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TAL Life LTD
Boston, MA, United States
Analyst, Global RFP Management page is loaded Analyst, Global RFP Management Apply locations Boston time type Full time posted on Posted 5 Days Ago job requisition id JR-10323 At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and hea
Job Source: TAL Life LTDFiera Capital
Boston, MA, United States
At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. Your Growth & Empowerment: We have ambit
Job Source: Fiera CapitalHarbourVest Partners
Boston, MA, United States
Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and
Job Source: HarbourVest PartnersLoomis, Sayles & Company
Boston, MA, United States
Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles curre
Job Source: Loomis, Sayles & CompanyTopfolio
Boston, MA, United States
We are seeking a highly experienced Website Marketing Analyst to join our team on a contract basis to cover a maternity leave. In this role, you will play a vital role in driving website traffic and conversions for our B2B and B2C clients through data-driven marketing strategies. This is a hybrid position requiring 2 days in the office and the r
Job Source: TopfolioLoomis Sayles
Boston, MA, United States
Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loom
Job Source: Loomis SaylesBay Shore Staffing
Boston, MA, United States
Successful, well-known Financial firm looking for a highly skilled Senior Product Analyst with expertise in PowerPoint and Request for Proposal (RFP) processes. In this role, you will play a critical part in the development and enhancement of our product offerings, utilizing your analytical skills and proficiency in presentation software to communi
Job Source: Bay Shore StaffingGuardian Life
Boston
**Position Summary** How did you fall into proposal management? We all have our own story to tell, but when it’s the right fit, it’s like finding the long-lost career that you never knew was a possibility. Guardian is looking for talented proposal professionals who seek to embrace the strategy of each case while moving the industry forward. If you
Job Source: Guardian LifeBoston, MA, United States
Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $310 billion in assets under management for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS , the core characteristics of who we aspire to be as employees and an organization. I NCLUSIVE & DIVERSE - D EDICATED TO TEAMWORK – E XCELLENT – A CCOUNTABLE – L EADERS - S OLUTION-ORIENTED
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
About the Role
The Marketing Analyst role will provide you with the opportunity to collaborate with many of the departments across the firm and develop knowledge of both equity and fixed income investment offerings. The analyst will partner with investment teams to ensure consistent and concise messaging depicting Loomis Sayles’ products and capabilities to help drive new business across new and/or cross selling opportunities.
About the Team
Loomis’ Global RFP Content and Development team currently has 13 members located in the US, primarily in the firm’s Boston office. Team members partner with subject matter experts across the firm to develop responses to and complete complex and highly customized new business proposals and requests for information for prospects, consultants and clients. The team covers all product offerings, vehicle types, and asset classes offered by the firm, both domestic and global. Team members work closely with Loomis’s sales, consultant relations and relationship management groups, based in the US, Europe and Asia, and they also work with our parent company’s US and international business development units to complete requests for Loomis’ product offerings.
Job Responsibilities
Partner and build relationships with Distribution, Relationship Management, Strategic Marketing, Legal & Compliance, ESG and other internal teams to deliver responses to proposals and other requests.
Support Institutional Services professionals by completing complex and highly customized RFPs, RFIs, consultant questionnaires, and ad -hoc requests for the firm's Fixed Income and Equity products in a fast-paced environment.
Use multiple LS proprietary technology tools and resources to complete requests for information.
Collaborate with personnel at Loomis’ parent company Natixis, to respond to domestic and offshore requests.
Support Relationship Management teams by assisting with existing client questionnaires.
Work with Legal and Compliance to ensure that RFP and RFI responses are legally compliant.
Use project management skills to manage multiple, highly visible assignments simultaneously.
Qualifications & Education Requirements
3+ years of experience writing RFPs and/or preparing marketing materials for Fixed Income and Equity investment products within an investment management firm.
Familiarity with institutional channels/investors (public funds, Taft-Hartley, corporate, endowments and foundations, insurance, defined contribution, sub-advisory, registered investment advisors and institutional intermediaries).
Experience working on ESG related investment management content.
A bachelor’s degree and significant work experience and progress toward an MBA and or the CFA a plus.
Ability to independently respond to complex RFPs/RFIs, coordinate the process, and effectively interact with all departments in the firm to produce customized proposals for large mandates.
Ability to work in a demanding, fast-paced environment, demonstrating flexibility, project management, organizational and multi-tasking skills.
Strong writing and verbal communication skills.
EEOC and Diversity S tatement
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender , age, national origin, religion, sexual orientation, gender identity, status as a vete ran, and basis of disability or any other federal, state or local protected class.
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RFP Marketing Analyst jobs in Boston, MA, United States
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