Strategic Financial Technical Writer

We are seeking an experienced and strategic RFP professional to lead the development of high-quality, customized responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for our public sector investment services. This role plays a key part in positioning PTMA’s capabilities in competitive processes and contributes to firm-wide business development strategy.

The ideal candidate brings a strong command of investment products, exceptional writing skills, and experience working cross-functionally with investment, compliance, and client-facing teams. This role requires strategic thinking, excellent judgment, and the ability to manage competing priorities in a deadline-driven environment.

Key Responsibilities:

• Lead the development and execution of customized RFP, RFI, and DDQ responses for investment advisory, LGIP, and other public-sector-focused services
• Manage and continuously improve PTMA’s RFP content library and proposal templates to ensure consistency, accuracy, and competitive positioning
• Collaborate with marketing, sales, investment, legal, and compliance teams to tailor responses and ensure technical and regulatory accuracy
• Drive quality control, version management, and on-time delivery of all proposal materials
• Track and report on proposal pipeline and win/loss trends to inform future strategy

Qualifications & Skills:

• Bachelor's degree in business, finance, communications, or a related field
• Minimum 5
  -7 years of experience responding to RFPs within investment management or financial services, with direct experience supporting institutional or public sector clients
• Advanced writing, editing, and proofreading skills with strong attention to detail
• Demonstrated understanding of investment products, including separately managed accounts, LGIPs, fixed income, and public finance services
• Strong project management and organizational skills; ability to juggle multiple priorities under tight deadlines
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with RFP content databases required;
  Expedience experience strongly preferred
• Collaborative and professional communication style, with the ability to engage senior stakeholders and subject matter experts
• Self-directed, resourceful, and proactive in solving challenges and elevating the firm's competitive positioning