Senior RFP Strategist — Investment Management
Aristotle Capital Management
Aristotle Capital Management, Boston-based, is seeking a Senior Associate, RFP to ensure accuracy and strategic positioning of our firm information across client-facing materials. You will produce high-quality RFPS/RFIs/DDQs, tailor responses to client requirements, maintain product profiles, and collaborate with CPMs, SMEs, Legal and Compliance. Hybrid Boston; salary $95,000–$110,000 with discretionary bonus. #J-18808-Ljbffr Aristotle Capital Management
$120k - $202.5k
...Looking For The Sustainable Investing Strategist supports the development and... ..., legal and compliance, and senior stakeholders. The role... ...sustainable investing-related RFP and DDQ responses for the assigned... ...of experience in asset management, investment management,...SuggestedFull timeTemporary workFlexible hours- Aristotle is seeking a Senior Associate, RFP to ensure accurate, strategic positioning of firm information across client-facing materials. You will produce high-quality RFPs, RFIs, and DDQs while maintaining product profiles in consultant databases. You will collaborate...Suggested
$132.5k - $198.5k
...millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLEThe Senior Strategist - Content Management serves as the subject matter expert for content automation strategy and scalable content solutions leveraging the...SeniorFull timeLocal areaRemote workFlexible hours- eTeam is looking for an Investment Writer to join the Business Development Services team in Boston, MA. This role entails managing and completing RFPs while collaborating closely with investment... ...will have at least two years of RFP writing experience within the asset...Suggested
$120k - $215k
Description The CompanyLiberty Mutual Investments (LMI) manages Liberty Mutual Insurance Group’s (... ...macro, equity, credit) Equity Strategist Macro / Economics Strategist Credit Strategist... ...decision-oriented outputs for IC and senior leadership Present allocation views,...SuggestedTemporary workLocal areaFlexible hours$106.48k - $159.72k
Ahold Delhaize USA is seeking a candidate for sourcing/category management roles based in Quincy, MA. This position involves advanced category understanding, vendor management, and negotiation skills. Applicants should have 4+ years of experience and a Bachelor's degree...SeniorFlexible hours$120k - $202.5k
...institutional investors rely on us to help them manage risk, respond to challenges, and drive... ...responsibility. Join us.At State Street Investment Management, our mission is to invest... ...to join our team of Investment Strategists in our Outsourced Chief Investment Officer...Full timeTemporary workFlexible hours$85k - $115k
...A prominent investment management firm in Boston seeks a Senior RFP Institutional Writer. The role involves leading the creation of RFPs, collaborating with various teams, and managing RFP databases. Candidates should have a bachelor's degree and over 6 years of experience...Senior- Allspring Global Investments in Boston is seeking a Sr. Trading Systems Application Strategist with deep OMS/EMS integration experience to support trading workflows and market data interfaces. The role focuses on pre-trade and post-trade compliance, working with the compliance...Senior
$75k - $175k
...an Employee Success Business Partner to drive customer-centric strategies focusing on service excellence and employee lifecycle management. This role requires experience in SaaS or life sciences, with a keen understanding of commercial dynamics. The position includes...SeniorFlexible hours- Senior to Principal Data Engineer (SQLserver, Financial Services), Boston, MA. Hybrid,... ...Our client, a well-established financial management firm in downtown Boston, seeks a contract... ...or common methodologies, which the Investment Technology division will then use.Leverage...SeniorPermanent employmentContract workWork at officeLocal area3 days per week
$132.5k - $198.5k
...build more secure and prosperous futures. THE ROLE The Senior Strategist - Content Management serves as the subject matter expert for content automation... ...around the world have trusted MFS to achieve their investment goals. Since 1924, when our founders invented the mutual...SeniorLocal areaRemote workFlexible hours- Franklin Templeton in the United States is seeking a Senior RFP Specialist to lead the development of complex RFPs, RFIs, and DDQs, ensuring timely, high-quality responses that reflect the firm’s capabilities. You will partner with Sales, Legal, Compliance, and other stakeholders...Senior
- Vertex Pharmaceuticals in Boston seeks a Supply Chain Senior Specialist / Buyer to support material operations in a GMP environment. You will manage procurement for multiple sites, execute purchase orders, and collaborate with suppliers and cross-functional teams. The...Senior
- Franklin Templeton Investments is seeking a Senior RFP Specialist to lead the development of complex RFPs, RFIs, DDQs, and other client questionnaires. You will coordinate with Sales, Investments, Legal, and Marketing to produce compelling responses and maintain brand consistency...Senior
- M&T Bank Corporation in Boston, MA, seeks an Investment Associate within Wealth Advisory Services to support integrated wealth management aligned with client goals. You will maintain market knowledge, communicate economic information to clients, develop IPS, implement...
