Senior Proposal Specialist (British Columbia)

Senior Proposal Specialist (British Columbia)

13 Aug
|
Investment Management Partners
|
British Columbia

13 Aug

Investment Management Partners

British Columbia

Direct message the job poster from Investment Management Partners

We are seeking an RFP Specialist to join our Vancouver team. This role offers an opportunity to contribute to a global investment firm with a purpose-driven culture and a long-term approach to investing.

The Prospect
As part of the global RFP team, you will be responsible for managing and delivering high-quality responses to RFPs, RFIs, and due diligence questionnaires from institutional prospects and clients. You’ll work closely with colleagues across investment, client servicing, and operations teams to ensure each submission reflects our philosophy, process, and values with clarity and precision.

Key Responsibilities

Coordinate and produce RFPs, RFIs, and DDQs for institutional investors and consultants

Collaborate with subject matter experts globally to gather, refine, and verify content

Ensure accuracy, consistency, and compliance across all proposal materials

Maintain and enhance the firm’s content library to reflect the latest insights and data





Support broader business development and client service initiatives as required

About You

2–4 years of experience in RFPs, investment communications, or institutional client servicing

Strong written communication skills and meticulous attention to detail

Proven ability to manage multiple projects and deadlines effectively

A collaborative mindset, intellectual curiosity, and a commitment to excellence

Familiarity with investment management concepts and industry terminology

What We Offer
You’ll join a team that values integrity, independence of thought, and a shared sense of purpose. We offer a supportive and inclusive environment where your contributions are recognised, and your professional growth is encouraged.

Seniority Level
Associate

Employment Type
Full-time

Job Function
Customer Service and Writing/Editing

Industries
Investment Management

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📌 Senior Proposal Specialist (British Columbia)
🏢 Investment Management Partners
📍 British Columbia

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