📌 Core Information
🔹 Job Title: Junior RFP Writer
🔹 Company: MUFG Investor Services
🔹 Location: New York, NY, USA
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: 2025-06-26
🔹 Experience Level: Entry-level (0-2 years)
🔹 Remote Status: Hybrid
🚀 Job Overview
Key aspects of this role include:
- Collating and maintaining RFP responses
- Assisting Senior RFP Writer in preparing RFP sections
- Creating and maintaining a database for RFP responses
- Ensuring consistent tone and approved language in proposals
- Coordinating with internal stakeholders for data and response updates
ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to work effectively with various teams.
📋 Key Responsibilities
✅ Collect and maintain responses to requests for proposal (RFP)
✅ Assist Senior RFP Writer in preparing each section of an RFP response
✅ Create and maintain a database for storing and validating previous responses
✅ Ensure changes bring a consistent tone to sections and match the RFP requirements
✅ Follow up with team members for feedback and revisions, and ensure proposal development stays on schedule
✅ Work with internal stakeholders to keep data and responses updated and usable for other questionnaires
ASSUMPTION: This role may involve working on multiple RFPs simultaneously, requiring strong prioritization and time management skills.
🎯 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:
- Proven experience in RFP writing for financial services
- Strong written communication skills
- Attention to detail and ability to maintain consistent tone
- Proficiency in using databases and content management systems (e.g., Qvidian/Upland)
- Ability to work effectively with cross-functional teams
Preferred Skills:
- Experience with Qvidian/Upland
ASSUMPTION: While not explicitly stated, proficiency in Microsoft Office Suite (Word, Excel) is likely expected for this role.
💰 Compensation & Benefits
Salary Range: $60,000 - $80,000 per year (Based on industry standards for entry-level RFP writers in New York City)
Benefits:
- Health, dental, and vision insurance
- 401(k) plan with company match
- Hybrid work arrangement
- Learning and development opportunities
- Competitive vacation and sick leave policies
Working Hours: Full-time (40 hours/week), with flexible hours and remote work options available
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's qualifications and experience.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services - Asset Servicing and Operational Solutions
Company Size: 1,001-5,000 employees (Mid-sized)
Founded: 1998 (as a division of Mitsubishi UFJ Financial Group)
Company Description:
- MUFG Investor Services is a global leader in asset servicing and operational transformation, built for alternatives.
- The company offers 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 and operating from 17 locations worldwide, MUFG Investor Services helps clients mitigate risk, enhance efficiency, and navigate the operational complexities of today's investment management landscape.
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
- Infrastructure
Company Website: www.mufg-investorservices.com
ASSUMPTION: MUFG Investor Services' mid-sized structure allows for a more personal work environment with ample opportunities for growth and learning.
📊 Role Analysis
Career Level: Entry-level to Mid-level (depending on experience and performance)
Reporting Structure: This role likely reports directly to the Senior RFP Writer or a similar manager within the Proposal or Business Development team.
Work Arrangement: Hybrid - A mix of remote work and on-site presence at the New York office.
Growth Opportunities:
- Progression to Senior RFP Writer or similar roles within the Proposal or Business Development team
- Expansion into other areas of the business, such as Fund Administration, Banking, or Business Consulting
- Potential international assignments, given the company's global presence
ASSUMPTION: Strong performance in this role could lead to career advancement opportunities within the company.
