Guggenheim Services, LLC

RFP Specialist

Job Locations US-NY-New York | US-IL-Chicago
Posted Date 4 months ago(6/8/2023 10:22 AM)
Job Category
Project Management
Position Type

Position Summary

This position provides a unique opportunity to join a dynamic, evolving, and fast paced team. This role will directly report to the Head of RFP Team and gain exposure to the process behind sourcing and maintaining new and existing business, globally. This individual will have the opportunity to be mentored and manage multiple RFP’s (Request for Proposals) and DDQ’s (Due Diligence Questionnaires) for prospective and existing clients. The individual to assume this role will act as a liaison between colleagues around the world (Americas, Europe, etc.).


The RFP Specialist position is in Guggenheim’s New York City or Chicago office. 

Essential Job Functions

  • Assist in production of high-quality RFPs and DDQs in coordination with sales and client service personnel.
  • Maintain and enhance database processes, queries, and automation.
  • Manage to internal processes and deadlines across multiple contributing teams.
  • Develop strong working relationships with sales, client service, investments, legal, compliance and administration groups to ensure that the content within the deliverables is accurate and responsive to the questions.
  • Demonstrate a solid understanding of the firm’s strategies and product offerings.
  • Update responses to standard language within the RFP database.
  • Ensure consistency of messaging and positioning across channels and regions.
  • Identify, escalate, and implement process improvements and enhancements.

Preferred Qualifications

  • Able to meet deadlines in a time-sensitive, high-pressure environment.
  • SQL understanding preferred.
  • Desire to learn and become a strong individual and team contributor with exceptional interpersonal and communication skills. 

Basic Qualifications

  • Bachelor’s degree in English, Communications, Marketing, Business, Economics, or similar major
  • Excellent writing, editing and proofreading skills.
  • Excellent proficiency in Microsoft Office with a focus on Excel and Word.
  • 2 plus years completing RFPs and DDQs experience.
  • Strong understanding of fixed income, equities, and alternatives with a focus on Core Fixed Income; High Yield, Bank Loan, and Structured Credit desirable.
  • Experience in asset management.

Salary Details

Annual base salary between $95,000 and $105,000.

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

About Us

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.

Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.




Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed