Thoughts on RFP Writer at 300+ Billion AUM Shop

RFP Writer position with CFA charter To Business development or Institutional Sales. 

What Is the likelihood of this. I have primarily a sales background but am looking at an RFP position at an AM shop. The role is middle office but you’re exposed to all parts of the firm. Is the pivot doable or should I continue on my sales track? 
 

my though was since RFPs are essential to the sales process, that this wouldn’t be a and role should I want to move into sales after?
 

 

It's possible especially if you network and express an interest in making that transition. You'll definitely be in contact with the sales/marketing people frequently and have a good understanding of the firm's value proposition and product-specific pitches. You might even ask about the possibility during the interview process. In some ways, it would probably be easier to make the transition at a smaller firm where roles are less rigid. 

 

Thanks for your input! They said that since it’s a middle office they’ve had people transition to front office and back office cause the department is very visible to the firm.

I also have some sales opportunities but at smaller firms. Certainly weighing my options but your feedback was very helpful

 
Most Helpful

Certainly do-able - especially if you have, or are getting, your charter. Arguably that's one of the better roles to try and transition from. You have access to SME's, you can build extensive product knowledge and frankly you may end up knowing more about many of the products or strategies than the majority of people. Depending on how the firm/group is structured - you may also get exposure to a variety of different areas which is great. 

I'd second making your long term objectives well known. Being an RFP writer will grow old very, very quickly. I'd be very clear with your manager, bosses, etc. that you are interested in growth opportunities across the firm not simply being a manager of an RFP team. That's what we've always encouraged our RFP writers to do, leverage the positions to build up a product or strategy knowledge and then move into a different role - most cases it's more of a hybrid marketing type positions vs. a product strategist, but that's more due to the nature of what we do as a firm than anything. 

 

Excepturi dignissimos dolores aut ad ipsa sint doloremque. Culpa qui sint voluptatibus suscipit laudantium vitae nihil. Aspernatur nam ea commodi optio fugit. Et impedit sed sunt doloremque itaque. Nam ut ullam officia dolor libero commodi veritatis.

Modi autem quisquam id qui sed. In neque voluptas fuga iusto. Numquam earum est aperiam. Magnam quis blanditiis aperiam. Fugiat quia quo qui est inventore.

Non id sapiente vel. Ut sed sunt tempore consequatur non exercitationem ut. Unde molestias repudiandae exercitationem qui. Ipsa ea explicabo ad dicta. Eius est aspernatur est laborum nulla voluptatum voluptatibus.

Ducimus nam ea maxime saepe quos. Odit in quae quo sint. Delectus fugit hic totam sit accusantium totam odit.

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (20) $385
  • Associates (89) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (67) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Betsy Massar's picture
Betsy Massar
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
kanon's picture
kanon
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.8
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”