Senior RFP Writer - Investments

The Company

Our client stands as a recognized leader in the private credit sector, delivering a diverse suite of both listed and unlisted investment products.

These offerings are designed to provide a broad spectrum of investors—from individual clients to large-scale global institutions—with strategic access to private market opportunities.

The Opportunity

Due to company growth, an exciting opportunity has arisen for a Sydney based investment professional to join their high performing Investor Relations team as a Senior RFP Writer.

The successful candidate will take responsibility for the entire process of answering RFPs, RFIs and industry questionnaires across the entire product offering.

Key Accountabilities

• Manage the RFP process, answering and editing RFP's/RFI's/Questionnaires and tracking statistics on products and services offered and RFP production


• Research and write responses to customised RFP's including, but not limited to plans, operational procedures, investment statistics and process descriptions


• Using, maintaining, and updating the RFP knowledge database and content management


• Cultivating strong working relationship with product managers, portfolio managers and other divisions firm-wide, to facilitate high quality responses required to complete sales and client documentation


• Updating generic and product related marketing materials (including pitch-books, presentations, fund fact sheets and performance spreadsheets)


• Create ad hoc reports and client communication materials


• Answer requests for information concerning the firm, product characteristics and performance information


• Assist in collating presentation material on an ad-hoc basis for the Business Development Managers.

Ideal Experience:

• Previous experience in any of the following areas: RFP Writer/management, investment research/research house, asset consulting or investment specialist


• Strong investment technical knowledge (any asset class)


• Excellent writing abilities and editing skills with the ability to translate sophisticated investment concepts into marketing materials for a variety of audiences


• Investment industry knowledge across a wide range of investment vehicles


• Strong commercial knowledge of the industry and competitor landscape would be preferred but not essential


• A good team worker, capable of building strong and trusted internal working relationships across businesses and functions to deliver required results.


• Drive and determination to succeed in dynamic environment

Why Apply:

• Great opportunity to join a reputable and growing business


• Play a key role for the business


• Strong culture

If you think this would be the ideal next role for you and you have the desired experience, then please click on the link below or send your resume directly to Agnes at avillanyi@parityconsulting.com.au

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