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RFP Writer - Institutional Client Group

Date Posted: Mar 31, 2021

Location: Philadelphia, PA, US, 19103

Company: MetLife

Role Value Proposition: 

MetLife Investment Management (“MIM”) is the institutional asset management business of MetLife, Inc., a publicly traded company and one of the world’s leading financial services companies. MIM provides public fixed income, private capital, and real estate investment solutions to institutional investors worldwide. As of December 31, 2020, MIM has $659 billion of assets under management and is an important contributor to MetLife’s financial performance.  The enterprise has more than 900 dedicated professionals with extensive experience and expertise across the platform. Visit us at to learn more.


MIM is currently seeking highly motivated professionals to join its Institutional Client Group (ICG) in a role dedicated to Request for Proposal (RFP) project management. The primary objective for this role is to support MIM’s global ICG team in its goal of raising assets by constructing persuasive and effective RFP proposals across MIM’s platform of investment offerings, including public fixed income, private capital and real estate debt and equity. The position requires a self-motivated, extremely organized and diligent professional who has prior experience drafting requests for proposals 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 to RFP project management, the ideal candidate may also be required to support the timely and accurate population of key institutional consultant databases on a quarterly basis, including but not limited to, eVestment, Mercer GIMD, Morningstar, Callan, Cambridge, etc.


Key Responsibilities:  

  • Work within a small team of RFP writers to ensure that proposals are consistently completed to the highest possible standards and by the required proposal due dates
  • Manage the RFP process from A to Z – This includes leading RFP Kickoff calls with key subject matter experts, establishing project timelines, securing required sign-offs from Legal/Compliance and ensuring a professional and high quality bid is submitted on time.  
  • Be comfortable in handling multiple RFPs/RFIs at the same time under tight deadlines
  • Keep abreast of changes within the firm, product and industry, ensuring changes are reflected in RFPs
  • Assist with the maintenance of our RFP database (Qvidian), including development and maintenance of investment product content
  • 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.
  • Populate the Firm’s products to institutional consultant databases
  • Support Global ICG team on ad-hoc requests from prospects, clients and consultants


Essential Business Experience and Technical Skills:


  • Prior experience drafting RFPs specifically for institutional asset managers who offer public fixed, private capital or real estate investment strategies is essential
  • Experience in using Qvidian or a comparable RFP database tool as well as proficient use of all Microsoft Office applications
  • Prior experience populating firm and product information to institutional consultant databases and responding to tight deadlines
  • Excellent organizational, interpersonal, and communication skills, both written and verbal



  • 5 to 7 years of relevant experience
  • BS/BA degree in Finance, Economics, Marketing or a related field
  • Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately
  • Experience using Salesforce CRM, TaskRay, eVestment Analytics and eVestment Market Lens



Minor travel between the Firm’s Whippany, NJ and Philadelphia, PA office may be required from time to time


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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, 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 $651 billion of total assets under management as of September 30, 2020. We are ranked #48 on the Fortune 500 list for 2020. In 2019, we were named to the Dow Jones Sustainability Index (DJSI) for the fourth 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.


We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.


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 #: 116708


Nearest Major Market: Philadelphia