RFP Writer

CIM Group, LP • Los Angeles, CA

6d • $90,000 - $120,000

About The Position

CIM is seeking a motivated, detail‑oriented professional to join the RFP team in support of marketing and investor relations activities. This role will support sales and relationship management activities by leveraging firm‑wide resources to assist with Requests for Proposals (“RFPs”), Requests for Information (“RFIs”), Due Diligence Questionnaires (“DDQs”), and ad‑hoc information requests from clients and prospective investors.
The position plays an important role in the firm’s business development efforts and involves close collaboration with cross‑functional teams to ensure responses are accurate, well‑crafted, and delivered on a timely basis.

Requirements

• Bachelor’s degree or international equivalent, with a preference for coursework in economics, finance, accounting, marketing, or a related field.
• 2–4 years of relevant experience in the financial services industry, with exposure to investor relations, RFPs, or related client‑facing materials.
• Experience supporting the marketing and/or RFP process, including drafting, reviewing, formatting, and proofreading responses to ensure accuracy and consistency.
• Highly organized and able to manage multiple concurrent assignments, meeting deadlines in a fast‑paced environment while maintaining high quality standards.
• Analytical problem‑solver with the ability to research issues and propose thoughtful solutions.
• Strong written and verbal communication skills, with the ability to work effectively with subject‑matter experts across multiple teams and articulate clear, well‑structured responses.
• Detail‑oriented with a strong focus on accuracy across both qualitative and quantitative information.
• Sound editorial judgment when reviewing and refining written materials.
• Collaborative, self‑motivated team player with a strong work ethic and the ability to work independently when needed.
• Comfortable working in a dynamic, team‑oriented environment with strong interpersonal skills.
• Ability to remain calm and focused while balancing competing priorities and tight deadlines.
• Working knowledge of the asset management industry, with an interest in continuing to build industry expertise.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint)

Nice To Haves

• Experience with Salesforce and Qvidian or other RFP/content management software preferred.

Responsibilities

• Support the coordination and timely completion of RFPs, RFIs, DDQs, and related investor materials, ensuring high standards of accuracy and quality.
• Develop and maintain a strong working knowledge of CIM’s products, strategies, and platforms to ensure consistent and accurate messaging.
• Draft, edit, and update qualitative responses using existing firm content, creating new language where appropriate with review and guidance.
• Utilize RFP and content management platforms (e.g., Qvidian or similar) to support efficient response preparation and content use.
• Leverage firm tools and technology to help streamline workflows, improve turnaround times, and enhance content quality.
• Collaborate with product, investment, and sales teams to gather inputs and respond to client requests.
• Partner with subject‑matter experts across ESG, compliance, legal, operations, and accounting teams to incorporate accurate and approved information.
• Review and proofread qualitative and quantitative content for accuracy, consistency, and completeness across questionnaires and databases.
• Work with quantitative and performance data in coordination with finance and analytics teams.
• Assist with the review and validation of externally maintained databases and consultant‑provided information, including performance and AUM data.
• Maintain and update content within internal and third‑party databases to ensure information remains current and reliable.
• Demonstrate flexibility in supporting multiple strategies or projects as business needs evolve.
• Contribute ideas and feedback to improve templates, processes, and team workflows over time.

Benefits

• A variety of Medical, dental, and vision benefit plans
• Health Savings Account with a generous employer contribution
• Company paid life and disability insurance
• 401(k) savings plan, with company match
• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
• Up to 16 hours of volunteer time off
• Up to 16 weeks of Paid Parental Leave
• Ongoing professional development programs
• Wellness program, including monthly and quarterly prizes

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level