Strategic Financial Technical Writer jobs in United States
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PTMA Financial Solutions · 1 day ago

Strategic Financial Technical Writer

positionChicago, IL
timeFull-time
remoteOnsite
senioritySenior Level
money$75K/yr - $95K/yr
date5+ years exp

PTMA Financial Solutions is seeking an experienced and strategic RFP professional to lead the development of high-quality, customized responses to Requests for Proposals (RFPs) for their public sector investment services. This role is crucial in positioning PTMA’s capabilities in competitive processes and contributes to the firm's business development strategy.

Responsibilities

Lead the development and execution of customized RFP, RFI, and DDQ responses for investment advisory, LGIP, and other public-sector-focused services
Manage and continuously improve PTMA’s RFP content library and proposal templates to ensure consistency, accuracy, and competitive positioning
Collaborate with marketing, sales, investment, legal, and compliance teams to tailor responses and ensure technical and regulatory accuracy
Drive quality control, version management, and on-time delivery of all proposal materials
Track and report on proposal pipeline and win/loss trends to inform future strategy

Qualification

RFP response experienceInvestment product knowledgeAdvanced writing skillsMicrosoft Office SuiteRFP content databasesProject managementCollaborative communicationSelf-directedAttention to detail

Required

Bachelor's degree in business, finance, communications, or a related field
Minimum 5 -7 years of experience responding to RFPs within investment management or financial services, with direct experience supporting institutional or public sector clients
Advanced writing, editing, and proofreading skills with strong attention to detail
Demonstrated understanding of investment products, including separately managed accounts, LGIPs, fixed income, and public finance services
Strong project management and organizational skills; ability to juggle multiple priorities under tight deadlines
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with RFP content databases required
Collaborative and professional communication style, with the ability to engage senior stakeholders and subject matter experts
Self-directed, resourceful, and proactive in solving challenges and elevating the firm's competitive positioning

Preferred

Expedience experience strongly preferred

Company

PTMA Financial Solutions

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PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector.
location
Denver, Colorado, US
people-size201-500 employees

Funding

Current Stage
Growth Stage
Company data provided by crunchbase