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Senior Proposal Analyst
Fidelity Investments
Smithfield, RI, United States
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The Senior Proposal Analyst will report directly to the Director of Proposal Services within the overall Marketing organization at Fidelity Institutional Asset Management. Considered a core role within the Proposal Services team, the Senior Proposal Analyst will be responsible for strategic proposal development and client/consultant due diligence.
The Expertise We’re Looking For
• Bachelor's degree (major in English, Communications or Business preferred).
• 5-8 years financial services industry experience required
• Must work effectively with minimal supervision. This position requires an individual who brings strong project management skills and ability to make decisions, escalate business issues and adjust project scope in response to various inputs.
The Purpose of Your Role
As a senior proposal analyst, you are expected to serve as a team leader, executing multiple prospect requests for proposals (RFPs) and client due diligence questionnaires (DDQs) simultaneously, while helping mentor your junior analysts.
The Skills You Bring
• You are a well-rounded professional with strong project management skills, exceptional communication skills and comfort working with senior members across the Fidelity organization
• You are a collaborator and can work effectively across the Fidelity organization, with multiple internal business partners (including senior investment staff, product partners, legal and compliance) in order to execute highly-customized RFPs and DDQs
• You’re proactive – you stay ahead of deadlines, keeping business partners apprised of milestones, escalating any issues quickly
• You engage and consult with internal business partners and your managers in order to provide any necessary issue resolution
• Superior attention to accuracy and detail and a commitment to delivering top quality work are of the utmost important to you.
• You have experience working with major software applications including Microsoft Office and Adobe.
The Value You Deliver
• Function as an experienced proposal writer, who is capable of executing several projects at once while managing internal business partners’ expectations
• Review elements of RFP (e.g., contracts, legal forms, prospect objectives, etc.) in order to ensure proper internal business partners are engaged in a timely matter.
• Proactively provide status updates to team members, escalate issues quickly and recommend solutions for any necessary issue resolution.
• Research appropriate proposal responses through supplied content database.
• Assure integrity of the supplied quantitative data by confirming data with appropriate sources.
• Review final RFP/DDQ to ensure Fidelity branding has been applied, department quality standards have been met and compliance with company and department policies are in place.
How Your Work Impacts the Organization
The Proposal Services team plays an important role in supporting the organization’s sales effectiveness and client retention objectives.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.