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Truist Sterling Capital Management Senior RFP Writer & Database Analyst in Charlotte, North Carolina

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Oversee all RFP, RFI, and DDQ submissions for the firm as well as maintain the firm’s product data 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

  • 5-7 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.

  • 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

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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