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RFP Writer and Database Analyst

Company: Branch, Banking & Trust Company
Location: Charlotte
Posted on: November 22, 2021

Job Description:

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to or call 877-891-2510 (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

Sterling Capital Management LLC (Sterling), headquartered in Charlotte, North Carolina, is a registered investment adviser founded in 1970 with offices in Raleigh, NC; Richmond, VA; Philadelphia, PA; Virginia Beach, VA; Washington, DC; San Francisco, CA and Jupiter, FL. The firm is an independently operated subsidiary of Truist Financial Corporation, the sixth-largest U.S. bank holding company, with Sterling's management and key professionals retaining a minority portion of profit interests in the firm. As of March 31, 2021, the firm had 177 employees and over $80 billion in assets under management and administration providing investment management services to a diversified group of clients including corporate, public, endowment, foundation, and health care investment pools. Sterling specializes in the management of fixed income, equity and multi-asset portfolios.

The RFP Writer and Database Analyst's primary function is to oversee all RFP, RFI, and DDQ submissions for the firm as well as maintain the firm's products in consultant databases.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Coordinate the full lifecycle of the proposal submission including the gathering, analysis, writing and packaging of all information within the designated deadline
  • Assume primary responsibility for the accuracy and consistency of the information contained within the proposal
  • Liaise with investment team members and other subject-matter-experts in creating and updating proposal responses
  • Develop a solid understanding of the firm's products and investment processes
  • Assist the investment teams in developing proposed portfolios that fit the guidelines of the proposed mandate
  • Work alongside the firm's performance and analytics department in distributing product information and data to consultant databases
  • Obtain a solid understanding of all compliance and regulatory requirements as it pertains to RFP submissions

    Required Qualifications:

    The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Four year bachelor's degree required, preferably in finance
      • 2-3 years of asset management RFP/ consultant database experience, preferably in fixed income
      • Excellent writing and editing skills required
      • Strong project management skills and organizational skills required
      • Strong analytical skills when handling statistical and financial information required
      • Solid computer skills with ability to learn and proficiently use several software packages, Excel and Word a must. Experience with Advent, APX, FactSet
      • Desire and ability to work in a fast-paced environment and experience working under strict deadlines
      • Must be an effective multi-tasker.
        Preferred Qualifications:
        • Experience with RFPIO, eVestment's Omni product and FinSearches database
          • Strong understanding of fixed income
            Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

            Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

Keywords: Branch, Banking & Trust Company, Charlotte , RFP Writer and Database Analyst, IT / Software / Systems , Charlotte, North Carolina

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