📌 Core Information
🔹 Job Title: Junior RFP Writer
🔹 Company: MUFG Investor Services
🔹 Location: New York, NY
🔹 Job Type: Full-time, Hybrid
🔹 Category: Financial Services
🔹 Date Posted: May 7, 2025
🔹 Experience Level: Entry-level (0-2 years)
🔹 Remote Status: On-site with hybrid flexibility
🚀 Job Overview
Key aspects of this role include:
- Collecting and maintaining responses to requests for proposal (RFP)
- Assisting the Senior RFP Writer in preparing each section of an RFP response
- Creating and maintaining a database for storing and validating previous responses
- Ensuring content matches the RFP and includes standard or approved proposal language
- Collaborating with internal stakeholders to keep data and responses updated
ASSUMPTION: This role requires strong attention to detail, excellent communication skills, and the ability to work well with teams. Previous experience in RFP writing for financial services is highly valued.
📋 Key Responsibilities
✅ Collect and maintain responses to RFPs
✅ Assist the Senior RFP Writer in preparing each section of an RFP response
✅ Create and maintain a database for storing and validating previous responses
✅ Ensure content matches the RFP and includes standard or approved proposal language
✅ Follow up with team members to get feedback and revisions
✅ Ensure proposal development stays on schedule
✅ Collaborate with internal stakeholders to keep data and responses updated
ASSUMPTION: The Junior RFP Writer will be expected to manage their time effectively, prioritize tasks, and work well under deadlines.
🎯 Required Qualifications
Education: Bachelor's Degree in Finance (desired)
Experience: A minimum of 1 - 2 years' experience in RFP writing for financial services.
Required Skills:
- Excellent written and verbal communication skills
- Strong attention to detail
- Ability to work well with teams
- Proficiency in Microsoft Office Suite
- Familiarity with Qvidian/Upland (a plus)
Preferred Skills:
- Experience with proposal software
- Knowledge of financial services industry
ASSUMPTION: Candidates with relevant experience in RFP writing and a strong understanding of the financial services industry will be highly competitive for this role.
💰 Compensation & Benefits
Salary Range: $55,000 - $70,000 per year (based on industry standards for entry-level RFP writers in New York)
Benefits:
- Health, dental, and vision insurance
- 401(k) plan with company match
- Paid time off (vacation, sick, and holidays)
- Employee assistance program
- Tuition reimbursement
- Professional development opportunities
Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM with flexibility for hybrid work arrangement
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 1,001-5,000 employees (Mid-sized)
Founded: MUFG Investor Services is a division of Mitsubishi UFJ Financial Group (MUFG), which was founded in 2005
Company Description:
- MUFG Investor Services is a global leader in asset servicing and operational transformation, built for alternatives.
- They offer a wide range of services, including fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more.
- With over $1 trillion in client assets under administration, they serve many of the world’s largest public and private funds.
Company Specialties:
- Regulated Funds
- Hedge Funds
- Real Estate
- Real Assets
- Private Equity and Private Debt
- Fund of Hedge Funds
- Foreign Exchange
- Securities Lending
- Banking & Liquidity Solutions
- ESG and Regulatory Reporting
- Custody and Depositary
- Middle Office Outsourcing
- Fund Administration
- Trustee
- Debt Services
- Fund Financing
- Foreign Exchange Overlay
- Asset Servicing
- Regulatory Reporting Services
- Post Trade Operations
- Banking
- Payments
- Venture Capital
- and Infrastructure
Company Website: www.mufg-investorservices.com
ASSUMPTION: MUFG Investor Services is a well-established company with a strong reputation in the financial services industry. They offer a range of services and have a global presence, providing opportunities for career growth and development.
📊 Role Analysis
Career Level: Entry-level (Junior)
Reporting Structure: The Junior RFP Writer will report directly to the Senior RFP Writer.
Work Arrangement: Hybrid (on-site with flexibility for remote work)
Growth Opportunities:
- Advancement to Senior RFP Writer or other roles within the proposal development team
- Expansion of responsibilities to include other aspects of proposal development or management
- Opportunities to work on high-profile projects and gain exposure to senior leadership
ASSUMPTION: This role offers opportunities for professional growth and development within the proposal development team and across the broader organization.
🌍 Location & Work Environment
Office Type: Modern, collaborative office space
Office Location(s): 1221 Avenue of the Americas, New York, NY 10036
Geographic Context:
- New York City is a major global financial hub, offering numerous networking and professional development opportunities.