$140k - $205k
...is seeking a strategic and experienced Senior Manager, Client Development - Real Estate Industry... ...legal advisor across the real estate investment lifecycle. Reporting to the Director of... ...LeadershipOversee the development of pitch materials, RFP responses, and client presentations that...SeniorFull time- Collaborate with OCIO and CAM Relationship Managers to address client strategic asset allocation issues Develop long-term, customized... ...working with not-for-profit and planned giving clients Investment management or portfolio management experience within a multi-asset...
$135k - $230k
#LI-MC3 #LI-Hybrid CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to ...SeniorFull time$85k - $115k
...Overview Senior RFP Institutional Writer - Investment Management in Boston, MA. Lead the creation and delivery of comprehensive RFPs, RFIs, due diligence questionnaires (DDQs), and client updates to support the firm’s international institutional business. Work with global...SeniorPermanent employmentWork at office3 days per week- Title: Senior Manager, Buyside Operational RiskOffice Status: Hybrid - Boston, MABase Salary: $100k - $125kOverviewA leading, growth-oriented investment management firm is seeking an experienced operational risk professional to join its high-performing Risk and Control...Senior
- ...Great Gray is seeking a Senior Investment Analyst to join its Investment team in Boston. This role supports portfolio management, manager research, and client support, requiring advanced Excel skills and a strong background in investment management. With 6+ years of experience...Senior
- Lockton Northeast is seeking a Senior Financial Consultant to manage analytical responsibilities supporting producers, consultants, and client teams across Health & Welfare offerings. The role requires mentoring associates, guiding financial analytics, and driving growth...Senior
$100k - $130k
BXP in Boston seeks a Treasury Manager to manage cash flow, corporate investments, and banking. You'll oversee daily banking operations, manage cash forecasting, and produce cash analysis reports. The ideal candidate holds a Bachelor’s degree in Accounting or Finance with...Senior- Lprs seeks a Senior Business and Financial Operations Specialist to configure, implement, and maintain financial data systems for accurate... ...internal teams, migrate data, oversee workflow implementations, manage user access, and create reports, training materials, and...Senior
- ...fieldCPA candidates preferredAbility to manage deadlines, work on multiple assignments... ...the execution of audits for alternative investment fund clients including hedge funds, venture... ..., referring more complex concerns to senior team members.Contribute to research on technical...Senior
$90k - $110k
...financial services clients in Boston is in search of a Senior Finance Associate - Partner Investments. This role is hybrid, 3 days a week, in office.Key... ...and coordinate with external advisors* Oversee cash management and treasury-related activities* Assist with tax documentation...SeniorWork at office3 days per week- ...State Street Investment Management is seeking a senior Solution Architect to design and enable hands‑on solution architectures across Investment Management, Product, and Client Experience. The role delivers end-to-end architectures, collaborates with POD teams and System...Senior
$77k - $202k
...are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations,... ...issues critical to their strategic and operating success. As a Senior Associate you analyze complex problems, mentor others, and maintain...SeniorFull timeH1b$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte... ...that improve decision-making, manage risk, and drive financial and operational... ...organizations, as well as through our own investments, commitments, and actions across areas that...SeniorLocal area
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