RFP Specialist, Investment Proposals - Parametric

Role Overview The Request for Proposal (RFP) Specialist is responsible for supporting the Institutional and Wealth Management distribution channels by responding to recurring and ad‑hoc due diligence requests with a focus on firm- and strategy-level information. The position requires high initiative, detail orientation, excellent communication, and the ability to collaborate across multiple internal teams. Primary Responsibilities Construct drafts and independently complete Requests for Proposals / Information (RFP/RFI) and similar sales due diligence requests, managing deadlines and compiling information from multiple internal sources. Support, and eventually independently complete, quarterly, monthly, and ad‑hoc due diligence requests. Partner with the Content Specialist to construct sample RFPs and ensure accuracy within the RFP response database (Loopio). Gain exposure to completion of Institutional RFPs and requests with higher levels of complexity/customization. Use AI and automation tools for draft development, content reuse, quality checks, and workflow enhancements. Explore and evaluate opportunities to leverage AI-enabled tools to drive efficiencies and continuous improvement. Develop a full working knowledge of the firm’s structure, key personnel, policies, procedures, and investment/product knowledge. Build strong relationships with internal subject matter experts—including product management, sales, client relations, and investment professionals—to facilitate collaboration and understand client needs. Master internal systems and workflow management with guidance from senior team members/management. Participate in projects led by Sr. RFP Specialists and/or management, and assume additional responsibilities as required. Coordinate with Data Team to ensure quantitative information accurately supports deliverables. Collaborate with compliance/legal to review and obtain approvals of materials. Qualifications 4‑year degree or equivalent, preferably in business, finance, or economics. Interest in financial services and a desire to pursue a career in the industry. 1‑3 years of work experience (incl. internships) and/or 1‑3 years of writing experience. Strong written and oral communication skills with high attention to detail and accuracy. Excellent organizational skills and the ability to handle a heavy, deadline-oriented workload. Superior project management abilities, navigating simultaneous multi‑level projects in a team environment. Proficiency in Word and Excel; additional quantitative skills preferred but not required. Demonstrated willingness to adopt and use AI-enabled tools to enhance RFP workflows and deliverable quality. Salary & Benefits Salary range: $70,000 – $140,000 per year. Eligible for discretionary incentive compensation and the relevant business unit incentive plan with a potential bonus component. Full spectrum of benefits includes Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability, Paid Time Off (including Sick Leave, Parental Leave, 20 Vacation Days annually), 10 Paid Holidays, 401(k), Short/Long Term Disability, and additional special perks. EEO Statement Morgan Stanley is an equal opportunity employer committed to building and maintaining a diverse workforce. For more information, please visit #J-18808-Ljbffr 183 Parametric Portfolio Associates LLC