RFP Specialist, Investment Proposals - Parametric
Develop investment proposals for parametric strategies to support client RFP responses
As an RFP Specialist for Parametric at Morgan Stanley, you will develop investment proposals in response to client requests for proposals. Your work will focus on parametric investment strategies, supporting the firm's wealth management and investment management services. This role contributes to client-facing deliverables that help win new business and maintain existing relationships.
Why This Role?
Work on investment proposals for a leading global financial services firm with worldwide client impact
Key Responsibilities
- Develop investment proposals in response to client requests for proposals (RFPs)
- Focus on parametric investment strategies as part of Morgan Stanley Investment Management
- Support wealth management and investment management services through proposal development
- Contribute to client-facing materials used in business development and retention efforts
- Collaborate with internal teams to ensure accurate and timely proposal submissions
- Maintain proposal quality and consistency with firm standards and client expectations
Requirements
- Experience responding to requests for proposals (RFPs) in financial services
- Knowledge of investment products, particularly parametric strategies
- Ability to develop clear, client-focused investment proposals
- Familiarity with wealth management and investment management contexts
- Strong written communication skills for professional documentation
- Capacity to work effectively in a global financial services environment
Required Skills
Keywords
View Original Description from Adzuna
Original description from Adzuna
ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Manageme…
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