Senior RFP Specialist

Job title: Senior RFP Specialist

Company: Morgan Stanley


Job description: Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.The Senior RFP Specialist reports to the Head of Distribution and works closely with all members of Atlanta Capital’s sales and client service team, Investment Teams, and Investment Specialists. As well, the professional will be Atlanta Capital’s main liaison to Morgan Stanley Investment Management’s BDS (Business Development Services) Team. This individual will possess high initiative and the ability to work in a strong team environment. The optimal candidate must possess prior investment marketing experience and an understanding of equity and fixed income investments; be detail oriented; have excellent communication and organizational skills, particularly writing skills; and be able to handle a heavy, deadline-oriented workload.Primary Responsibilities

• Assume primary responsibility for handling Requests for Proposal (RFPs) from prospective clients, consultants and 3rd party intermediaries across all business channels. This entails compiling detailed descriptions and data analysis of products and strategies from available sources;
• Respond to ad hoc, non-RFP requests for information;
• Maintain product content in consultant and third party databases;
• Have ability to edit content with quality investment writing skills;
• Acquire broad understanding of Atlanta Capital products and all applicable content and data resource;
• Interact with Subject Matter Experts to obtain specialized data or content. Form relationships with individuals at all levels of the organization;
• Develop management relationship skills via increasingly independent interaction with Subject Matter Experts;
• Support the sales and client service professionals, as needed;
• Assume other responsibilities, as required;

Job Requirements

• Bachelor’s degree;
• 3-5 years’ minimum experience in the financial services industry, minimum 2 years experience as a member of an either a retail or institutional RFP team;
• Solid understanding of the investment management business as well as the ability to respond to complex RFPs and coordinate process as a senior team member;
• Knowledge of RFP databases (Loopio), eVestment Alliance, Powerpoint, Excel, MS Office applications;
• Some familiarity with consultant databases and content within;
• Strong organizational and time management skills, ability to multi-task;
• Ability to work under pressure and meet strict deadlines in a fast-paced, deadline-driven environment;

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.We’re committed to bringing passion and customer focus to the business.Morgan Stanley’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Expected salary:

Location: Atlanta, GA

Job date: Wed, 19 Feb 2025 23:56:07 GMT

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