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RFP Writer

StepStone Group
United States, Charlotte
Posted 27 days ago Permanent Competitive Salary

Position Overview:

StepStone is currently seeking candidates with excellent project management and strong writing skills for an Analyst position within StepStone’s global RFP Team.  This person will work in a team that supports the global RFP and business development efforts across StepStone, as well as other communications to source and service potential clients as StepStone continues to grow.   The Analyst’s primary role is to draft proposals, presentations, and other analyses in response to requests from prospective clients. As a result, the Analyst will collaborate with and have exposure to all levels across the Firm, including the research, business development, finance, legal, compliance, and HR teams.  The person should have a solid understanding and interest in investments, the private markets space (specifically, private equity, infrastructure, real estate, and private debt), strong interpersonal skills, and project management skills. 

The ideal candidate will possess a bachelor’s degree and at least two years of relevant work experience in financial or legal services.  The Analyst will demonstrate maturity, reliability, attention to detail, and the ability to prioritize multiple projects.

Essential Job Functions:

  • Responsible for completing RFPs/RFIs and client requests, including writing and editing content, working with a cross-functional team to obtain all the necessary information, and ensuring that the final product is accurate and delivered on time
  • Assist in maintaining central database of responses to ensure content is kept up to date
  • Strong commitment to high-quality writing, demonstrated ability to produce compelling and compliant proposals against aggressive deadlines, and working in a global team environment
  • Critically assess the accuracy and relevance of content provided by cross-functional team members in response to RFPs/RFIs
  • Respond to industry surveys and ad hoc requests
  • Provide support on developing presentations and managing agenda for on-site client presentations (post-COVID)
  • Assist with various other projects and analyses for the Firm’s Business Development teams

Other Requirements:

  • Bachelor’s degree in finance, business, or Liberal Arts
  • Minimum of 2 years of related financial services (private equity, or investment management a plus) or paralegal experience
  • Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
  • Strong ability to multi-task and manage time in a detail-oriented environment
  • Strong written and verbal communication skills (writing sample requested)
  • Fluency with Microsoft Office (Excel, PowerPoint, Word)
  • Follow up skills and attention to accuracy and detail are essential

About us:

Working out of 23 offices in 14 countries, StepStone has a truly global viewpoint.  As people are our biggest asset, we offer resources to help our employees reach their full potential.  Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.  

Join us:

When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.  

Disclaimer / Policy Statements:

At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure.  

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