Remote Investment Management Proposal Writer

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Mon, May 01, 2023

Job Summary

A financial services company is searching for a person to fill their position for a Remote Investment Management Proposal Writer.

Individual must be able to fulfill the following responsibilities:

  • Be responsible for creating customized sales proposal documents for prospects and clients
  • Take ownership and build solutions, focusing on what matter
  • Respond to inbound requests for proposal (RFPs) and requests for information (RFIs

Must meet the following requirements for consideration:

  • Bachelor's degree (or equivalent) required, preferably with a liberal arts, marketing, business, or communications focus
  • Minimum of 2 years’ related working experience in the financial services industry and/or RFP writing
  • Ability to edit, re-write, format and/or customize written content
  • Strong written and verbal communication skills
  • Strong analytical skills and ability to spot inaccurate or inconsistent data
  • PC proficient, particularly in Adobe and Microsoft Office applications

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