Senior Proposal and Investment Writer

Heitman

$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; preferred in Journalism, English, Political Science, Marketing, or Communications.
  • 7 years of direct job-related experience in proposal writing.
  • Experience in financial services, real estate, or professional services necessary.
  • Proficient in MS Office Suite and SharePoint; experience with PMAPS or Qvidian is a plus.
  • Exceptional writing, editing, and proofreading skills.

Responsibilities

  • Write and edit responses to RFPs across all products and regions.
  • Analyze RFP requirements and organize content accordingly.
  • Coordinate with sales and investment teams to establish timelines and content ownership.
  • Maintain and update the RFP content library and consultant databases.
  • Develop and write thought leadership pieces to showcase investment capabilities.
  • Collaborate with experts to publish articles in industry publications.
  • Review and edit quarterly and annual client communications.

Benefits

  • Opportunity to collaborate with global teams across complementary business units.
  • Be part of a fast-paced environment that values attention to detail and time management.
  • Engagement in a role that combines writing expertise with strategic thought leadership development.
Full Job Description
Job Description

Our Chicago office is seeking a Senior Proposal Writer who will develop responses to requests for proposals and due diligence questionnaires from consultants and prospective clients. This position will also handle updating the PMAPs content library, develop marketing collateral for the firm's funds and strategies, and will edit client communications, including quarterly and annual reports. The Senior Proposal Writer will work across Heitman's three complementary business units and will support the firm globally. This position will interact regularly with sales & client service, investment team members, and senior management. As the position will handle a high volume of work in a fast-paced environment, ideal candidates will exhibit strong attention to detail and the ability to effectively manage time and prioritize assignments.

Primary Duties - May include, but not limited to the following:
  • RFPs
    • Write, organize, edit and format responses to requests for proposals (RFPs) across all of Heitman's products and geographic regions
    • Analyze RFP requirements in order to write, answer, organize and edit proposal content
    • Coordinate sales and investment teams to establish RFP timelines and determine content ownership
    • Add new, update and maintain existing content within the firm's RFP database
    • Work with investment team members to develop and write new content
    • Ensure timely deliverable of quarterly updates, including documents in RFP library and updates to proposal database
    • Responsible for updating consultant databases on a regular basis
    • Provide feedback and recommendations to improve processes
    • Responsible for tracking, analysis and/or reporting on trends and RFP process effectiveness
  • Thought leadership development
    • Write, and coordinate development of various thought leadership pieces that can be leveraged across multiple platforms and present the firm's investment capabilities in the context of global secular and cyclical macroeconomic developments and client investment
      challenges and objectives
    • Collaborate with resident experts and author articles to be published in target industry and other publications
    • Review and edit client communications, including quarterly and annual reports
    • Responsible for tracking, analysis and/or reporting on effectiveness


Qualifications

EDUCATION

Excellent academic qualifications; Bachelor's degree required. Degrees in Journalism, English, Political Science, Marketing or Communications preferred.

EXPERIENCE

  • 7 years of direct job-related experience required
  • Financial services, real estate, or professional services industry experience a must

KNOWLEDGE, SKILLS, AND ABILITIES - The following are essential:
  • Strong writing, editing, proofreading skills are essential
  • Direct experience leading, writing, editing and preparing RFPs
  • Direct experience leading, writing, editing and preparing thought leadership, content programs
  • Superior project management skills
  • Excellent interpersonal, verbal and written communication skills
  • High level of professionalism, client service skills and an enthusiastic team player
  • Ability to work efficiently and handle multiple projects in a fast-paced environment
  • Must be a results-oriented self-starter with strong attention to detail
  • Proficient in MS Office Suite (Word, Excel, PowerPoint), SharePoint
  • Experience working in PMAPS or Qvidian preferred


Additional Information

Interested professionals should apply via our website at www.heitman.com. Please make sure to select "careers" under the About tab to submit your cover letter and resume. If you are a Heitman employee, please make sure to apply using your Heitman email address.

NO PHONE CALLS PLEASE

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