Proposal Analyst

  • Competitive
  • Smithfield, RI, USA
  • Permanent, Full time
  • Fidelity Investments
  • 24 Feb 18 2018-02-24

Proposal Analyst

Proposal Analyst

A 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 RFP Analyst will be responsible for strategic proposal development and completion of client and consultant regular firm and investment due diligence.

The Expertise We're Looking For

  • Bachelor's degree (major in English, Communications or Business preferred).
  • 2-4 years financial services industry experience preferred; familiarity with institutional defined benefit business is ideal.
  • 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

In this role, you will be expected to work collaboratively with internal business partners (including Investment Professionals, Legal & Compliance, Marketing, Systems, Performance and more) to research, write, review and finalize accurate, well-written, custom responses to proposal questions which include current plan, operational, and investment statistics, process descriptions, and marketing language.

The Skills You Bring
  • You have a good understanding of the Financial Services industry, the Fidelity brand, and the services Fidelity Institutional Asset Management offers to the marketplace.
  • You bring both marketing communications/writing skills as well as experience managing dynamic projects, from concept through to delivery, often against tight turnaround times.
  • Attention to accuracy and detail and commitment to delivering top quality work are of the utmost important to you.
  • Excellent interpersonal skills and ability to communicate effectively with business partners internal and external to the team are a key strength of yours and you enjoy working collaboratively in a team environment.
  • As a self-starter, you appreciate the opportunity to work autonomously and are a motivated learner who is inquisitive and enjoys researching questions and looking for creative solutions
  • Excellent interpersonal skills and ability to communicate effectively with business partners internal and external to the team are a key strength of yours and you enjoy working collaboratively in a team environment.
  • You are adaptable and are comfortable working in a continuously changing environment.
  • You have experience working with Microsoft Office applications and working knowledge of Adobe applications and experience using content management applications such as Qvidian, Sant or other.

The Value You Deliver
  • Analyze proposal requirements with sales and other appropriate stakeholders and review provided documentation to identify prospect/client key objectives.
  • Assume overall responsibility for projects including: planning, organizing timeline and project deliverables.
  • Provide status updates to project team members on project progress and proactively alert appropriate team members of issues; provide recommended solution for issue resolution.
  • Provide ad hoc and regular reporting
  • Research appropriate project responses through supplied databases as well as any other identified sources; when necessary draft initial response to be reviewed with respective subject matter expert.
  • Assure integrity of the supplied data by confirming data with appropriate sources; review final copy to ensure department quality standards are met and compliance with company and department policies.
  • Coordinate all aspects of production process to assure their overall quality meets Fidelity Institutional Asset Management standards - create appropriate packaging elements such as covers and custom tabs, coordinate appropriate appendix and enclosure materials and work with internal and external printing services to ensure professional print quality.

How Your Work Impacts the Organization

The Proposal Services team plays an important role in supporting the organizations 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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.