Alternatives Private Markets RFP Writer, Presentation Designer – AVP

Role Overview

• Own full lifecycle of RFP, RFI, and DDQ responses from intake through submission
• Lead cross-functional coordination across Sales, Product, Technology, Legal, and Operations
• Manage timelines, deliverables, and quality control to ensure on-time, accurate submissions
• Drive response strategy, positioning, and differentiation aligned to client objectives
• Develop clear, concise, and compelling proposal content tailored to client requirements
• Translate complex business, technical, and investment concepts into client-facing narratives
• Maintain and evolve content libraries, templates, and reusable materials
• Enhance proposals through charts, diagrams, and structured visual storytelling
• Integrate narrative and design to deliver polished, professional submissions
• Ensure consistency in tone, branding, and formatting
• Apply structured project management to manage multiple concurrent proposals
• Design and execute PowerPoint pitch books and client presentations
• Apply and update client templates to presentations with consistency and technical formatting
• Create company branded and client charts, graphs, tables, icons and other infographics
• Create fully functional client branded PowerPoint templates
• Implementation of design principles; such as layout, alignment, color theory, typography, and visual hierarchy to create visually appealing and effective presentations
• Perform photo re-touching and photo manipulation
• Perform Logo creation, recreation or vectorization
• Design or recreate highly detailed and complex maps (shale, oil, pipelines)
• Design print collateral (invitations, signage, and banners)
• Leverage AI tools and prompt engineering to accelerate drafting and enhance quality
• Design automation workflows to improve efficiency, scalability, and content reuse

Requirements

• 5+ years of experience as a RFP Writer or similar capacity designing and editing financial documents, spreadsheets and presentations
• Expert knowledge of Microsoft PowerPoint, Word, Excel (non-technical), and Adobe Acrobat Pro
• Proven experience in proposal management, RFP writing, or bid management
• Experience with proposal platforms and content management tools
• Strong project management skills with ability to manage complex initiatives
• Exceptional writing and editing expertise (journalism or equivalent experience preferred)
• Advanced knowledge of Adobe Photoshop, InDesign, and Illustrator
• Strong knowledge and experience designing infographics, financial charts, tables and graphs
• Ability to work independently on a project or collaboratively as a team player and able to integrate with a diverse team with varying opinions and ideas
• Ability to take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards
• Ability to work with a job ticketing system, work well under pressure and make quick sound decisions
• Flexible and open to changing priorities and managing multiple tasks simultaneously within tight deadlines
• Research skills
• know the places to look and manage time spent efficiently
• Strong aptitude to acclimatize and learn quickly

Benefits

• our retirement savings plan (401K) with company match
• insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
• paid-time off including vacation, sick leave, short term disability, and family care responsibilities
• access to our Employee Assistance Program
• incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
• eligibility for certain tax advantaged savings plans