMA? We've built a reputation for putting ...
Analyst
Wilmington, DE · Remote
POSITION SUMMARY The Analyst, PBM RFP Management, plays a key supporting role in helping clients ... consulting, benefits administration, or a related field (internships or academic experience ...
Quick apply
Analyst
Wilmington, DE · Remote
POSITION SUMMARY The Analyst, PBM RFP Management, plays a key supporting role in helping clients ... consulting, benefits administration, or a related field (internships or academic experience ...
Analyst
Wilmington, DE · On-site +1
$65K - $75K/yr
POSITION SUMMARY The Analyst, PBM RFP Management, plays a key supporting role in helping clients ... consulting, benefits administration, or a related field (internships or academic experience ...
Analyst
Wilmington, DE · On-site +1
$65K - $75K/yr
POSITION SUMMARY The Analyst, PBM RFP Management, plays a key supporting role in helping clients ... consulting, benefits administration, or a related field (internships or academic experience ...
... RFP discussions, and contributing to presentation slides. * Step confidently into management ... Mentor interns and Research & Implementation Associates on all aspects of project execution to ...
... RFP discussions, and contributing to presentation slides. * Step confidently into management ... Mentor interns and Research & Implementation Associates on all aspects of project execution to ...
... RFP discussions, and contributing to presentation slides. * Step confidently into management ... Mentor interns and Research & Implementation Associates on all aspects of project execution to ...
... RFP discussions, and contributing to presentation slides. * Step confidently into management ... Mentor interns and Research & Implementation Associates on all aspects of project execution to ...
Benefits Intern
Bethesda, MD · On-site
$18 - $24/hr
Internship Opportunity NFP, an Aon company, is a multiple Best Places to Work award winner in ... We are an organization of consultative advisors and problem solvers. We help companies and ...
Benefits Intern
Bethesda, MD · On-site
$18 - $24/hr
Internship Opportunity NFP, an Aon company, is a multiple Best Places to Work award winner in ... We are an organization of consultative advisors and problem solvers. We help companies and ...
Job Title Global Partnerships Intern- Brand Consulting & Solutions (NYC)
New York, NY · On-site
$22/hr
This internship will take place out of OVG's New York City office. This is a seasonal role from ... Support in updating sales tools for new business including client proposals, RFP's, term sheets ...
Job Title Global Partnerships Intern- Brand Consulting & Solutions (NYC)
New York, NY · On-site
$22/hr
This internship will take place out of OVG's New York City office. This is a seasonal role from ... Support in updating sales tools for new business including client proposals, RFP's, term sheets ...
Development Associate
$55K - $75K/yr
Coordinate with architects, engineers, consultants, contractors, and government agencies. * Manage ... Coordinate RFP, RFQ, and funding proposal submissions. * Assist with negotiations with lenders ...
Development Associate
$55K - $75K/yr
Coordinate with architects, engineers, consultants, contractors, and government agencies. * Manage ... Coordinate RFP, RFQ, and funding proposal submissions. * Assist with negotiations with lenders ...
Development Associate
Baton Rouge, LA · On-site
$55K - $75K/yr
Coordinate with architects, engineers, consultants, contractors, and government agencies. * Manage ... Coordinate RFP, RFQ, and funding proposal submissions. * Assist with negotiations with lenders ...
Development Associate
Baton Rouge, LA · On-site
$55K - $75K/yr
Coordinate with architects, engineers, consultants, contractors, and government agencies. * Manage ... Coordinate RFP, RFQ, and funding proposal submissions. * Assist with negotiations with lenders ...
Development Associate
Baton Rouge, LA · On-site
$55K - $75K/yr
Coordinate with architects, engineers, consultants, contractors, and government agencies. * Manage ... Coordinate RFP, RFQ, and funding proposal submissions. * Assist with negotiations with lenders ...
Quick apply
Development Associate
Baton Rouge, LA · On-site
$55K - $75K/yr
Coordinate with architects, engineers, consultants, contractors, and government agencies. * Manage ... Coordinate RFP, RFQ, and funding proposal submissions. * Assist with negotiations with lenders ...
Benefits Analyst I (Hybrid)
Austin, TX · On-site
$55K - $65K/yr
We are an organization of consultative advisors and problem solvers. We help companies and ... Prepare RFP and send to carriers, using appropriate tools such as Excel or other rating engines
Benefits Analyst I (Hybrid)
Austin, TX · On-site
$55K - $65K/yr
We are an organization of consultative advisors and problem solvers. We help companies and ... Prepare RFP and send to carriers, using appropriate tools such as Excel or other rating engines
Benefits Analyst I (Hybrid)
Phoenix, AZ · On-site
$55K - $65K/yr
We are an organization of consultative advisors and problem solvers. We help companies and ... Prepare RFP and send to carriers, using appropriate tools such as Excel or other rating engines
Benefits Analyst I (Hybrid)
Phoenix, AZ · On-site
$55K - $65K/yr
We are an organization of consultative advisors and problem solvers. We help companies and ... Prepare RFP and send to carriers, using appropriate tools such as Excel or other rating engines
Internship Rfp Consultant information
What are the key skills and qualifications needed to thrive as an Internship RFP Consultant, and why are they important?
What are Internship RFP Consultants?
How do Internship RFP Consultants typically collaborate with internal teams during a consulting engagement?
Job description
We are seeking a highly motivated RFP and Investment Data Specialist to complete Investment Management RFP and data/database team projects as workflow demands. This may include:
Completing and maintaining information on Investment Management division in third-party databases and applying analytical skills to evaluate and complete custom data requests for IM business development, client service, and portfolio teams and other internal customers
Respond to Requests for Proposal (RFPs) and consultant questionnaires. Collaborate with Investment Management business development and client service staff to evaluate appropriate information for qualitative responses, distinguish William Blair products and services from competitors, and assemble and deliver responses which portray William Blair in the most favorable perspective. Coordinate implementation and maintenance of RFP library for documentation and future reference and work independently with subject matter experts to maintain current and accurate approved library of responses
Specific responsibilities may also include but are not limited to:
Monitoring and updating third-party database providers and act as subject matter experts for similar data in RFPs to ensure consistency within proposals.
Apply foundational analytical expertise to support business development and client service teams across Investment Management. Requires independent management of projects to ensure data is correct and deadlines are met. Requires ability to evaluate data from multiple systems to coordinate appropriate data results.
Build knowledge of William Blair institutional investment strategies and products. Obtain information on investment philosophy, features and performance of specific investment products.
Collaborate with RFP team for questionnaire response workflows and activities. Ensure that requests are completed within established timeframes and independently work with subject matter experts on unique qualitative and quantitative answers.
Maintenance of the RFP database for documentation and future reference. Recommend appropriate responses to sales and marketing staff in accessing reference information. Independently respond to ad hoc requests for information independently.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Qualifications
Bachelor's Degree in Finance or Marketing related field preferred
Some experience or internship in asset management marketing preferred; financial services industry experience preferred
Project management and prioritization skills
Ability to collaborate across multiple functions
Strong analytical skills
Strong written and verbal communication skills
Attention to detail and quality
Knowledge of investment concepts, products and applicable regulations
Proficiency in Microsoft Office
Ability to learn multiple types of systems and industry standard data sources
About William Blair & Company
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Chicago, IL, US
Year founded
1935