Senior Analyst - RFP

Vollzeit
Charlotte, NC, USA
vor 6 Monate

StepStone is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640 billion of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program.  With a culture built on entrepreneurialism, partnership and being a team within teams, our firm offers joiners the opportunity to think out loud, collaboratively.

Position Overview 

The RFP Senior Analyst will work in a team that supports the global RFP and business development efforts across StepStone, as well as other communications to source and service potential clients as StepStone continues to grow. The Senior Analyst’s primary role is to draft proposals, presentations, and other analyses in response to requests from prospective clients. As a result, the Senior Analyst will collaborate with and have exposure to all levels across the Firm, including the research, business development, finance, legal, compliance, and HR teams.   

 

Essential Job Functions:  

  • Responsible for completing RFPs/RFIs and client requests, including writing and editing content, working with a cross-functional team to obtain all the necessary information, and ensuring that the final product is accurate and delivered on time
  • Assist in maintaining central database of responses to ensure content is kept up to date
  • Strong commitment to high-quality writing, demonstrated ability to produce compelling and compliant proposals against aggressive deadlines, and working in a global team environment
  • Critically assess the accuracy and relevance of content provided by cross-functional team members in response to RFPs/RFIs
  • Respond to industry surveys and ad hoc requests
  • Provide support on developing presentations and managing agenda for on-site client presentations
  • Assist with various other projects and analyses for the Firm’s Business Development teams

 

Other Requirements 

  • Bachelor’s degree in finance, business, or Liberal Arts
  • Minimum of 5 years of related financial services (private equity, or investment management a plus) or paralegal experience
  • Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
  • Strong ability to multi-task and manage time in a detail-oriented environment
  • Strong written and verbal communication skills (writing sample requested)
  • Proven experience working with complex excel files and PowerPoint presentations
  • Follow up skills and attention to accuracy and detail are essential

 

Salary Range - $80,000- $100,000

About us

Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint.  As people are our biggest asset, we offer resources to help our employees reach their full potential.  Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.  

Join us

When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.  

StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.

Benefits

We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.

Disclaimer / Policy Statements

At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure.  Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.  

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Developing People at StepStone

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