RFP & Product Marketing Analyst

RFP & Product Marketing Analyst | San Mateo, CA

A privately owned boutique investment firm with over $25 billion in assets under management is seeking an RFP & Product Marketing Analyst to join its marketing and client service team. The role will focus on RFP and questionnaire management, internal marketing support, and client reporting and analytics.

Responsibilities:

• Write, edit, and craft responses to Request for Proposal (RFP) and Request for Information (RFI)
• Respond to client-specific inquiries from consultants or advisors
• Gather and analyze relevant data and answers from different financial software
• Create and update factsheets, presentations, and commentaries
• Support the Sales team with ad-hoc marketing materials, product positioning materials, and reporting
• Maintain and update external performance reporting databases and client databases
• Analyze necessary data and respond to data requests from clients or their advisors

Other Responsibilities & Internal Coordination

Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects

Requirements:

• 2+ years of experience in RFP or product marketing within financial services
• Strong analytical and data validation skills
• Outstanding writing skills with the ability to utilize AI
• Proven ability to manage multiple priorities in a small-team environment
• Familiarity with RFP software such as Responsive (RFPIO), Loopio, Qvidian, or similar platforms

Compensation:

The compensation for this role includes a base salary of $70,000-$140,000, a discretionary annual bonus, and a comprehensive benefits package. The actual salary within this range will be based on factors such as experience, credentials, and other relevant qualifications, with some flexibility for exceptional candidates. The firm offers an employee-owned culture with a collegial, entrepreneurial environment that prioritizes long-term career growth and retention.