Proposal Writer, Diligence Services (Temporary) jobs in United States
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Atlantic Group · 9 hours ago

Proposal Writer, Diligence Services (Temporary)

Atlantic Group is hiring a Proposal Writer, Diligence Services in Dallas, TX. In this temporary role, you’ll manage RFPs, RFIs, and DDQs across investment and client service teams, collaborating with experts in portfolio management, compliance, and marketing.

B2BHuman ResourcesStaffing Agency
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Growth Opportunities

Responsibilities

Lead the creation and delivery of high-quality RFP, RFI, and DDQ responses for institutional and intermediary clients
Work with Portfolio Management, Legal, Compliance, Marketing, and Operations to collect and verify proposal content
Write, edit, and tailor responses to ensure accuracy, consistency, and alignment with brand standards
Maintain and update internal databases to keep proposal content current and reliable
Review deliverables for accuracy and compliance while identifying opportunities to enhance efficiency and content management

Qualification

RFP ManagementContent DevelopmentProposal ToolsMicrosoft OfficeInvestment KnowledgeCommunication SkillsProject ManagementDetail-OrientedCollaboration

Required

Bachelor's degree in English, Communications, Marketing, Finance, or a related field required
3-5 years of experience writing and managing RFPs, RFIs, and DDQs, preferably within investment management, financial services, or legal sectors
Proficient in Microsoft Office and content management systems, with familiarity in proposal tools such as Loopio, Qvidian, or RFPIO
Understanding of investment products, performance metrics, and compliance processes within the asset management industry
Strong communicator with the ability to simplify complex concepts while staying organized, detail-oriented, and collaborative

Company

Atlantic Group

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Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.

Funding

Current Stage
Growth Stage

Leadership Team

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John Ricco
Founding Partner
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Company data provided by crunchbase