- The office is located in Midtown Manhattan, providing easy access to public transportation, restaurants, and cultural attractions.
- The hybrid work arrangement offers flexibility to balance work and personal life.
Work Schedule: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM with flexibility for hybrid work arrangement
ASSUMPTION: The office environment is designed to foster collaboration and innovation, with a mix of open and private workspaces. The hybrid work arrangement offers flexibility to balance work and personal life.
💼 Interview & Application Insights
Typical Process:
- Initial phone or video screen to assess communication skills and cultural fit
- In-depth interview with the Senior RFP Writer to discuss the role and assess relevant skills and experience
- Final interview with the hiring manager or a panel of stakeholders to discuss career goals and fit within the team
Key Assessment Areas:
- Communication skills (written and verbal)
- Attention to detail
- Ability to work well with teams
- Understanding of the financial services industry (desired)
- Problem-solving skills
Application Tips:
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Provide specific examples of your RFP writing experience and any relevant projects you've worked on
- Demonstrate your understanding of the financial services industry and how your skills and experience make you a strong fit for this role
ATS Keywords: RFP Writing, Proposal Development, Financial Services, Database Management, Content Consistency, Team Collaboration
ASSUMPTION: The application process for this role is likely to be competitive, with a focus on strong communication skills, attention to detail, and relevant experience in RFP writing for financial services.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Qvidian/Upland (a plus)
- Proposal software (e.g., ProposalPoint, RFP360)
ASSUMPTION: Familiarity with proposal software and Microsoft Office Suite is essential for this role. Experience with Qvidian/Upland is a plus but not required.
👔 Cultural Fit Considerations
Company Values:
- Client-centric
- Collaborative
- Innovative
- Responsible
- Respectful
Work Style:
- Team-oriented
- Adaptable
- Results-driven
- Attention to detail
Self-Assessment Questions:
- Do you have strong written and verbal communication skills?
- Are you detail-oriented and able to manage multiple tasks and deadlines?
- Do you work well with teams and enjoy collaborating with others?
- Are you familiar with the financial services industry and its unique requirements?
ASSUMPTION: MUFG Investor Services values employees who are client-centric, collaborative, innovative, responsible, and respectful. They seek candidates who are team-oriented, adaptable, results-driven, and detail-oriented, with strong communication skills and a solid understanding of the financial services industry.
⚠️ Potential Challenges
- Managing multiple RFP responses and deadlines simultaneously
- Adapting to the unique requirements and language of each RFP
- Ensuring consistency in tone and style across responses from different writers
- Navigating a large, global organization with numerous departments and stakeholders
ASSUMPTION: The Junior RFP Writer will need to be organized, detail-oriented, and able to manage multiple tasks and deadlines effectively. They will also need to be adaptable and able to work well with various stakeholders across the organization.
📈 Similar Roles Comparison
- Unlike other proposal development roles, this position focuses specifically on RFP writing and management
- This role requires a strong understanding of the financial services industry and its unique requirements
- Career progression in this role may lead to opportunities in senior proposal development or management, as well as other areas within the organization
ASSUMPTION: This role is unique in its focus on RFP writing and management within the financial services industry. While there may be similarities with other proposal development roles, the specific requirements and context of this position set it apart.
📝 Sample Projects
- Developing a comprehensive RFP response for a major hedge fund client
- Managing a database of previous RFP responses and ensuring their ongoing validity
- Collaborating with internal stakeholders to gather and incorporate feedback on an RFP response
ASSUMPTION: These sample projects illustrate the key responsibilities and required skills for the Junior RFP Writer role, providing insight into the day-to-day tasks and expectations of the position.
❓ Key Questions to Ask During Interview
- Can you describe the typical RFP response process and how this role fits into it?
- How does this role collaborate with other departments and stakeholders within the organization?
- What opportunities are there for professional growth and development within this role and the broader organization?
- How does the company support work-life balance for employees in this role?
- What are the most challenging aspects of this role, and how can I best prepare for them?
ASSUMPTION: These interview questions are designed to provide insight into the day-to-day responsibilities, team dynamics, and career growth opportunities for the Junior RFP Writer role at MUFG Investor Services.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through the MUFG Investor Services careers page
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare for your interview by researching the company, the role, and the financial services industry
- Follow up with the hiring manager or recruiter after your interview to express your interest in the role
- If selected for the position, be prepared to provide references and complete a background check
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