🌍 Location & Work Environment
Office Type: Hybrid - A mix of remote work and on-site presence at the New York office
Office Location(s): 1221 Avenue of the Americas, New York, NY 10020, USA
Geographic Context:
- New York City is a major global financial hub, offering numerous networking opportunities and industry events
- The office is located in Midtown Manhattan, providing easy access to public transportation, restaurants, and cultural attractions
- The hybrid work arrangement allows for a better work-life balance, with reduced commuting time and increased flexibility
Work Schedule: Standard business hours (9:00 AM - 5:00 PM ET), with flexibility for remote work and occasional overtime as needed
ASSUMPTION: The hybrid work arrangement may require occasional on-site presence for team meetings, training, or other collaborative activities.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screening with the HR department
- In-depth interview with the hiring manager or a member of the Proposal team
- Final interview with senior leadership or a panel of team members
- Background check and offer extension
Key Assessment Areas:
- Writing and communication skills
- Attention to detail and ability to maintain consistent tone
- Understanding of financial services and RFP processes
- Ability to work effectively with cross-functional teams
- Problem-solving and time management 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 achievements
- Demonstrate your understanding of the financial services industry and MUFG Investor Services' offerings
- Show enthusiasm for the role and the company's mission
ATS Keywords: RFP Writing, Proposal Development, Database Management, Content Editing, Team Collaboration, Financial Services Knowledge
ASSUMPTION: The interview process may include writing exercises or case studies to assess the candidate's RFP writing skills and problem-solving abilities.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel)
- Qvidian/Upland (preferred, but not required)
- Database management software (e.g., SQL, Access)
- Project management tools (e.g., Asana, Trello)
ASSUMPTION: Proficiency in Microsoft Office Suite is essential for this role, while experience with Qvidian/Upland or other proposal management software is a plus.
👔 Cultural Fit Considerations
Company Values:
- Client-centric
- Collaborative
- Innovative
- Responsible
- Performance-driven
Work Style:
- Team-oriented and collaborative
- Adaptable and responsive to changing priorities
- Attention to detail and commitment to quality
- Strong communication and interpersonal skills
Self-Assessment Questions:
- Do you thrive in a collaborative, team-oriented environment?
- Are you detail-oriented and committed to maintaining high-quality standards in your work?
- Do you have strong communication skills and the ability to work effectively with various teams?
- Are you adaptable and responsive to changing priorities and tight deadlines?
ASSUMPTION: MUFG Investor Services values employees who are client-focused, collaborative, and committed to delivering high-quality work.
⚠️ Potential Challenges
- Managing multiple RFP responses simultaneously, requiring strong prioritization and time management skills
- Adapting to the company's proprietary systems and processes
- Working with diverse teams across different time zones (for international RFPs)
- Keeping up with industry trends and regulatory changes that may impact RFP responses
ASSUMPTION: These challenges can be overcome with strong organizational skills, adaptability, and a commitment to continuous learning.
📈 Similar Roles Comparison
- Compared to other RFP Writer roles, this position may have a stronger focus on database management and ensuring consistent tone across proposals
- In the financial services industry, RFP Writers often work closely with Business Development, Marketing, and Sales teams to create compelling proposals that win new business
- Career progression in this role could lead to opportunities in Business Development, Marketing, or other areas of the business, depending on the candidate's skills and interests
ASSUMPTION: While the core responsibilities of RFP Writers may be similar across industries, the specific requirements and context will vary depending on the company and its offerings.
📝 Sample Projects
- Developing a comprehensive RFP response for a new client in the private equity space, including detailed information about the company's fund administration services and relevant case studies
- Updating the company's RFP response database to reflect changes in its offerings or industry regulations
- Collaborating with the Marketing team to create a library of pre-approved proposal content that can be easily customized for specific RFP responses
ASSUMPTION: These sample projects illustrate the range of responsibilities and collaborative nature of the Junior RFP Writer role at MUFG Investor Services.
❓ Key Questions to Ask During Interview
- Can you describe the typical RFP response process and how this role fits into the broader Proposal or Business Development team?
- How does the company support the professional development and growth of its Junior RFP Writers?
- What are the most challenging aspects of this role, and how can I best prepare to succeed in these areas?
- How does the company ensure that its RFP responses remain competitive and aligned with industry best practices?
- What is the company's approach to work-life balance, and how does this role fit into that framework?
ASSUMPTION: Asking thoughtful questions during the interview process demonstrates your interest in the role and provides valuable insights into the company's culture and expectations.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through the following link: Junior RFP Writer - MUFG Investor Services
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare for the interview by researching MUFG Investor Services' offerings and the financial services industry
- Follow up with the HR department one week after submitting your application to confirm receipt and inquire about the next steps in the interview process
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
