Description

Description and Requirements

Role Value Proposition:

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. Visit us at www.metlife.com/investments to learn more.

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 coordination
• Facilitate RFP on-boarding meetings, ensuring key stakeholders are aligned, project timelines are identified, and a comprehensive understanding of the project is articulated
• Serve as the primary point of contact both internally and externally as it pertains to the RFP process

Content Development and Maintenance

• With support of SMEs, develop and maintain approved content in the firm's strategic response management (SRM) system - Responsive
• Regularly update content to reflect the firm's evolving offerings and market trends
• Identify gaps in existing content and proactively work with SMEs and other internal stakeholders

Strategic Collaboration

• Work closely with SMEs in investments, business development/sales, operations, compliance, technology, etc. to gather insights for proposals
• Be a strategic partner to business development teams to support the common goal of securing new revenue generating mandates
• Support high-stakes opportunities with customized responses

Research and Competitive Analysis

• Stay informed about industry trends, regulatory requirements, and competitor strategies
• Benchmark the firm's capabilities against competitors to highlight differentiators in proposals

Evaluation and Reporting

• Track and report on RFP outcomes to refine future processes

Consultant Templates and Database Population

• Populate and update institutional investment templates databases with accurate firm, strategy, and performance/portfolio data
• Ensure consistency across multiple platforms by adhering to database-specific requirements and formats
• Conduct regular audits to verify the accuracy and completeness of uploaded data
• Work closely with investment teams, marketing, client services, and compliance to ensure alignment on data submissions
• Act as a liaison between the firm and database providers to resolve issues or implement updates

Essential Business Experience and Technical Skills:

Required:

• 3-5 years of related investment industry experience
• Strong time management skills with the ability to manage multiple projects and switch between tasks
• Results driven with an ability to thrive in a deadline-oriented atmosphere
• Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail
• A team player who is willing to learn new things, take on additional responsibilities, solve problems and overcome obstacles

Preferred:

• Bachelors degree - required; Finance, Economics, Marketing or related field preferred
• Experience using Responsive (SRM) and Salesforce (CRM)
• Proficiency in Microsoft Word and Excel
• Experience with eVestment Analytics/MarketLens
• Experience in writing RFPs for institutional asset managers
• Existing capital markets/investments knowledge with emphasis on fixed income, private asset, real estate
• Team-first mentality

At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers.

#MIM

Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.

The expected salary range for this position is $100,000 - $112,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.

Benefits We Offer

Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!

About MetLife

Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.

Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!

MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").

If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.

MetLife maintains a drug-free workplace.

$100,000 - $112,000


Requisition #: 13529

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