Marketing Analyst (RFP Writer) jobs in United States
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GW&K Investment Management · 16 hours ago

Marketing Analyst (RFP Writer)

GW&K Investment Management is seeking a driven, detail-oriented Marketing Analyst (RFP Writer) to join their Boston headquarters. This role is critical in supporting the firm’s marketing and sales initiatives, focusing on RFPs, DDQs, and client data requests while collaborating closely with senior team members to enhance communication and business development objectives.

Financial Services
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Comp. & Benefits

Responsibilities

Drive proposal excellence: Prepare, edit, and customize RFPs, DDQs, and other written materials for consultants, advisors, and current or prospective clients — ensuring all responses are accurate, compelling, and aligned with GW&K’s messaging
Manage the RFP/DDQ process: Oversee the end-to-end workflow from request intake through submission, ensuring deadlines and quality standards are consistently met
Maintain and enhance marketing resources: Manage the RFP response library to keep content accurate, organized, and easy to access. Lead the annual SME review to ensure materials reflect the latest insights and updates. Familiarity with AI tools and automation systems is a plus
Support data management: Compile, validate, and distribute performance, characteristics, personnel, and asset data across teams and systems on a monthly, quarterly, and ad hoc basis
Enhance digital marketing tools: Update and maintain GW&K’s presence on third-party databases and due diligence platforms (e.g., eVestment via Omni, Diligence Vault, etc.)
Collaborate across the firm: Work closely with investment, sales, investment administration, and legal & compliance teams to ensure marketing materials and communications reflect current insights and align with strategic priorities
Contribute to broader initiatives: Participate in special marketing projects that advance brand consistency, improve internal processes, and strengthen client engagement

Qualification

RFP managementFinancial services experienceData analysisMicrosoft OfficeProject managementSeismicEVestmentOmniInvestment knowledgeInterpersonal skills

Required

Bachelor's degree required
2–4 years of experience in financial services — ideally within institutional marketing, RFP management, or investor relations
Exceptional writing and editing skills with the ability to translate complex investment concepts into clear, accurate, and engaging language
Strong project management skills, with the ability to balance multiple priorities, meet strict deadlines, and maintain exceptional accuracy
Comfort working with data, identifying inconsistencies, and drawing insights from quantitative information
Excellent interpersonal skills and the ability to build effective working relationships across departments and levels of seniority
Skilled in Microsoft Office; ability to learn new systems quickly
A proactive, resourceful self-starter who takes ownership of deliverables and brings creativity and initiative to the team

Preferred

Experience with tools such as Seismic, eVestment, and Omni preferred
Familiarity with investment concepts and financial markets preferred

Benefits

Discretionary bonus
Commission

Company

GW&K Investment Management

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Founded in 1974, GW&K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the needs of a diverse client base.

Funding

Current Stage
Growth Stage

Leadership Team

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Harold Kotler
Chief Executive Officer, Chief Investment Officer
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Tom Powers
Co-CEO
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Company data provided by crunchbase