Description
The RFP Coordinator will be part of a small, but high energy Capital Markets team in Annapolis, MD. The RFP Coordinator will be responsible for managing the transactional initiatives of the Capital Markets team.
Essential Duties and Responsibilities
- Complete accurate, high-quality, and compelling requests for proposal (RFP), requests for information (RFI) and due diligence questionnaires (DDQ) from prospective investors and consultants
- Engage and collaborate with internal subject matter experts in various functions to provide current and thorough responses to proposals (e.g. Asset Management, Investments, HR, Legal)
- Ensure the Realterm brand, product messaging, and tone are consistent throughout the proposal
- Build an understanding of specific goals and objectives of different investors and consultants in order to tailor responses to the target audience
- Manage the completion of RFP/RFI/DDQ with tight deadlines, by establishing priorities through the information gathering, drafting and final approval stages
- Review and report quarterly fund performance
- Assist in fundraising by creating customized marketing materials and presentations for investors
- Conduct research on prospective investors, investor mandates and strategic investment plans
- Organize and maintain team proposal files
Competencies
Realterm Competencies
Accountability
Character, Trust, Integrity
Planning, Decision-Making & Initiative
Development & Learning
Collaboration, Communication & Teamwork
Qualifications
- Minimum of 1-3 years’ relevant industry experience
- Strong communication skills, both written and verbal
- Acute attention to detail
- Excellent editing and proofreading skills
- Strong quantitative skills and ability to understand and communicate Realterm’s business and investment products
- Proficient in Microsoft Office suite of applications, specifically MS Word and MS Excel
- Ability to work independently as well as with a team. Comfortable working across the organization with all levels of management
Education and/or Experience
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field
- Prior experience of writing or participating in an RFP process is preferred
- Experience with Yardi and Financial Models is preferred
Work Environment
The position will work in a general office setting.
Physical Demands
Must be able to remain in a stationary position for the majority of the workday, sitting at a desk, consistently operating a computer. The person in this position must be able to access file cabinets and office machinery (to include a computer, copier, and fax machine). On occasion, may need to lift boxes of up to 50 lbs.
Experience
2+ to 5 years
This job is no longer active.