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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

investment proposalsdata analysisvisualizationfinancial modelingRFP responseparametric strategieswealth managementinvestment managementclient communication

Keywords

RFP Specialistinvestment proposalsparametricMorgan Stanleywealth managementinvestment management
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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Source
Adzuna
Salary
See remote (USD) vs local pay →
Job Type
full time
Location
Remote · Open worldwide
Seniority
mid
Posted
May 29, 2026

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