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 team-oriented 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 qualified growth is encouraged.

Seniority Level

Associate

Employment Type

Full-time

Job Function

Customer Service and Writing/Editing

Industries

Investment Management
J-18808-Ljbffr

📌 Senior Proposal Specialist Vancouver (Canada)
🏢 Investment Management Partners
📍 Canada