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Rfp Investment Jobs (NOW HIRING)

T Rowe Price

RFP Editor

Baltimore, MD · Hybrid

Working within stated deadlines, the RFP Editor collaborates directly with senior stakeholders in Sales, Marketing, Investments, Legal and other business units, to strategically and accurately ...

T Rowe Price

Associate RFP Editor

Baltimore, MD · Hybrid

The RFP Associate Editor functions as the primary liaison with key principals from our global ... Communicating with sales, client service and investment professionals to assess prospect and client ...

T Rowe Price

Associate RFP Editor

Baltimore, MD · Hybrid

The RFP Associate Editor functions as the primary liaison with key principals from our global ... Communicating with sales, client service and investment professionals to assess prospect and client ...

T Rowe Price

RFP Editor

Baltimore, MD · On-site

We take an active, independent approach to investing, offering our dynamic perspective and ... The RFP Editor functions as the primary liaison with key principals from our global distribution ...

T Rowe Price

RFP Specialist

Baltimore, MD · Hybrid

Coordination with global distribution units and subject matter experts (e.g. product, investment ... The RFP Specialist is responsible for supporting senior RFP team members as well as managing less ...

RPMGlobal

Investment Officer--Public Markets

Oak Brook, IL · On-site

$139.51 - $153.46/hr

Lead and/or participate in public markets manager searches, including creating RFP documents ... All Investment Officers will also be cross trained to perform all of the tasks and must be familiar ...

Franklintempleton

Sr RFP Specialist

Boston, MA · On-site +1

The Global RFP Team develops high-quality Requests for Proposal (RFPs), Due Diligence ... Through strong partnerships with Sales, Consultant Relations, Investments, Product Management ...

Franklintempleton

Sr RFP Specialist

Baltimore, MD · On-site +1

The Global RFP Team develops high-quality Requests for Proposal (RFPs), Due Diligence ... Through strong partnerships with Sales, Consultant Relations, Investments, Product Management ...

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Showing results 21-40

All JobsRfp Investment Jobs

Rfp Investment information

See salary details

$11K

$78.7K

$140K

How much do rfp investment jobs pay per year?

As of Aug 22, 2026, the average yearly pay for rfp investment in the United States is $78,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What is the difference between Rfp Investment vs Financial Analyst?

AspectRfp InvestmentFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; industry certifications like CFA beneficialBachelor's degree in finance, accounting, or related field; CFA often preferred
Work EnvironmentInvestment firms, asset management companies, or financial servicesCorporations, banks, investment firms, or consulting agencies
Primary ResponsibilitiesManaging investment proposals, evaluating RFPs, and making investment recommendationsAnalyzing financial data, preparing reports, and supporting investment decisions

Rfp Investment professionals focus on managing investment proposals and evaluating RFPs to guide investment decisions, often working in asset management or investment firms. Financial Analysts analyze financial data and prepare reports to support investment strategies. While both roles require finance credentials and work in similar environments, Rfp Investment emphasizes proposal management, whereas Financial Analysts focus on data analysis and reporting.

What cities are hiring for Rfp Investment jobs?

Cities with the most Rfp Investment job openings:

What states have the most Rfp Investment jobs?

States with the most job openings for Rfp Investment jobs include:

What job categories do people searching Rfp Investment jobs look for?

The top searched job categories for Rfp Investment jobs are:

Rfp Investment jobs near you
Infographic showing various Rfp Investment job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.

RFP Responses & PowerPoint Specialist

Alan Biller

Menlo Park, CA • On-site

$110K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 17 days ago

Job description

The RFP Responses & PowerPoint Specialist coordinates and writes comprehensive Request for Proposal (RFP) responses for institutional financial clients. Working within an established proposal team, this role focuses heavily on clear financial writing, questionnaire coordination, and formatting high-stakes client presentation decks. The ideal candidate translates complex investment strategies and market data into highly persuasive, brand-compliant narratives and scannable visual slides.
Key Responsibilities
RFP Coordination & Financial Writing
  • Own the process: Manage the end-to-end drafting cycle for RFPs, RFIs, and Due Diligence Questionnaires (DDQs).
  • Coordinate stakeholders: Manage proposal timelines by assigning tasks and extracting technical input from subject matter experts (SMEs).
  • Draft tailored content: Write clear narratives detailing investment philosophies, risk management, and regulatory compliance.
  • Maintain the database: Update and curate the centralized proposal content library (e.g., Loopio, Responsive, or Qvidian).
  • Ensure strict compliance: Review all answers against institutional brand standards and strict financial regulatory guidelines.

PowerPoint Design & Presentation Support
  • Standardize pitch decks: Format and refine final-round presentation decks using established financial service templates.
  • Visualize market data: Convert complex financial charts, performance tables, and portfolio metrics into clean, scannable slides.
  • Streamline visual layouts: Clean up layout spacing, typography, and alignment to ensure a sophisticated corporate aesthetic.
  • Support finals prep: Partner with the relationship management teams to structure the narrative flow of pitch meetings.

Required Skills & Qualifications
Technical Skills
  • Advanced MS Productivity Suite: Mastery of Microsoft Word (styles and formatting) and PowerPoint (master slides and charting).
  • RFP Software Experience: Direct hands-on experience using proposal database software such as Qvidian.
  • Data Comprehension: Ability to read and correctly position investment performance data, tables, and asset management concepts.

Professional Competencies
  • Team Collaboration: Ability to integrate seamlessly into an established team structure and take direction from senior team members.
  • Project Discipline: Exceptional organizational skills to manage concurrent deadlines across multiple proposals.
  • Synthesized Writing: Strong editorial skill to translate dense financial jargon into accessible, value-driven client language.

Education & Experience Requirements
  • Education: Bachelor's degree in Finance, Economics, Communications, or Marketing.
  • Experience: 3+ years of experience in B2B proposal writing, specifically within banking, asset management, or financial services.

Benefits:
We offer a full complement of benefits including medical, dental, vision, group life, short and long-term disability, 401(k), a "take what you need" time off policy and reimbursement of expenses for work related certifications such as CFA, CAIA and CIPM.
Company:
Since 1982, Alan Biller and Associates has specialized in fiduciary consulting to employee benefit plans. As of April 2026, we consult on approximately $170 billion in client assets. Of that we have discretion as OCIO over approximately $75 billion, making us one of the largest OCIOs to US defined benefit plans. We have an impeccable reputation for ethical behavior, and for making recommendations and decisions based on strong and independent research. We do not offer any proprietary products. The Firm has a practice of promoting from within and rewards significant contributors to the Company.
In determining the base salary, relevant and number of years' experience are considered.
Alan Biller and Associates is an equal opportunity employer. Candidates must be legally authorized to work permanently in the US to be considered. We are unable to provide visa sponsorship for this position.

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