Proposal Manager, Investments

Join a great place to work with MissionSquare, a financial services corporation with approximately $75 billion in assets under management and administration and over 600 employees.

Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees.

We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 1.3 million participant accounts.

We strive to make the administration of retirement programs as easy and cost-effective as possible.

We have an extraordinary talent base and invite you to consider joining MissionSquare's Product Strategy team.

The Investment Only Proposal Manager is responsible for managing and executing the end-to-end process of responding to investment Requests for Proposals (RFPs), due diligence questionnaires (DDQs), fund data requests, and other investment-related information requests originating from fund distribution partners, intermediaries, third-party fund platforms, and investment advisory consultants.

This role also oversees the development, organization, and maintenance of investment product content within MissionSquare’s RFP content management systems.

The Manager ensures that content is accurate, up-to-date, and aligned with MissionSquare’s business standards.

Essential Functions for this role include:


* Lead the end-to-end project management (i.e.

coordination, writing, editing, and submission) of RFPs, DDQs, quarterly fund data requests, and other investment-related questionnaires.


* Collaborate with subject matter experts (SMEs) across Investments, Legal, Compliance, and Fund Data Distribution teams to gather and validate content.


* Develop, create, and maintain content and templates in the RFP content libraries, Qvidian and Dasseti, ensuring content is current, accurate, and easily accessible.


* Coordinate with proposal operations for regular content database reviews, ensuring timely updates and accuracy, SME validation of content, and removal of outdated content.


* Monitor corporate announcements and product/service developments to identify and update suitable proposal content.


* Support the completion of investment content in plan administration RFPs, fund fee and expenses data requests, and related requests


* Other duties, as assigned.

If you have the following skills, we encourage you to apply:


* Bachelor’s degree in business, communications, a related field or equivalent experience.


* 5+ years of financial services experience, asset management industry preferred.


* General knowledge of equity and fixed income investment concepts primarily in mutual funds, CITs, and separate accounts and regulatory and compliance requirements in the investment industry.


* Prior proposal management experience, preferred.

 To benefit your career and support your ...