📌 Core Information
🔹 Job Title: Senior RFP Writer
🔹 Company: MUFG Investor Services
🔹 Location: New York, New York, United States
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: June 26, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Hybrid
🚀 Job Overview
Key aspects of this role include:
- Collecting and maintaining responses to requests for proposal (RFP)
- Assisting the RFP Manager 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 writing skills, attention to detail, and the ability to work effectively with various teams to ensure proposals are submitted accurately and on time.
📋 Key Responsibilities
✅ Collect and maintain responses to RFPs
✅ Assist the RFP Manager 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
✅ Collaborate with internal stakeholders to keep data and responses updated
ASSUMPTION: The responsibilities listed above are subject to change based on business needs and may evolve over time.
🎯 Required Qualifications
Education: Bachelor's Degree in Finance (desired)
Experience: A minimum of 5 - 8 years' experience in RFP writing for financial services.
Required Skills:
- Proven experience in RFP writing for financial services
- Strong writing and communication skills
- Attention to detail and ability to maintain consistent tone
- Database management skills
- Ability to work effectively with various teams
Preferred Skills:
- Experience with Qvidian/Upland
ASSUMPTION: While not explicitly stated, proficiency in Microsoft Office Suite and familiarity with proposal software are likely to be beneficial for this role.
💰 Compensation & Benefits
Salary Range: $80,000 - $120,000 per year (Based on industry standards for a Senior RFP Writer role in New York)
Benefits:
- Competitive benefits package
- Hybrid work arrangement
- Opportunities for learning and development
Working Hours: Full-time (40 hours per week)
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
Founded: Not specified
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.
- 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.
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 is a well-established company with a strong reputation in the financial services industry, offering a wide range of services to clients worldwide.
📊 Role Analysis
Career Level: Senior
Reporting Structure: This role reports directly to the RFP Manager.
Work Arrangement: Hybrid - a mix of on-site and remote work.
Growth Opportunities:
- Potential to take on more responsibilities and advance within the department
- Opportunities to work on diverse projects and gain exposure to various aspects of the business
- Chance to develop skills in proposal development and database management
ASSUMPTION: As a senior role, this position offers opportunities for career growth and development within the company.
🌍 Location & Work Environment
Office Type: Hybrid - a mix of on-site and remote work
Office Location(s): 1221 Avenue of the Americas, New York, NY 10036, United States
Geographic Context:
- New York City is a major financial hub with numerous opportunities for networking and professional growth
- The office is located in Midtown Manhattan, offering easy access to public transportation and various amenities
- The city offers a diverse range of cultural, recreational, and dining options
Work Schedule: Full-time (40 hours per week), with flexibility for remote work
ASSUMPTION: The hybrid work arrangement provides a balance between on-site collaboration and remote flexibility, allowing employees to work in an environment that suits their preferences and needs.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the HR department
- In-depth interview with the hiring manager and/or team members
- Background check and reference verification
- Job offer
Key Assessment Areas:
- Writing and communication skills
- Attention to detail and accuracy
- Ability to work effectively with various teams
- Proposal development and database management skills
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Provide specific examples of your RFP writing experience and accomplishments
- Demonstrate your understanding of the financial services industry and the company's services
ATS Keywords: RFP Writing, Proposal Development, Database Management, Financial Services, Attention to Detail, Communication Skills
ASSUMPTION: The application process may vary depending on the company's current hiring needs and the volume of applications received.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Proposal software (e.g., Qvidian/Upland)
- Database management software (e.g., Microsoft Access, SQL)
ASSUMPTION: The tools and technologies listed above are commonly used in this role and may vary depending on the company's specific needs and preferences.
👔 Cultural Fit Considerations
Company Values:
- Client-centric
- Collaborative
- Innovative
- Responsible
Work Style:
- Team-oriented
- Results-driven
- Adaptable and flexible
- Attention to detail
Self-Assessment Questions:
- Do you have strong writing and communication skills, with a keen eye for detail?
- Are you comfortable working with various teams and collaborating to meet deadlines?
- Do you have experience with proposal development and database management?
ASSUMPTION: Candidates who align with the company's values and work style are more likely to be successful in this role and contribute to the team's overall success.
⚠️ Potential Challenges
- Meeting tight deadlines for RFP responses
- Managing multiple projects and priorities simultaneously
- Keeping up with changes in the financial services industry and regulatory environment
- Adapting to a hybrid work environment and balancing on-site and remote work
ASSUMPTION: The challenges listed above are common to this role and can be overcome with strong organizational skills, effective time management, and a willingness to adapt to change.
📈 Similar Roles Comparison
- Compared to other RFP Writer roles, this position offers a more senior-level focus and greater responsibility for managing the RFP process
- In the financial services industry, RFP Writers are in high demand, and this role offers the opportunity to work with a global leader in asset servicing and operational transformation
- Career progression in this role could lead to opportunities in management or specialized areas within the company
ASSUMPTION: This role offers unique opportunities and challenges compared to similar positions in the industry, and candidates should consider their career goals and preferences when evaluating this opportunity.
📝 Sample Projects
- Developing an RFP response for a new client in the private equity sector
- Updating the company's RFP database to reflect changes in services and offerings
- Collaborating with the marketing department to create standardized proposal language for use across the company
ASSUMPTION: The sample projects listed above are intended to illustrate the types of tasks and responsibilities associated with this role and may vary depending on the company's specific needs and priorities.
❓ Key Questions to Ask During Interview
- What are the most challenging aspects of this role, and how can I best prepare for them?
- How does this role fit into the overall RFP process, and what are the key priorities for the first 90 days?
- What opportunities are there for professional development and growth within the company?
- How does the company support work-life balance for employees in this role?
- What is the company's approach to diversity, equity, and inclusion, and how does this role contribute to those initiatives?
ASSUMPTION: Asking thoughtful questions during the interview process demonstrates your interest in the role and provides valuable insights into the company's culture and priorities.
📌 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 the interview by researching the company and practicing common interview questions
- Follow up with the hiring manager after the interview to express your appreciation and reiterate your interest in the role
- If selected for the position, complete the onboarding process and report to work as scheduled
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
