Boston, MA, USA
Apr 03, 2018
Apr 07, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Parametric is a leading global asset management firm. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers. At Parametric, we believe in doing a few key things really well. Our strategies apply scientific rigor and in-depth research to manage risk with a sharp focus on controlling costs. Our core competencies are in Better Beta, an improvement on existing passive options; Non-Traditional Alpha, a different take on key portfolio return drivers; and Efficient Implementation. Parametric is a majority-owned subsidiary of Eaton Vance Corp. and has offices in Seattle, WA, Minneapolis, MN, Westport, CT, Boston, MA and Sydney, Australia.




RFP Specialist, RFP and Sales Support - Relocation Opportunity to Seattle!

Department: Sales & Service Administration



General Description

The RFP Specialist is responsible for supporting the Institutional and Wealth Management distribution channels by responding to recurring and ad hoc due diligence requests with a particular focus on firm and strategy level information. The RFP & Sales Support team serves as the hub through which information is compiled and disseminated to both internal and external clients.  The position requires collaboration with multiple teams so we are looking for an individual with high initiative that has demonstrated the ability to work collaboratively in a team environment. The candidate must be detail oriented, have excellent communication and organizational skills.


Primary Responsibilities

  • Responsible for completing quarterly, monthly and ad hoc due diligence requests for existing clients with a qualitative focus.
  • Assist with the completion of RFPs and similar sales due diligence requests.
  • Develop strong relationships with internal subject matter experts with particular attention to developing strong investment/product knowledge.
  • Develop a full working knowledge of the firm's structure, key personnel and organizational policies and procedures in addition to a functional knowledge of a professional services environment.
  • Maintain and ensure accuracy within the RFP response database (Qvidian).


On an as-needed basis, assist with the following:

  • Maintenance of investment manager and consultant databases to ensure that they are populated accurately and on-time.
  • Tracking RFP progress and develop monthly and quarterly RFP metrics reports.
  • Assume other responsibilities as required.



Job Requirements

  • 4-year degree, preferably in a related discipline such as business, finance, economics, or marketing.
  • 1-3 years' industry or proposal writing experience.
  • Strong written and oral communication skills with a high attention to detail and accuracy.
  • Must have excellent organizational skills and be able to handle a heavy, deadline-oriented workload.
  • Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment.
  • Proficiency in Excel required and additional quantitative skills preferred but not required.

**Please enclose a cover letter with your application.**




Contact Info:

Interested candidates should submit their resume and cover letter online via the link below.




1918 Eighth Avenue, Suite 3100

Seattle, WA 98101




CFA, Finance, Writing, Sales Support, RFP, Request For Proposal, Proposal, RFI, Seattle

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