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State Street3 days ago

Alternatives Private Markets RFP Writer and Presentation Designer - AVP

$100,000–$167,500 year

On-site · Boston, Massachusetts, United States or Quincy, Massachusetts, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Unknown

Job Summary

The Alternatives RFP Writer and Presentation Designer (AVP) leads end-to-end development of high-quality RFPs, RFIs, and DDQs, plus marketing materials to differentiate the organization. Responsibilities include coordinating with Sales, Product, Technology, Legal, and Operations; managing timelines, deliverables, and quality; shaping response strategy and client-focused content; translating complex investment concepts into clear narratives; maintaining content libraries and templates; enhancing proposals with charts, diagrams, and polished visuals; ensuring consistent tone, branding, and formatting across PowerPoint, Word, Excel, and Adobe Acrobat Pro; applying design principles and AI-driven workflows to accelerate drafting and ensure scalable, professional client submissions. Desired skills include senior-level proposal management experience, strong writing/editing capability, graphic design proficiency (Infographics, charts, maps), and the ability to work independently or in a team; preferred Bachelor’s degree in relevant field. Salary range $100,000 - $167,500 annually; benefits include comprehensive offerings and equal opportunity employment.

Required Qualifications

  • 5+ years of experience as an RFP Writer or similar capacity designing and editing financial documents, spreadsheets and presentations
  • Expert knowledge of Microsoft PowerPoint, Word, Excel, and Adobe Acrobat Pro
  • Proven experience in proposal management, RFP writing, or bid management
  • Strong project management skills with ability to manage complex initiatives
  • Advanced knowledge of Adobe Photoshop, InDesign, and Illustrator
  • Strong knowledge and experience designing infographics, financial charts, tables and graphs
  • Ability to work independently on a project or collaboratively as a team player and able to integrate with a diverse team
  • Bachelor’s Degree in Communications, Marketing, Graphics, Business or related field

Desired Qualifications

  • 5+ years of experience as an RFP Writer or similar capacity designing and editing financial documents, spreadsheets and presentations
  • Proven experience in proposal management, RFP writing, or bid management
  • Expert knowledge of Microsoft PowerPoint, Word, Excel, and Adobe Acrobat Pro
  • Strong project management skills with ability to manage complex initiatives
  • Advanced knowledge of Adobe Photoshop, InDesign, and Illustrator
  • Strong knowledge and experience designing infographics, financial charts, tables and graphs
  • Ability to work independently on a project or collaboratively as a team player and able to integrate with a diverse team
  • Ability to take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards
  • Research skills to know where to look and manage time efficiently
  • Strong aptitude to acclimate and learn quickly
  • Job-ticketing system experience
  • Flexible and open to changing priorities and multiple tasks
  • Bachelor’s Degree in Communications, Marketing, Graphics, Business or related field
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$100k – $168k / yr

Alternatives Private Markets RFP Writer and Presentation Designer - AVP · State Street

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