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Marketing Collateral & RFP Writer - Investment Management

Date Posted: Jun 11, 2021

Location: Philadelphia, PA, US, 19103

Company: MetLife

Role Value Proposition: 

MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with over $651 billion in combined managed assets, and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 900 dedicated professionals with extensive experience and expertise across public and private fixed income and private assets, including real estate.  Visit us at www.metlife.com/investments to learn more.

 

MIM is currently seeking highly motivated professionals to join its Institutional Client Group (ICG) in a role that is directly responsible for completing Requests for Proposals (RFP), Requests for Information (RFI), Institutional Consultant Databases and updating product marketing materials (pitchbooks and factsheets) on a quarterly basis.

 

The position requires a self-motivated, extremely organized and diligent professional who possesses existing experience in drafting RFPs and RFIs for institutional asset managers. In addition, the ideal candidate must be comfortable in actively collaborating with multiple departments across the organization, including senior investment professionals, portfolio specialists, sales and relationship management, operations, legal, and compliance. In addition, this position will require prior experience and familiarity with institutional consultant databases such as eVestment, Mercer GIMD, Morningstar, Callan Associates, DiligenceVault, among others.

 

Key Responsibilities:  

  • RFP Project Management: Manage the RFP process from A to Z, including leading RFP Kickoff calls with key subject matter experts (SMEs), establishing project timelines, securing required sign-offs from Legal/Compliance and ensuring  professional and high quality bids are submitted on time and to the highest professional standard.
  • RFI and Due Diligence Questionnaires: Complete ongoing RFI and due diligence questionnaires from prospects, clients and consultants, as needed.
  • Institutional Consultant Databases: Populate both quantitative and qualitative data on a quarterly basis for the Firm and its key product offerings to institutional consultant databases to drive product approvals and product visibility.
  • Marketing Materials: Continuously maintain the Firm’s inventory of standard presentation pitchbooks and summary factsheets on a quarterly basis across public fixed income, private capital and real estate investment products.
  • Keep abreast of changes within the firm, product offerings and asset management industry, ensuring changes are consistently reflected in RFPs
  • Develop the RFP team's profile with the investment, product management and sales teams; build relationships and develop strong knowledge of product management, marketing and sales initiatives.

 

Essential Business Experience and Technical Skills:

Required:

  • Prior experience drafting RFPs specifically for institutional asset managers who offer public fixed, private capital or real estate investment strategies is essential
  • Possess a strong degree of attention to detail
  • Have a proven track record of handling high volume projects under tight deadlines with measurable results
  • Be a self-starter who is able to work autonomously and successfully lead projects with limited oversight
  • Have excellent organizational, interpersonal, and communication skills, both written and verbal

 

Preferred:

  • 5+ years of relevant experience
  • BS/BA degree in Finance, Economics, Marketing or a related field
  • Experience using Qvidian, Salesforce CRM, SharePoint, TaskRay, eVestment Analytics and eVestment Market Lens

 

Business Category

Investments

 

Number of Openings

2

 

#MIM

 

#LI-WRAPJOB

 

At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.

MetLife:

MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.

 

We are one of the largest institutional investors in the U.S. with $659.6 billion of total assets under management as of December 31, 2020. We are ranked #48 on the Fortune 500 list for 2020. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies.   

       

MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.  Visit us at www.metlife.com to learn more about our brand, history, and values. 

 

We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to accommodations@metlife.com or call our Employee Relations Department at 1-877-843-3711.

 

MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

 

MetLife maintains a drug-free workplace.

 

Requisition #: 117343

 


Nearest Major Market: Philadelphia