RFP / DDQ Writer
Acuity KP
Bangalore, India
3d ago

Education / Experience and Skill Requirement

Bachelor’s or Master’s degree in Finance, Economics or Business CFA Level I, II, or III

Exceptional writing, speaking, proof-reading, and organizational skills

Familiarity with asset management industry and functions

Proficiency in Microsoft Word, Excel, and PowerPoint applications

High-level of comfort in dealing with all levels of Sr. Management

1-3 years’ experience within the asset management industry is preferred; Existing knowledge or interest in asset management industry and familiarity with industry jargon

Strong work ethics, commitment to excel and proven ability to work with minimum supervision in a fast-paced and unstructured environment.

Strong team-player with the ability to work independently

Ability to work on several tasks while adhering to strict deadlines

Prior RFP experience within the asset management industry / Mutual Funds would be a plus


As an RFP Writer you will be responsible for preparing proposals and other documents for our asset management clients on their investment products and services.

Responds to request for proposals and due diligence questionnaires for Mutual Funds and Separately Managed Accounts across Active and Passive asset class

Works to project manage RFP / RFI / DDQ questionnaires to ensure timely submission

Draft new content with information available and / or by collaborating with various subject matter experts within the client team

Liaise with Sales, Product Specialists, Legal, Compliance and other relevant departments to collate required information

Contribute to the maintenance of content database by updating the tool with accurate information

Assist with quantitative and qualitative ad-hoc data requests

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