RFP Analyst, Client Services

NISA Investment Advisors

  • Saint Louis, MO
  • Permanent
  • Full-time
  • 19 days ago
NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. NISA manages over $285 billion in fixed income and equity securities and over $159 billion in derivative notional value. We seek bright, motivated individuals who can contribute to our growing team of professionals. Candidates with a high degree of independent thinking skills, strong analytical and quantitative skills, and team playing abilities are encouraged to apply.ResponsibilitiesThe RFP team is part of NISA’s Client Services Group and plays a strategic role in supporting new business development and client transparency. The RFP Analyst will be responsible for managing and responding to incoming requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires (DDQs). This includes coordinating with subject matter experts across the firm to craft accurate, compelling responses that reflect NISA’s investment capabilities.Key responsibilities include:
  • Drafting, editing, and proofreading written responses for RFPs, RFIs, and DDQs
  • Collaborating with internal teams to gather and verify information
  • Managing and updating proposal content in Loopio
  • Compiling and analyzing data using proprietary Excel workbooks
  • Ensuring consistency, clarity, and compliance across all materials
  • Supporting process improvements and content quality initiatives
Qualifications
  • Bachelor’s degree in finance, economics, communications, or a related field
  • 3+ years of relevant experience in RFPs, investment communications, or financial services preferred
  • Strong writing, editing, and project management skills
  • Detail-oriented with the ability to manage multiple deadlines
  • Proficient in MS Word, Excel (including formulas), and PowerPoint
  • Experience with RFP content software (e.g., RocketDocs, Loopio, Qvidian) is a plus
  • General knowledge of financial services and investment management preferred
  • Team-oriented with a proactive, collaborative approach
NISA’s culture encourages collaboration and innovation. We seek self-motivated, intellectually curious individuals willing to push themselves and others in an environment that celebrates fresh thinking. We equip employees with the resources needed to excel and we encourage personal development. NISA is dedicated to internally cultivating and rewarding talent. Employees at NISA are provided with a wide range of benefits, including health, dental, vision and life insurance options, paid time off, a competitive retirement plan, onsite cafeteria, fitness center, a health and wellness program and an educational assistance program.NISA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

NISA Investment Advisors