Metlife Investment Management Rfp Project Manager
Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the world, with approximately $600 billion in combined managed assets. MIM has been ranked a "Best Places to Work in Money Management" by Pensions & Investments for four consecutive years and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including private equity and real estate. The Institutional Client Group (ICG) is responsible for driving the firm's strategy and business development efforts with institutional investors and consultants, globally. Within ICG, the Distribution Support Group (DSG) is responsible for supporting our Sales and Relationship Management professionals in completing Requests for Proposals (RFPs), Requests for Information (RFIs) and Operational Due Diligence (ODD) questionnaires to support new business generation and existing client care. In addition, DSG ensures that MIM's investment strategies are consistently populated to institutional consultant databases to assist our Consultant Relations team in successfully driving product approvals and supporting the ongoing due diligence of MIM's investment capabilities.
Key Responsibilities :
The RFP (Request for Proposal) Project Manager is responsible for creating and managing proposal documents in support of new business development while also promoting the firm's investment capabilities and value proposition to prospective institutional clients and strategic consultant partnerships. This role is vital in driving business growth by effectively communicating the firm's expertise and securing new institutional mandates.
Rfp Creation and Management :
- Draft, edit, and deliver tailored responses for RFPs, RFIs, and DDQs
- Collaborate with internal subject matter experts (SMEs) to align proposals with the firm's investment philosophy, client goals, and competitive advantages
- Manage multiple RFP projects simultaneously under tight deadlines while ensuring high-quality output
Project Management :
Plan and oversee the entire RFP process, including scope definition, timelines, and stakeholder coordinationFacilitate RFP on-boarding meetings, ensuring key stakeholders are aligned, project timelines are identified, and a comprehensive understanding of the project is articulatedServe as the primary point of contact both internally and externally as it pertains to the RFP processContent Development and Maintenance :
With support of SMEs, develop and maintain approved content in the firm's strategic response management (SRM) systemRegularly update content to reflect the firm's evolving offerings and market trendsIdentify gaps in existing content and proactively work with SMEs and other internal stakeholdersStrategic Collaboration :
Work closely with SMEs in investments, business development / sales, operations, compliance, technology, etc. to gather insights for proposalsBe a strategic partner to business development teams to support the common goal of securing new revenue generating mandatesSupport high-stakes opportunities with customized responsesResearch and Competitive Analysis :
Stay informed about industry trends, regulatory requirements, and competitor strategiesBenchmark the firm's capabilities against competitors to highlight differentiators in proposalsEvaluation and Reporting :
Track and report on RFP outcomes to refine future processesConsultant Templates and Database Population :
Populate and update institutional investment templates databases with accurate firm, strategy, and performance / portfolio dataEnsure consistency across multiple platforms by adhering to database-specific requirements and formatsConduct regular audits to verify the accuracy and completeness of uploaded dataWork closely with investment teams, marketing, client services, and compliance to ensure alignment on data submissionsAct as a liaison between the firm and database providers to resolve issues or implement updatesEssential Business Experience and Technical Skills :
Required :
3-5 years of related investment industry experienceStrong time management skills with the ability to manage multiple projects and switch between tasksResults driven with the ability to thrive in a deadline-oriented atmosphereExcellent investment writing, quantitative, and communication skills, as well as strong attention to detailA team player who is willing to learn new things, take on additional responsibilities, solve problems and overcome obstaclesPreferred :
Bachelors degree - required; Finance, Economics, Marketing or related field preferredExperience using Responsive (SRM) and Salesforce (CRM)Proficiency in Microsoft Word and ExcelExperience with eVestment Analytics / MarketLensExperience in writing RFPs for institutional asset managersExisting capital markets / investments knowledge with emphasis on fixed income, private asset, real estateTeam-first mentality