Proposal Writer Proposal Writer …

in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Proposal Writer
RFP Writer / Proposal Specialist Charlotte, NC, United States/en-US/Barings/job/Charlotte--NC-United-States/RFP-Writer---Proposal-Specialist_JR_001780/apply

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Business Unit:

RFP Response

Title: RFP Writer / Proposal Specialist

Department: Product Management & Development

Location: Charlotte, NC

Job Summary

Barings' Product Management & Development Team is looking to recruit a RFP Writer. This position will be located in the Charlotte, NC office and reports to the RFP Manager. The primary objective for this role is to assist the company in raising assets by developing, maintaining and distributing clear, accurate, consistent and persuasive firm and product information for use in formal institutional and retail business proposals.

This role requires a pro-active, organized and diligent person, with a good level of investment knowledge and ability to work with a wide selection of employees across the firm, including senior investment, product management and sales professionals, to present our investment capabilities in the best light and assist in winning new business for the firm.

Primary Responsibilities

Primary responsibilities include the completion of requests for proposals (RFPs) and requests for information (RFIs) for institutional and wealth clients globally to tight deadlines, maintaining and disseminating product and firm information through the RFP database (PMAPS) and assisting the sales and product management teams with any requests for information they have. This person will be focused primarily on Barings full range of Fixed Income and Alternatives products.

  • RFP production process, organization and timeliness.
  • Ensure adherence to the formal RFP production, back-up and review process within the given client deadline.
  • Manage internal deadlines for those involved in the process, from Subject Matter Experts (SMEs) input across the company, as well as sales and product management/ investment review of each response.
  • RFP responses accuracy and quality.
  • Ensure that answers in RFPs are accurate and present the investment case for Barings in the best light at all times. Ensure that the competitive advantages of the company and our products come across strongly in RFPs.
  • Keep abreast of changes within the firm, product and industry, ensuring changes are reflected in RFPs and the RFP database. Ensure information flow through the RFP team.
  • Global Business Development Group and Product Management assistance timeliness and quality.
  • Respond to requests for assistance from Global Business Development Group, Product Management and other colleagues. Own and disseminate accurate product and firm information.
  • RFP database (PMAPs) development and maintenance of investment product content.
  • Assist in the on-going enhancement and maintenance of the RFP database of responses (PMAPs). Demonstrate strong writing ability to draft any new content required.
  • Work with product managers, investment managers and other content owners/ SMEs to ensure accurate, consistent and compelling content
  • Raising profile of RFP team within Barings.
  • Develop the RFP team's profile with the investment, product management and sales teams; build relationships and develop strong knowledge of product management, marketing and sales initiatives. Participate proactively in team projects and initiatives.
  • Fulfill additional, relevant, tasks appropriate to the role and business requirements


  • Bachelors degree in Finance, Economics, Marketing, or related field required
  • Two years of experience within the financial services industry; preferably within asset management. RFP Writing experience preferred but not essential.
  • Strong level of investment product knowledge
  • Strong written and verbal communication skills, ability to communicate effectively across the organization
  • Ability to prioritize workload to ensure deadlines are met
  • A positive, collegial attitude and a high level of professionalism
  • Attention to detail/accuracy oriented
  • Self-motivated, hard worker and eager to learn
  • Excellent time-management, multi-tasking and organization skills

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

Posted 4 Days AgoFull timeJR_001780

Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative, institutional-quality solutions and service.

Our team-driven culture is based on transparency, responsibility and putting our clients interests first. We listen to our clients to understand their needs, so that we can be a strategic advisor and long-term partner in meeting their unique investment goals. Risk management and protecting our investors capital over the long term is an essential component of our lasting partnerships.

Barings is also committed to building long-term relationships with our associates and providing opportunities and support to help them succeed. With our expanding business and global footprint, Barings offers a wealth of opportunities for associates who share our culture, values and commitment to excellence in client service.

As an organization, we believe that a diversity of perspectives and strengths is essential to meeting the evolving needs of our clients, and we are committed to attracting and retaining a talented workforce as diverse as the clients and communities that contribute to our success.