📌 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: June 3, 2025
🔹 Experience Level: Entry-level (0-2 years)
🔹 Remote Status: On-site (Hybrid)
🚀 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 essential.
📋 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: This role involves a high degree of attention to detail and the ability to manage multiple tasks and 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:
- Proven experience in RFP writing for financial services
- Excellent communication and writing skills
- Strong attention to detail
- Ability to work well with teams
- Proficiency in Qvidian/Upland (desired)
Preferred Skills:
- Experience with proposal software
- Knowledge of financial services industry
ASSUMPTION: While a degree in Finance is desired, candidates with relevant experience in RFP writing and a strong understanding of financial services may also be considered.
💰 Compensation & Benefits
Salary Range: $60,000 - $80,000 per year (Based on industry standards for entry-level RFP writers in New York)
Benefits:
- Competitive benefits package
- Hybrid work arrangement
- Opportunities for learning and development
Working Hours: Full-time (40 hours per week), with flexibility for occasional overtime as needed
ASSUMPTION: The salary range provided is an estimate based on industry standards for entry-level RFP writers in New York. The actual salary may vary based on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: MUFG Investor Services operates in the financial services industry, specifically in asset servicing and operational solutions for alternative funds.
Company Size: MUFG Investor Services is a division of Mitsubishi UFJ Financial Group (MUFG), one of the world's largest financial institutions with approximately $3 trillion in assets. This provides the company with significant resources and stability.
Founded: MUFG Investor Services was founded as a division of MUFG, which was established in 2005 through the merger of Mitsubishi Tokyo Financial Group and UFJ Holdings.
Company Description:
- MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds
- Offers a wide range of asset servicing and operational solutions built for alternatives
- Operates from 17 locations worldwide, helping clients mitigate risk, enhance efficiency, and navigate operational complexities
Company Specialties:
- Fund administration
- Banking, payments, and fund financing
- Foreign exchange overlay, corporate, and regulatory services
- Custody and depositary solutions
- Business consulting
Company Website: www.mufg-investorservices.com
ASSUMPTION: MUFG Investor Services' extensive global presence and wide range of services enable it to provide comprehensive support to its clients.
📊 Role Analysis
Career Level: Entry-level to mid-level, with opportunities for growth and development
Reporting Structure: The Junior RFP Writer will report directly to the Senior RFP Writer and work closely with various internal stakeholders
Work Arrangement: Hybrid work arrangement, with a combination of on-site and remote work
Growth Opportunities:
- Progression to Senior RFP Writer or other related roles within the company
- Expanding knowledge of the financial services industry and related regulations
- Developing skills in proposal development and management
ASSUMPTION: This role offers opportunities for career growth and development within the company and the broader financial services industry.
🌍 Location & Work Environment
Office Type: Modern, collaborative office space
Office Location(s): 1221 Avenue of the Americas, New York, NY
Geographic Context:
- New York City is a major financial hub, offering numerous networking opportunities and industry events
- The office is located in Midtown Manhattan, providing easy access to public transportation and amenities
- The city's vibrant culture and diverse neighborhoods offer a wide range of recreational and cultural activities
Work Schedule: Monday-Friday, 9:00 AM - 5:00 PM, with flexibility for occasional overtime as needed
ASSUMPTION: The office environment is designed to foster collaboration and innovation, with state-of-the-art facilities and amenities.
💼 Interview & Application Insights
Typical Process:
- Initial phone or video screen to assess communication skills and fit for the role
- In-depth interview with the hiring manager to discuss responsibilities, qualifications, and career goals
- Skills assessment or case study to evaluate writing and analytical skills
- Final interview with senior leadership to discuss company culture and long-term fit
Key Assessment Areas:
- Writing and communication skills
- Attention to detail and accuracy
- Ability to work well with teams and collaborate with stakeholders
- Understanding of financial services industry and regulations
Application Tips:
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Provide examples of previous RFP or proposal writing experience
- Demonstrate your understanding of the financial services industry and MUFG Investor Services' offerings
- Prepare questions to ask the interviewer about the company, team, or role to show your interest and engagement
ATS Keywords: RFP writing, proposal development, financial services, attention to detail, team collaboration, Qvidian/Upland
ASSUMPTION: The application process may vary based on the specific needs of the hiring team and the volume of applicants.
🛠️ Tools & Technologies
- Qvidian/Upland (desired)
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Database management software (e.g., SQL, Access)
ASSUMPTION: Familiarity with Qvidian/Upland is a plus, but not required. Training will be provided for the right candidate.
👔 Cultural Fit Considerations
Company Values:
- Client-centric
- Collaborative
- Innovative
- Respectful
- Accountable
Work Style:
- Collaborative and team-oriented
- Results-driven and proactive
- Adaptable and open to feedback
- Attentive to detail and committed to quality
Self-Assessment Questions:
- Do you have strong communication and writing skills, with a keen eye for detail?
- Are you comfortable working with teams and collaborating with stakeholders?
- Do you have a solid understanding of the financial services industry and relevant regulations?
- Are you adaptable and open to feedback, with a commitment to continuous learning and improvement?
ASSUMPTION: MUFG Investor Services values a diverse and inclusive work environment, where employees are encouraged to bring their unique perspectives and experiences to the table.
⚠️ Potential Challenges
- Managing multiple tasks and deadlines in a fast-paced environment
- Adapting to the specific requirements and formats of different RFPs
- Collaborating with various internal stakeholders to gather and incorporate feedback
- Ensuring consistency in tone and style across sections written by different team members
ASSUMPTION: These challenges can be overcome with strong organizational skills, attention to detail, and effective communication.
📈 Similar Roles Comparison
- Compared to other RFP Writer roles, this position offers a competitive salary range and opportunities for growth and development within a large, global financial institution
- In the financial services industry, RFP Writers are in high demand, with many opportunities for career advancement and specialization
- This role offers a unique blend of writing, analytical, and collaborative skills, making it an attractive option for candidates with a strong foundation in financial services and a passion for proposal development
ASSUMPTION: While the specific responsibilities and requirements of RFP Writer roles may vary, the core skills and knowledge required for success in this field are consistent across industries and organizations.
📝 Sample Projects
- Developing a comprehensive RFP response for a major hedge fund client, including detailed analysis and recommendations
- Collaborating with the marketing team to create a standardized RFP response template for a new product offering
- Assisting in the creation of a database to store and manage previous RFP responses, ensuring consistency and accuracy
ASSUMPTION: These sample projects illustrate the range of responsibilities and opportunities available to the Junior RFP Writer in this role.
❓ Key Questions to Ask During Interview
- Can you describe the typical RFP response process and how this role fits into it?
- How does the team collaborate and communicate to ensure consistency and accuracy in RFP responses?
- What opportunities are there for growth and development within the company and the broader financial services industry?
- How does the company support work-life balance for its employees?
- Can you provide an example of a challenging RFP response and how the team approached it?
ASSUMPTION: These questions are designed to help the candidate better understand the role, the team, and the company, and to demonstrate their interest and engagement in the process.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- 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, the financial services industry, and the specific requirements of the role
- Prepare questions to ask the interviewer about the company, team, or role to show your interest and engagement
- Follow up with the hiring manager within 24 hours of the interview to express your appreciation and reiterate your interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
