Rfp Analyst - Toronto, Canada - MFS Investment Management

MFS Investment Management

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other.

Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

THE ROLE
The RFP Analyst supports the business development and retention efforts of both institutional and wholesale teams globally within MFS.

The primary function of the role is to complete Requests for Proposals (RFPs), Requests for Information (RFIs), client and consultant Due Diligence Questionnaires (DDQs) and other requests as necessary (inclusively "Requests").

Working in coordination with the Global RFP team ("the team"), the incumbent prepares requests, by researching, writing, and editing materials describing MFS' investment products, strategies and services.

Coordinates the collection of quantitative data from internal business partners.

Reports directly to RFP Manager on all issues (workflow, systems and technology, deadlines, data production, internal customer trends or needs, etc.) that affect the RFP production process.

WHAT YOU WILL DO

Responsible for production and completion of less complex requests received from prospects, existing clients and consulting firms as directed by distribution business partners.
At the direction of their RFP Manager, the incumbent reprioritizes and completes assignments in response to changing workloads and business needs.
Requests are completed following extensive collaboration with internal groups across numerous locations using indepth business line and product knowledge.
Create, edit and tailor responses in compliance with MFS overall and business areaspecific policies.
Completes administrative duties as required, to ensure all requests comply with RFP policies and procedures.
Assume other responsibilities as required with adhoc duties (e.g. compiling statistical data).

WHAT WE ARE LOOKING FOR
Required

Experience in financial services, ideally within asset management.
IT skills: Microsoft Office (Outlook, Word, Excel, PowerPoint); Adobe Acrobat. Proposal Management Software, C360.
Exceptional creative writing, communication, editorial, analytical, research, interpersonal, verbal, and organizational skills required.
Possess, or have the ability to, acquire indepth knowledge of MFS investment products, procedures and personnel.
Ability to adapt to new and evolving technology and processes quickly.
Works well under pressure, manage multiple projects simultaneously and meet stringent deadlines.
Work independently and with individuals at all levels of seniority within the organization.
Flexibility at short notice to work additional hours to fulfill their duties. Occasional travel may be required.

Preferred

Bachelor's degree and Investment Management Certificate (IMC) or equivalent preferred, but not essential.
Knowledge of RFP function and processes preferred, but not essential
Knowledge of financial, economic and portfolio management concepts and terminology preferred.

LI-KP1

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What we offer:
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

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