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Job Information

T. Rowe Price RFP Specialist in Baltimore, Maryland

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

Role Summary

The RFP Specialist plays a critical role in analyzing, coordinating and integrating qualitative and quantitative information in order to meet the firm’s client servicing and sales objectives across business segments (Global Distribution - Americas). The RFP Specialist acts with minimal supervision to ensure outputs including, but not limited to: Request for Proposal (RFP), Request for Information (RFI), and Annual Due Diligence Questionnaires (DDQ) are created accurately and timely in accordance with client expectations.

The primary responsibilities of the RFP Specialist include:

  • Creating the initial draft response with special attention to question/answer alignment for strategy, vehicle and relevance to region or business segment across all standard content responses including compliance, legal, operations etc.

  • Sourcing quantitative information and acting as proxy for the RFP Editor in the delegation of outputs to data suppliers,

  • Identifying and researching outliers and serving as lead interface to the 100+ senior-level subject matter experts (SMEs) and client-facing associates on questions associated with each RFP or related output,

  • Interacting with Investment Strategy Writers, RFP Content Managers and members of Investments to update content in the RFP database, and analyzing and reviewing quantitative portfolio data to ensure accuracy.

PRINCIPAL RESPONSIBILITIES

Request for Proposal Project Management – The RFP Specialist employs a project management approach to facilitate the production of sales proposals and DDQs through: planning - engage with the RFP Editors to gather background information, define tasks and coordinate SMEs; research & execution: prioritize, task management and primary completion and ongoing population of all requests; review & integration: coordinate outgoing and incoming responses, analyze document for accuracy and completeness, finalize document for hardcopy delivery; reporting & storage: manage and save all correspondence and report metrics.

This role involves managing deadline dependencies across multiple data and content contributors.

Annual Due Diligence Project Management – In addition to the above, the RFP Specialist is also responsible for coordinating the completion of annual DDQs in the support of client retention efforts which includes careful attention to the following non-standard factors: at-risk clients, time zone/country coordination, multi-TRP reporting entities, sub-advised (custom) vs mutual fund (standard) client response level, division owner (GCO, Legal, Sales) and previous DDQ roadmap.

Content Aggregation and Capture – Utilizing the RFP content repository, the RFP Specialist is the primary source for identifying the most suitable response for questions and ensuring the content is in compliance with RFP content management standards. The RFP Specialist may draw upon sources outside of the content repository such as kit pages or the TRP intranet, to develop RFP content or ensure consistency across collateral.

In addition, the Specialist must refine the document employing high editorial standards, an ability to cite passages that may require clarification and supporting proof/data points, analyzing and amending content/data gaps, and confirming strategy/product alignment. The Specialist is also charged with being a contributing manager to the processes/procedures and document management arc, including ongoing review and upgrade of both practices and outputs, in order to support volumes and scalability. In that role, the Specialist must be adept at value chain management from conception to completion so that the unit’s institutional content is managed smoothly and seamlessly in the service of competitive and compelling outputs.

Risk mitigation is a key objective for the RFP Specialist. He/she would play a lead role to ensure that original or revised answers are captured and vetted, in association with contributors such as the RFP Content Management Team and, so that outliers are converted into answers, all attributes are captured and SMEs are not burdened with repeat requests.

Strategy/Product Alignment—The RFP Specialist is responsible for ensuring strategy/product alignment, which includes analyzing consistency of investment content from various sources, including selective interaction with Investment Management. This requires participation in Portfolio Specialist quarterly calls and other means of communication in order to keep abreast of strategy/vehicle developments in terms of structure, staffing, performance and competitive strengths.

The RFP Specialist will work with Proposal Content Managers on the ongoing development of and/or upgrade of new and existing investment and non-investment content as needed.

Relationship Management—The RFP Specialist will help to coordinate strategic alliances and solidify RFP stakeholder relationships across the organization including proactively communicating with all internal team members— RFP Editors, Proposal Content Managers, Investment Strategy Writers—to ensure a smooth production process.

The RFP Specialist will manage selective and impactful encounters with high-level Subject Matter Experts in Investment Management, Legal, Compliance, Operations, Trading and other areas on a global basis. This requires subject matter mastery and the ability to clearly define the need and expectation around the encounter.

QUALIFICATIONS

Required

  • Bachelor's degree or the equivalent combination of education and relevant experience AND 4+ years of total relevant work experience

Preferred

  • 5+ years related work experience

  • Meaningful understanding of the investment industry

  • Experience in the completion of RFPs, RFIs and Due Diligence requests

  • Familiar with RocketDocs or other content repository software

  • Superior verbal and written communication skills

  • Strong editing/writing

  • Strong project management skills

  • Strong time management skills

  • Team player with excellent interpersonal skills and ability to multi-task

  • Motivated self-starter with ability to implement tactical initiative

  • Able to adjust to changes in workflow and direction

  • Full understanding of MS Office product suite (with a focus on Word, Excel, PowerPoint)

  • Experience with development of RFPs within investment management industry

  • Solid editorial skills

  • Experience working with PMAPs or other content repository software

Job Family: Product

Track: RFP Management

Level: S4

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.

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