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Freelance RFP Writer

  • Job type: Contract
  • Location: Princeton, New Jersey
  • Salary: Competitive
  • Job reference: 488803/001_1568200267
  • Sector: Selby Jennings, Sales
  • Date posted: 11/09/2019

We currently have a requirement for a Freelance RFP Writer to join a major Financial Organisation on their on going project. This position is on a contract basis which concludes February 2020 and is located in Princeton, NJ.


  • Coordinate the completion of new business RFPs and DDQs for US retail products (i.e. mutual funds, SMAs, models, CITs, etc.) in a professional, accurate and timely manner
  • Own a variety of client queries and drive them through to resolution, ensuring they are handled with due care and attention and responded to appropriately, within agreed timeframes
  • Serve as the primary point of contact for relationship managers, sales teams and sales support teams who have received RFPs and DDQs from their clients
  • Collaborate closely with other RFP teams across the business to ensure consistent and high quality responses
  • Ensure continuous improvement of team processes and drive innovative use of resources
  • Take responsibility for contributing to the maintenance and audit of core content

Required Skills

  • 2-5 years financial services experience in a similar role or function
  • Experience processing and writing RFP and DDQ for US mutual funds and Separately Managed Accounts
  • Exhibits a client-focused attitude and be dedicated to offering the highest level of client service
  • Proactive team-player who understands that a highly organized team can drive better performance
  • Ability to build and maintain strong relationships with stakeholders and colleagues at all levels
  • Drive and determination, with a willingness to learn and innovate
  • Ability to work independently with minimal guidance or supervision
  • Demonstrates an aptitude for problem solving and shows willingness to go the extra mile for clients
  • Possesses strong organizational and analytical skills, with good attention to detail
  • Ability to manage and control priorities to meet deadlines
  • Excellent written and verbal communication skills
  • Knowledge in Microsoft software such as Outlook, Word, Excel and PowerPoint
  • 40 Act Subadvisory and Collective Trust Funds experience is a plus