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At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!
The Request for Proposal (RFP) Specialist is responsible for supporting the Institutional and Wealth Management distribution channels by responding to recurring and ad hoc due diligence requests with a particular focus on firm and strategy level information. The Investment Proposals team serves as the hub through which information is compiled and disseminated to both internal and external clients. The position requires collaboration with multiple teams so we are seeking an individual with high initiative that has demonstrated the ability to work collaboratively in a team environment. The candidate must be detail oriented, have excellent communication and organizational skills.
Construct drafts, progressing to independent completion of Requests for Proposals/Information (RFP/RFI) and similar sales due diligence requests, including managing deadlines, compiling information from multiple internal sources, and making sure content complies with Parametric's brand and guidelines.
Responsible for supporting/completing quarterly, monthly and ad hoc due diligence requests.
Assist in construction of Sample RFP content and review by compliance.
Contribute to ensure accuracy within the RFP response database (Qvidian).
Maintenance of consultant and third-party databases to ensure that they are populated accurately and on-time through an external service provider (eVestment Omni).
Develop a full working knowledge of the firm's structure, key personnel, organizational policies and procedures, and investment/product knowledge
Develop strong relationships with internal subject matter experts, including product management, sales, client relations, and investment professionals, to facilitate collaboration across teams to understand client needs to create customized RFP responses that highlight the firm's strategic and competitive advantage.
Interact with compliance/legal to review and obtain approvals of materials.
Assists in the compilation of data for deliverables and participate in performance reporting process as needed.
Act as a contributing member of the team, participating on projects guided by Sr. RFP Specialists, supervisor and/or management.
Assume other responsibilities as required.
4-year degree or equivalent, preferably in a related discipline such as business, finance, or economics.
1-3 years of work experience (inclusive of internships) and/or 1-3 years of writing experience preferred.
Strong written and oral communication skills with a high attention to detail and accuracy.
Must have excellent organizational skills and be able to handle a heavy, deadline-oriented workload.
Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment.
Proficiency in Word and Excel desired and additional quantitative skills preferred.
Please enclose a cover letter with your application.
Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.
The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.