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RFP Consultant

Job Category: Financial Services
Job Location:San Francisco , CA

Consultant, RFP

About Our Firm:

Granite Solutions Groupe provides financial services decision makers with people and solutions that deliver. Our clients count on us to deliver the right talent at the right time to achieve critical business results. We leverage our industry knowledge and passion for client priorities to deliver human capital solutions.

GSG was founded in 1998 as a consulting firm delivering project management and technology solutions for the financial services industry. GSG now has a global presence, with team members deployed across the U.S. at Fortune 1000 companies and high-performing Fintech firms.

High-caliber consultants are the face of GSG at our client organizations and offices. We value the deep relationships we have with our consultants that enable us to place them in roles where their skills will have an immediate impact. The GSG consulting team is comprised of diverse, experienced, driven, and dynamic contributors who excel at getting things done.

About the Opportunity:

GSG is seeking a RFP Consultant to join our dynamic team and deliver timely work for our business partners. The Investment Reporting Associate directly contributes to the business development and client service effort by producing timely, high-quality responses to requests for proposals (RFPs) and requests for information (RFIs), and due diligence questionnaires (DDQs) on our product offering and capabilities to prospects, clients and consultants for virtually all of the firm’s key institutional and intermediary client relationships. This role requires broad knowledge about the asset management industry, the firm’s operations and the key differences between client types and product vehicle types in order to complete detailed data requests and text-based questionnaires.

Responsibilities:

  • Owning the end-to-end process of initiating and completing the new and recurring RFP/RFI/DDQ or other special client requests about our firm, products, and investment approach in a timely and accurate manner.
  • Collaborating with Sales and Client Service to set priorities and gain business context.
  • Update consultant databases with a focus on quality content that reflects well on our brand.
  • Complete other writing, editing, review/proofing requests as necessary.
  • Participate in research and special projects periodically.
  • Assist with standard administrative duties as assigned to help the team succeed.

Requirements:

  • Minimum two to four years of investment and RFP/reporting experience for an investment management firm.
  • Solid understanding of equities and U.S. fixed income and standard investment vehicles such as mutual funds, separate accounts and CITs.
  • Excellent communications skills, especially strong writing and editing skills.
  • Team player with strong interpersonal skills to build and maintain relationships.
  • Adept at conceptual, analytical and problem-solving skills.
  • Proficient at MS Office, particularly MS Word and Excel.
  • Strong attention to detail and ability to proofread and assess quality for both numbers and text.
  • Self-starter with strong organizational skills and ability to prioritize multiple deadlines.

Employee Benefits:

GSG is excited to offer its consultants excellent compensation and a robust option of benefits which include comprehensive medical, dental, vision and prescription coverage. You will receive company-paid life insurance. In addition, we hope you will take advantage of eligible commuter benefits-like paying for work-related public transit and parking with pre-tax dollars. Save for your retirement with pre-tax contributions that go directly into your 401K. We also care about your pets with several options for pet insurance, discount card and prescriptions.
GSG’s Commitment to Diversity:

As a diverse-owned business, GSG is committed to creating a diverse workforce, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.