Alternatives Private Markets RFP Writer and Presentation Designer - AVP
$100k - $167.5kState Street
Position Overview State Street’s Global Product organization is undergoing a period of significant transformation to enhance scalability, transparency, and commercial performance across the Alternatives business. The RFP Writer / Presentation Designer is responsible for leading the end-to-end development of high-quality, Alternative competitive proposals as well as marketing materials that differentiate the organization in a demanding, fast-paced environment. This role combines writing excellence, project management discipline, creative communication, and technology enablement to deliver compelling, client-ready submissions. Strong knowledge of Alternative Investments and fund structures is critical. The ideal candidate will also play a key role in crafting visually compelling presentations, as well as ensuring the consistency and quality of document formatting across Microsoft PowerPoint, Word, Excel, and Adobe Acrobat Pro. While production and formatting tasks are part of the role, emphasis is placed on innovative design and creative input. Primary Responsibilities Own full lifecycle of RFP, RFI, and DDQ responses from intake through submission Lead cross-functional coordination across Sales, Product, Technology, Legal, and Operations Manage timelines, deliverables, and quality control to ensure on-time, accurate submissions Drive response strategy, positioning, and differentiation aligned to client objectives Develop clear, concise, and compelling proposal content tailored to client requirements Translate complex business, technical, and investment concepts into client-facing narratives Maintain and evolve content libraries, templates, and reusable materials Enhance proposals through charts, diagrams, and structured visual storytelling Integrate narrative and design to deliver polished, professional submissions Ensure consistency in tone, branding, and formatting Apply structured project management to manage multiple concurrent proposals Design and execute PowerPoint pitch books and client presentations Apply and update client templates to presentations with consistency and technical formatting Create company branded and client charts, graphs, tables, icons and other infographics Create fully functional client branded PowerPoint templates Implementation of design principles such as layout, alignment, color theory, typography, and visual hierarchy to create visually appealing and effective presentations Perform photo re‑touching and photo manipulation Perform Logo creation, recreation or vectorization Design or recreate highly detailed and complex maps (shale, oil, pipelines) Design print collateral (invitations, signage, and banners) Leverage AI tools and prompt engineering to accelerate drafting and enhance quality Design automation workflows to improve efficiency, scalability, and content reuse What we value (Skills & Capabilities) 5+ years of experience as a RFP Writer or similar capacity designing and editing financial documents, spreadsheets and presentations Expert knowledge of Microsoft PowerPoint, Word, Excel (non-technical), and Adobe Acrobat Pro Proven experience in proposal management, RFP writing, or bid management Experience with proposal platforms and content management tools Strong project management skills with ability to manage complex initiatives Exceptional writing and editing expertise (journalism or equivalent experience preferred) Advanced knowledge of Adobe Photoshop, InDesign, and Illustrator Strong knowledge and experience designing infographics, financial charts, tables and graphs Ability to work independently on a project or collaboratively as a team player and able to integrate with a diverse team with varying opinions and ideas Ability to take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards Ability to work with a job ticketing system, work well under pressure and make quick sound decisions Flexible and open to changing priorities and managing multiple tasks simultaneously within tight deadlines Research skills - know the places to look and manage time spent efficiently Strong aptitude to acclimatize and learn quickly Job Requirements and Minimum Qualifications Preferred Bachelor’s Degree in Communications, Marketing, Graphics, Business or related field Salary Range: $100,000 - $167,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street’s comprehensive benefits program, which includes our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long‑term disability, and other optional additional coverages; paid‑time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax‑advantaged savings plans. For a full overview, visit Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. #J-18808-Ljbffr State Street
$100k - $167.5k
...scalability, transparency, and commercial performance across the Alternatives business. The RFP Writer / Presentation Designer will lead end‑to‑end development of high‑quality alternative competitive proposals and marketing materials in a demanding, fast‑paced environment. This...PrivateTemporary workFlexible hours$100k - $167.5k
STATE STREET CORPORATION is seeking an RFP Writer / Presentation Designer in Boston, MA, to lead the development of high-quality proposals and marketing materials. This position requires 5+ years of experience and proficiency in project management and creative communication...Suggested- Overview Job Title: Investment Writer Location: Boston MA (Hybrid)... ...-person depending on location RFP Writer-Proposal Strategist MSIM Marketing Investment Management Investment... ...equity, fixed income, alternatives and private markets. MSIM offers its clients...PrivateWorldwide
- ...A leading financial services firm is seeking a Head of Private Markets and Alternatives in Boston, MA. This senior role involves managing strategy and execution in Hedge Fund Services and Private Markets, requiring extensive experience in application development and proven...Private
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...is seeking a Fund Accounting & Administration, AVP to manage a team and deliver accounting services for alternative investment client relationships. Responsibilities... ...Bachelor's in accounting or finance and 5-6 years of Private Equity experience. The position offers a salary...Private- Overview Job Title: Head of Private Markets and Alternatives Head of Private Markets and Alternatives This senior leader will be responsible for managing a range of strategy and execution activities for the business, including planning, execution and delivery of application...Private
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Tax Partner - Alternative Investments - CPA Firm - Boston - Hybrid A national CPA firm is expanding... ...practice Serve as a trusted advisor to private equity, hedge fund, venture capital, and... ...Drive business development and expand market presence across New England Advise on...Private$150k - $175k
...KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate... ...communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic...PrivateFull timeWork at officeLocal areaWork visa- RFP/DDQ Writer, Vice President, Deal Management and 1 more Job Description At BNY, our culture allows us to run our company better and enables... ...paid volunteer time. Earnings and Compensation BNY assesses market data to ensure a competitive compensation package for our...Work at officeWorldwideFlexible hours
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...Responsibilities Build coordinated marketing campaigns aligned with Global Private Wealth (GPW) fundraising... ...landing pages, digital assets, presentations, and related collateral. Manage... ...preferably within asset management, alternatives, or financial services. Compensation...PrivateWork at officeRemote workHome office1 day per week$72.25k - $85k
...Marketing Content Writer and Editor Job Category: Marketing Requisition Number: MARKE001337... ...investment strategies across traditional and alternative asset classes. Our differentiated... ...equipped with comprehensive resources designed to deliver competitive long-term performance...Full timeLocal areaFlexible hours$74k - $104k
...is seeking an Associate for Product Marketing in Global Private Wealth. The role involves launching US... ...developing sales materials, and managing RFP responses. Candidates should have 3-5... ..., with strong project management and presentation skills. A hybrid work model is...Private$80k - $140k
Job Description The Alternatives Product organization seeks a qualified leader with strong... ...must have excellent verbal, written and presentation skills, be highly organized, and have a... ...apply that knowledge in the solution design and development phases. Skills Highly...PrivateTemporary work$90k - $100k
...generous vacation allowance, private medical and dental insurance,... ...to join us as Senior Medical Writers in our Medical Communications... ...exciting expansion in the US market. This is a unique opportunity... ...was established in 2020. This presents opportunities to shape and...PrivatePermanent employmentFull timeTemporary workWork at officeImmediate startWork from homeFlexible hours$90k - $157.5k
...responsible for delivering accounting and administrative services for alternative investment client relationships. In addition to strong... ...’s degree in Accounting or Finance, with 5 to 6 years in Private Market. The salary range is $90,000 - $157,500 annually. #J-18808-...Private$170k - $252.5k
STATE STREET CORPORATION is seeking a Senior level manager for its Alternative Investments Private Market Services team. The successful candidate will demonstrate exceptional interpersonal skills, manage key client relationships, and oversee various business functions...Private$110k - $120k
Senior Associate, Product Marketing For over forty years, HarbourVest has been home to a... ...of core launch deliverables such as the presentation, factsheet, DDQ, PPM content, and other... ...Solid knowledge of financial markets, private equity is a plus Familiarity with investment...PrivateRemote work$225k - $325k
...Services (IS), and Private Client Group (PCG),... ...Portfolio Management Design, implement, and... ...diagnostic reviews and RFP responses. Build... ...facing portfolio and market update meetings, calls, and presentations. Contribute... ...across traditional and alternative asset classes. Demonstrated...PrivateFull timeWork at officeLocal area$120k - $180k
...insight to help public and private sector clients tackle complex... ...Advisory portfolio, promoting and marketing Steer’s Commercial Advisory... ..., proposal development, presentations, and negotiations.... ...great work. Our benefits are designed to support your health, wellbeing...PrivateLocal areaFlexible hours- ...seeking entry-level Analysts and Medical Writers in Boston to present and analyze clinical data... ...projects in medical communications and market access. Ideal candidates hold a Bachelor... ...salaries, and generous benefits like private medical insurance and a 401K plan. #J...Private
$70k - $73k
...detailed analysis and presentation of clinical data, which... ..., flexible hours, private medical and dental insurance... ...Analyst and Medical Writer positions are ideal... ...Evidence Development and Market Access. You will join... ...evidence involves study design, data acquisition and...PrivatePermanent employmentFull timeTemporary workWork at officeRemote workWork from homeFlexible hours- Senior Associate - Product Development (Private Markets) asset-management, Private Equity, Product Management Perm Hybrid If you’ve ever... ..., MBA, or equivalent experience is a plus Familiarity with alternative fund structures, private wealth vehicles, or institutional...PrivatePermanent employment
$160k - $190k
...services across healthcare communications and marketing to our clients, including top players in... ...we've put together a benefits program designed to give you the support you and your... ...holiday and paid time off, options for private medical, dental, and vison plans, and support...PrivateWork experience placementLocal area- ...local insight to help public and private sector clients tackle complex... ...and externally in the market; Collaborate with internal... ...clear, client-ready reports and presentations tailored to investor audiences... ...infrastructure sector and/or design/construction/operation/...PrivateWork experience placementLocal areaFlexible hours
$52k - $94.12k
...We Are Looking For We are looking for a Senior Associate Position for our Quincy location to service Private Equity Clients for our Custody division of our Alternative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow...PrivateTemporary work- Position Title RFP Writer‑Proposal Strategist Location & Hybrid Details Can sit in Boston or NYC (1585 Broadway), 4x on‑site per week, hybrid model. Interviews via Zoom or in‑person as per location. Compensation Pay 53.34 / hr W2, or 60 / hr C2C. Position Description...
- Boston Globe Media is seeking a Marketing Copywriter/Content Expert to create impactful messaging for campaigns, emails, and onboarding experiences. The ideal candidate will have proven copywriting experience in marketing or advertising, exceptional editing skills, and...Remote jobContract work
- eTeam is looking for an Investment Writer to join the Business Development Services team in Boston, MA. This role entails managing and... ...propositions. The ideal candidate will have at least two years of RFP writing experience within the asset management sector, strong...
$53.34 per hour
Lenmar Consulting Inc is seeking a career-minded RFP Writer-Proposal Strategist to join their Business Development Services team. This position requires a minimum of two years of RFP writing experience within the asset management sector. The successful candidate will excel...Hourly pay- ...Description Support the execution of audits for alternative investment fund clients, including hedge funds, venture capital, and private equity funds, by performing audit testing... ...professional services advisor to middle‑market businesses and organizations nationwide....Private
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