RFP Writer - Agility

156

United States of America
Denver
AmCo
Investment Teams
Full Time

The RFP Writer will work within the Agility Outsourced Chief Investment Officer platform to create RFP and DDQ responses in support of business development efforts. The Agility platform manages assets for an institutional client base consisting primarily of endowments and foundations.

This position is located in the Firm’s Denver, CO office.

Responsibilities include:

  • Manage the coordination and completion of RFPs and DDQs from start to finish.
  • Research and write tailored, persuasive, high-quality responses to RFPs to support business development efforts.
  • Develop strong relationships throughout the firm to enhance productivity and the RFP process overall.
  • Effectively manage and coordinate time and responsibilities related to RFP preparation and distribution.
  • Become a subject matter expert of the business and processes; develop, maintain, and demonstrate a thorough understanding of the business.
  • Commit to improving the efficiency of the RFP process and the quality of RFP submissions.
  • Maintain certain datasets to support the RFP process.
  • Maintain Agility’s Qvidian RFP database.
  • Assist with identifying business development opportunities and prospects.

Desired Skills and Background:

  • Bachelor’s Degree required with strong academic track record.
  • 5+ years of work experience focused on RFP writing; financial services experience is strongly desired.
  • Experience with Qvidian, PMAPS, or another proposal software is preferred.
  • Strong oral and written communication skills. Ability to clearly communicate information to an institutional client base.
  • Understanding of basic investment concepts and asset classes, including equities, fixed income, hedge funds, real assets and private capital.
  • Experience with Excel, PowerPoint and Word.
  • Strong work ethic and eagerness to learn in a highly intellectual, fast-paced environment.
  • Ability to work independently as well as within a team; self-starter.
  • Strong organizational skills and exceptional detail–orientation; work product is accurate and completed on a timely basis.
  • Ability to multi-task and prioritize numerous projects at once.

Agility Description:

Agility is an award-winning Outsourced Chief Investment Officer providing investment management services to endowments, foundations, families and other institutional investors.  The firm invests in strategies across public markets (equities and fixed income), real assets, absolute return, and private capital and manages approximately $11.4 billion as of November 30, 2020.  Agility is headquartered in Denver with additional offices in New York and Austin.  For more information on Agility, please visit: https://www.agilitycio.com/ 

 

About Perella Weinberg Partners

Perella Weinberg Partners is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, institutions, governments, sovereign wealth funds, and the financial sponsor community. The Firm offers a wide range of advisory services to clients in the most active industry sectors and global markets. With approximately 600 employees, PWP currently maintains offices in New York, Houston, London, Calgary, Chicago, Denver, Los Angeles, Paris, Munich, and San Francisco. For more information on Perella Weinberg Partners, please visit: http://www.pwpartners.com.

Perella Weinberg Partners is an Equal Employment Opportunity (EEO) employer. It is the policy of the Firm to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status.

This opportunity is closed to applications.