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RFP Manager

Job Level:  Professional

San Francisco, CA, US, 94105

Due Date:  10/29/2021
Area of Expertise:  Marketing & Design
Unit:  Allianz Global Investors
Job Type:  Full-Time
Remote Job:  Not applicable
Employment Type:  Permanent
ID:  678

Join us. Let’s care for tomorrow.

At Allianz Global Investors our people enjoy motivating, fulfilling careers. If you are looking for a fast-paced working environment, you are resolved to cultivate and expand your talents and relish a challenge, then join us now!


We are committed to giving our people – experienced and energetic professionals alike – the opportunities and experiences they seek to thrive and gain personal fulfilment. We will work with you to craft your own career, develop your personal growth, and align your achievements with your ambitions.

We are looking for you! The Global RFP team is looking for a Request for Proposal (RFP) Analyst to help
develop and respond to questions on the firms’ products and services from investment consultants, existing
clients and prospective clients. The responses will be in the form of RFPs, Requests for Information (RFI), Due
Diligence Questionnaires (DDQs), Client Questionnaires, and Consultant Database updates. The RFP Analyst
will report to the Head of the US RFP Team and will work in direct partnership and collaboration with sales
and product functions, as well as other supporting functions that are involved in the management and
distribution of our products. The RFP Analyst will strive to ensure that all deliverables are complete, accurate,
and compliant in order to provide both a high standard of service and the best opportunity to bring in new
business. The role will be based in San Francisco.



  • Provide thorough and accurate responses (both quantitative and qualitative) to RFPs, RFIs, DDQs, Client Questionnaires and Consultant Databases
  • Coordinate the process of updating questionnaires from start to finish and ensure that they are delivered in a timely manner, with all relevant inputs and reviews incorporated
  • Utilize, update and maintain content housed in our language database (Qvidian). This includes coordinating regular reviews of content with subject matter experts, removing content that is no longer applicable, and adding content if new and relevant responses are created
  • Build strong partnerships with subject matter experts across the firm in order to stay abreast of current information on firm products and services
  • Proactively communicate deadlines and status updates with all parties involved in the successful completion of questionnaires and database submissions
  • Maintain, track and report activity and status of submitted materials
  • Share ideas and collaborate with global counterparts to help drive continuous improvement of the team’s efficiency, process, and overall contribution to the business


Key Requirements/Skills/Experience

  • Minimum 5 years of relevant experience within investment management industry
  • Clear and concise communication (both written and verbal), which includes ability to edit, proof and refine messaging
  • Very strong attention to detail
  • Ability to multi-task and prioritize effectively
  • Strong interpersonal skills and ability to establish and maintain relationships across functions and levels
  • A keen interest to learn, understand, and develop professionally
  • Proactive and solution oriented
  • Ability to navigate a complex environment
  • Positive minded and team oriented
  • College degree required

About Allianz Global Investors

Allianz Global Investors is a leading active asset manager with over 690 investment professionals in 23 offices worldwide and managing EUR 633 billion in assets for individuals, families, and institutions.1].

Active is the most important word in our vocabulary. We believe in solving, not selling, adding value beyond pure economic gain. We offer a collegial culture based on strong values, taking individual responsibility, and dedication to mastering challenging tasks. To harness the power of innovation, we invest in the development of our employees. We encourage you to make an impact in a diverse, international, technology-enabled, and increasingly agile environment. If you feel inspired to elevate the active asset management experience, this is the place for you.

We are committed to deliver excellence to our clients, advisors, employees, our parent company and within our industry. Putting our clients' needs first, behaving in an open and transparent way and treating people fairly means acting with integrity. We respect difference and diversity and reward individual performance as well as teamwork.


Allianz Global Investors is an Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual’s race, color, religion, age, gender, sexual orientation, veteran status, national origin or disability.  Allianz Global Investors hires and promotes individuals solely on the basis of their qualifications for the job to be filled.

[1] Data as at 30 June 2021

Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland