About this opportunity
THE OPPORTUNITY
ABOUT THE ROLE
F/m Investments is looking for a DC-based RFP & Marketing Data Associate to help manage RFPs, RFIs, DDQs/questionnaires, recurring data updates, and other compliance-heavy requests that support our sales, marketing, and distribution efforts.
This role is ideal for someone who is highly organized, detail-oriented, comfortable working with investment data, and able to coordinate across marketing, compliance, sales, product, operations, and investment teams.
WHAT YOU'LL DO
- Own intake and tracking for RFPs, RFIs, DDQs, questionnaires, platform requests and recurring data updates.
- Coordinate responses across marketing, compliance, sales, product, operations, and investment teams.
- Maintain a reusable response library for firm, product, process, compliance, and data language.
- Track deadlines, owners, blockers, review status, and final delivery.
- Help ensure consistency across questionnaires, factsheets, decks, sales materials, and standard responses.
- Support recurring database and platform updates.
- Route materials through compliance review and manage revision follow-up.
- Provide backup support on basic marketing material updates when the work is data-driven, recurring or tied to compliance review.
WHO YOU ARE
Required
- 2–5+ years of experience in RFPs, proposals, DDQs, investment marketing, client reporting, sales enablement, or financial-services data support.
- Strong writing, editing, and project-management skills.
- High attention to detail and comfort working with performance and product data.
- Ability to manage multiple deadlines and coordinate inputs from several internal teams.
- Strong Microsoft Word, Excel, and PowerPoint skills.
- Comfort working with compliance review processes.
Preferred
- Asset management, ETF, fixed income or investment-product experience.
- Experience with RFP tools, response libraries, Salesforce, HubSpot, Morningstar, eVestment, platform databases, or consultant databases.
- Familiarity with marketing materials, factsheets, pitchbooks, and standard sales-support collateral.
ABOUT F/m INVESTMENTS
F/m Investments is a $19 billion independent asset management firm headquartered in Washington, DC. We've built a reputation for challenging industry conventions—from the US Benchmark Series that transformed Treasury access to the Compoundr ETFs that rethink tax efficiency. Our mission is straightforward: solve real portfolio problems with innovative products built on integrity, simplicity, and transparency.
We move fast, think differently, and believe fixed income doesn't have to be boring.
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