Job opportunity
Senior Proposal Specialist
Investment Management Partners
Direct message the job poster from Investment Management Partners
We are seeking an
RFP Specialist
to join our Vancouver team. This role offers an opportunity to contribute to a global investment firm with a purpose-driven culture and a long-term approach to investing.
The Opportunity
As part of the global RFP team, you will be responsible for managing and delivering high-quality responses to RFPs, RFIs, and due diligence questionnaires from institutional prospects and clients. You’ll work closely with colleagues across investment, client servicing, and operations teams to ensure each submission reflects our philosophy, process, and values with clarity and precision.
Key Responsibilities
Coordinate and produce RFPs, RFIs, and DDQs for institutional investors and consultants
Collaborate with subject matter experts globally to gather, refine, and verify content
Ensure accuracy, consistency, and compliance across all proposal materials
Maintain and enhance the firm’s content library to reflect the latest insights and data
Support broader business development and client service initiatives as required
About You
2–4 years of experience in RFPs, investment communications, or institutional client servicing
Strong written communication skills and meticulous attention to detail
Proven ability to manage multiple projects and deadlines effectively
A collaborative mindset, intellectual curiosity, and a commitment to excellence
Familiarity with investment management concepts and industry terminology
What We Offer
You’ll join a team that values integrity, independence of thought, and a shared sense of purpose. We offer a supportive and inclusive environment where your contributions are recognised, and your professional growth is encouraged.
Seniority Level
Associate
Employment Type
Full-time
Job Function
Customer Service and Writing/Editing
Industries
Investment Management
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Apply on source site We are seeking an
RFP Specialist
to join our Vancouver team. This role offers an opportunity to contribute to a global investment firm with a purpose-driven culture and a long-term approach to investing.
The Opportunity
As part of the global RFP team, you will be responsible for managing and delivering high-quality responses to RFPs, RFIs, and due diligence questionnaires from institutional prospects and clients. You’ll work closely with colleagues across investment, client servicing, and operations teams to ensure each submission reflects our philosophy, process, and values with clarity and precision.
Key Responsibilities
Coordinate and produce RFPs, RFIs, and DDQs for institutional investors and consultants
Collaborate with subject matter experts globally to gather, refine, and verify content
Ensure accuracy, consistency, and compliance across all proposal materials
Maintain and enhance the firm’s content library to reflect the latest insights and data
Support broader business development and client service initiatives as required
About You
2–4 years of experience in RFPs, investment communications, or institutional client servicing
Strong written communication skills and meticulous attention to detail
Proven ability to manage multiple projects and deadlines effectively
A collaborative mindset, intellectual curiosity, and a commitment to excellence
Familiarity with investment management concepts and industry terminology
What We Offer
You’ll join a team that values integrity, independence of thought, and a shared sense of purpose. We offer a supportive and inclusive environment where your contributions are recognised, and your professional growth is encouraged.
Seniority Level
Associate
Employment Type
Full-time
Job Function
Customer Service and Writing/Editing
Industries
Investment Management
#J-18808-Ljbffr