RFP Writer

About the Role and Company Values

At Capital Group, we encourage every associate to bring their authentic self to work and foster a culture of respect and inclusivity. We value diverse perspectives and believe that a strong sense of belonging creates better outcomes and a unified community committed to our core values: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

Compensation and Benefits

Our compensation structure includes a competitive base salary evaluated annually based on performance, plus bonuses and comprehensive benefits. A retirement plan is offered with company contributions amounting to 15% of eligible earnings, including bonuses. From day one, associates gain access to generous time-off policies, health benefits, flexible work options, and charitable matching gifts. Additionally, professional development resources are provided on demand to support ongoing learning.

Role Responsibilities

• Manage end-to-end completion of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Requests for Information (RFIs), ensuring responses are timely, accurate, and compliant with internal and external standards.
• Organize and lead kickoff meetings to clarify client requirements and deepen understanding of their needs.
• Collaborate with Sales, Performance Analytics, Product, ESG, Operations, Risk, Compliance teams, and external partners to develop persuasive written materials explaining investment philosophies and strategies.
• Analyze complex investment data, extract trends and insights, and use judgement to provide appropriate responses to complex inquiries.
• Utilize and maintain internal content management tools to refine and expand content for current and future uses.
• Respond flexibly to ad-hoc requests in a fast-paced environment.
• Serve as subject matter expert on RFP-related information and processes.
• Identify opportunities to improve workflow efficiency and implement process enhancements.
• Engage with project teams and specialists on new products and inquiries to support content development.
• Contribute to team projects involving process optimization, content creation, or technology adoption.
• Assist in onboarding and training new team members, acting as a positive role model.
• Maintain up-to-date records and reporting through content databases and service portals.

Candidate Profile

• Excellent written and spoken English communication skills.
• Strong collaboration skills and ability to build effective working relationships at all organizational levels.
• Proficient in facilitating diverse types of meetings effectively.
• Client-oriented with commercial awareness, supporting sales efforts and asset growth strategically.
• Risk-aware, capable of identifying and escalating issues as appropriate.
• Demonstrates intellectual curiosity, sound judgement, adaptability, and analytical thinking in complex and ambiguous situations.
• Thorough understanding of investment strategies and portfolio metrics.
• Advanced numerical and quantitative data analysis capabilities.
• Proficiency with Microsoft Word, PowerPoint, and Excel.
• Good organizational and project management skills to handle multiple deadlines and priorities efficiently.
• Ability to balance and negotiate among multiple stakeholders in high-pressure environments.
• Strong attention to detail with capability to manage high volume work accurately both independently and collaboratively.
• Informed on current and emerging industry policies, practices, trends, and technologies.
• Open to leveraging new technologies, including AI-assisted drafting tools, to enhance efficiency and consistency in workflows.

Preferred Qualifications

• Relevant experience preparing RFPs or DDQs within asset management or financial services, spanning various seniority levels.
• Capacity to work under tight deadlines managing multiple priorities.
• Commitment to continuous improvement and meticulous attention to detail.

Equal Opportunity Employer Statement

Capital Group is fully committed to equal employment opportunities in compliance with all applicable laws, prohibiting discrimination based on factors such as race, religion, gender identity, age, disability, sexual orientation, veteran status, and other protected characteristics.