RFP Analyst, Sr. jobs in Wisconsin

COMPANY

Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit About Us - Allspring Global Investments.

At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.

POSITION

We are a seeking candidate for RFP Specialist (writer). The RFP Specialist is responsible for completing complex RFPs and consultant questionnaires related to institutional investment products and services.

This position requires independent research, analysis, creativity, and judgment to accurately and favorably present investment products/services to institutional customers.

RESPONSIBILITIES

• Producing high quality responses, identifying key "win" themes and positioning responses for each request
• Qualifying RFPs considering the firm's product/service capabilities, account minimums, and legal guidelines
• Working closely with portfolio management, sales, performance, finance, investment analytics, compliance, and legal staff to complete responses, identify proposed fees, and develop language
• Undertaking product suitability analysis and recommending the appropriate investment products for institutional customers to coordinate our participation in RFP opportunities
• Writers may also share responsibility for creating and updating the firm's profiles on consultant databases
• This is a collaborative work environment where projects are regularly shared by two or more writers
• Thorough understanding of the investment management business, the organization's products and services, and the RFP and consultant questionnaire response process are necessary to be successful in this role

REQUIRED QUALIFICATION

• 5 years of written communications development experience demonstrated through work or military experience

PREFERRED QUALIFICATIONS

• Excellent verbal, written, and interpersonal communication skills
• Advanced Microsoft Office skills
• Strong time management skills and ability to meet deadlines
• Strong organizational, multi-tasking, and prioritizing skills
• Ability to work effectively, as well as independently, in a team environment
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• BS/BA degree or higher in accounting, finance, economics or related field
• 1 year of investment industry experience
• Ability to successfully manage multiple tasks, projects, and responsibilities within strict deadlines
• Familiarity with asset management and investment products, including mutual funds
• Familiarity with Allspring products and related systems

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We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.