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Global Proposals, RFP Coordinator - Associate / Assistant Vice President

Lisbon, Portugal

About the Role

iCapital is seeking an Associate or Associate Vice President, Proposals Writer to join our growing Global Proposal Management team within the Firmwide Analytics and Initiatives department. This individual will lead iCapital’s responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and other client inquiries. This role will help build a centralized RFP content library crafting compelling context for the global iCapital business. This individual will develop and build strong cross-functional relationships with subject matter experts across Business Development, Legal, Compliance, Finance, Information Security, and Product. This role requires excellent writing skills, the ability to coordinate cross-functional teams, strong attention to detail, and the ability to thrive in a fast-paced environment. The ideal candidate has proposal experience in the financial services industry.

 

Responsibilities

  • Assist in the preparation and completion of DDQs, RFPs, and RFIs
  • Create compelling responses for assigned proposals, tailoring content to address client pain points and showcase the company's unique value proposition.
  • Review and edit proposal responses for consistency and compliance.
  • Collaborate with cross-functional teams, including business development, subject matter experts, and other stakeholders, to gather necessary information for proposals.
  • Independently solicit feedback from subject matter experts and internal stakeholders to refine and enhance proposal drafts. 
  • Coordinate necessary materials from stakeholders to assist with client calls
  • Work closely with the Marketing team to ensure brand consistency through proposal development.
  • Support the tracking and reporting of proposal activity, success rates, and client feedback.
  • Assist in process improvement initiatives to streamline RFP and DDQ workflows and increase team efficiency.

 

Qualifications

  • Bachelor's degree and 2-7 years of relevant professional experience is required
  • Excellent English oral and written communication skills
  • Proven ability to work independently, demonstrating strong initiative and problem-solving skills
  • Excellent project management skills with the ability to manage multiple time-sensitive projects simultaneously
  • Strong written and verbal communication skills, with the ability to articulate complex ideas and solutions in a clear and compelling manner
  • Proven track record of successfully managing complex RFP responses from inception to submission, resulting in wins and revenue growth
  • Ideally, fluency with RFP software, preferably with Responsive/RFPio

 

 

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 3 days a week with the flexibility to work remotely 2 days.

 

For additional information on iCapital, please visit https://www.icapital.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

 

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