RFP Analyst, Sr. jobs in Orange, CA

RFP Analyst, Sr. develops proposals, bids, quotations, RFP responses, or other documents describing organizational products and services in response to requests from prospective clients. Collaborates and coordinates with internal contributors and subject matter experts to ensure content is complete, accurate, and maximizes business opportunities. Being an RFP Analyst, Sr. prepares and maintains a repository of templates, standard language, and product collateral or exhibits. May prepare custom response content for complex or unique inquiries. Additionally, RFP Analyst, Sr. typically requires a bachelor's degree or equivalent. Typically reports to a manager or head of a unit/department. The RFP Analyst, Sr. work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be an RFP Analyst, Sr. typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)

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Sr. Analyst
  • FIRST FOUNDATION BANK
  • Irvine, CA FULL_TIME
  • Summary: The Sr. Analyst is responsible for defining and executing investment strategies for clients of First Foundation Advisors. This position is responsible for security selection, idea generation, research, financial analysis/modeling valuation, and portfolio construction. Serve as a member of the Investment Committee, primary responsibility is work on Strategic Core Equity Strategy with secondary responsibility to Fixed Income, Disc Growth & Dividend Income.

    Salary Range: The salary range in CA for this role is $116,000 to $145,000 and represents the Company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies, experience, and location. 

    Duties and Responsibilities:

    • Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
    • Understand and comply with requirements of all laws and regulations applicable to the position
    • Oversee and manage the firm’s Disciplined Growth Equity Strategy as well as co-manages with Strategic Core Equity Strategy. 
    • Educate and inform relationship managers about portfolio strategies, investment processes, and individual equities.
    • Partner with the Investment Committee on the investment suggestions, opinions, and actions including overall asset allocations and specific investment recommendations.  
    • Assist in shaping the firm’s economic and market outlook and overarching investment strategy
    • Perform other duties as assigned

    Supervisory Responsibilities: This position may have direct supervisory responsibilities 

    Qualifications:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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 essential functions.

    Education and/or Experience:

    • Master’s degree required 
    • Chartered Financial Analyst (CFA) certification required 
    • Minimum of 10 to 15 years of related experience in the financial industry

    Skills

    • Must have strong equity research skills
    • Excellent organizational, interpersonal, and verbal/written communication skills 
    • Strong ability to prioritize and handle multiple tasks 
    • Solid problem-solving and conflict-resolution aptitude 
    • PC proficiency, including Advanced Excel
    • Must have the ability to deliver solid presentations
    • Must possess strong and effective oral and written communication, and client service skills 
    • Relies on experience and judgment to plan and accomplish goals 

    Physical Demands:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

    While performing the duties of this job, the employee is regularly required to sit for long periods of time; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; communicate on the phone while wearing a headset for extended periods. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.

    First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

  • 1 Month Ago

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Sr Program Analyst (MedAlliance)
  • Cordis
  • Irvine, CA FULL_TIME
  • Overview MedAlliance is a cutting-edge medical technology company that specializes in innovative solutions for cardiovascular and peripheral vascular diseases. Our flagship product, SELUTION, represen...
  • 10 Days Ago

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Sr. Business Analyst
  • Cushman & Wakefield
  • Costa Mesa, CA FULL_TIME
  • Job TitleSr. Business AnalystJob Description SummaryThis position will be dedicated to one of C&W’s most dynamic, industry-disrupting technology clients. In this role, the Senior Business Analyst will...
  • 10 Days Ago

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Sr. Business Analyst
  • Solugenix Corp
  • Irvine, CA OTHER
  • Overview Sr. Business Analyst Irvine, CA 6-month contract Job ID 2024-9390 Solugenix is assisting a client, a prestigious and large investment management company in their search for a Sr. Business Ana...
  • 12 Days Ago

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Sr. Financial Analyst
  • Marvell Semiconductor, Inc.
  • Irvine, CA FULL_TIME
  • About Marvell Marvell's semiconductor solutions are the essential building blocks of the data infrastructure that connects our world. Across enterprise, cloud and AI, automotive, and carrier architect...
  • 13 Days Ago

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Sr. Financial Analyst
  • Supernal
  • Irvine, CA FULL_TIME
  • Supernal is at the forefront of creating emerging mobility solutions that will foster the development of human-centered cities. We are designing a completely new electric vertical take-off and landing...
  • 16 Days Ago

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0 RFP Analyst, Sr. jobs found in Orange, CA area

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Associate, Leadership Advisory Services
  • Spencer Stuart
  • Los Angeles, CA
  • Position Summary The LAS Associate supports Consultants in the full execution of client engagements, including the deep ...
  • 3/18/2024 12:00:00 AM

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Regional Sales Leader, HVAC Systems
  • Gulfstream Strategic Placements
  • Orange, CA
  • Job Description Job Description Title: Regional Sales Leader, HVAC Systems Location: Orange, California Overview: We are...
  • 3/18/2024 12:00:00 AM

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AT&T Authorized Sales Associate - Entry Level Room to Grow
  • Fenix Consulting Group
  • Orange, CA
  • Job Description Job Description Are you looking for an award-winning company to kick-start your career in the retail sal...
  • 3/18/2024 12:00:00 AM

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Affordable Housing Regional Manager - Northern CA
  • Solari Enterprises, Inc.
  • Orange, CA
  • Job Description Job Description Join Our Team Today—We Are Growing! Position Overview: We have an opening for a Regional...
  • 3/18/2024 12:00:00 AM

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Associate
  • Cushman & Wakefield
  • Los Angeles, CA
  • Job Title Associate Job Description Summary The Associate role will work directly with a fee-earner, fee-earner team, or...
  • 3/16/2024 12:00:00 AM

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Power Market Project Manager - 1898 & Co. (Multiple California Locations)
  • Burns & McDonnell
  • Brea, CA
  • Description The Power Market Project Manager will support electric utilities in generation and power supply planning dec...
  • 3/15/2024 12:00:00 AM

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Power Market Project Manager - 1898 & Co. (Multiple California Locations)
  • Burns & McDonnell
  • Los Angeles, CA
  • Description The Power Market Project Manager will support electric utilities in generation and power supply planning dec...
  • 3/15/2024 12:00:00 AM

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Sales Associate
  • Ascena Retail Group, Inc.
  • Orange, CA
  • About us Ann Taylor embodies and celebrates the spirit, heritage, and confidence of American women leading the lives the...
  • 3/15/2024 12:00:00 AM

Orange is a city located in Orange County, California. It is approximately 3 miles (4.8 kilometers) north of the county seat, Santa Ana. Orange is unusual in this region because many of the homes in its Old Town District were built before 1920. While many other cities in the region demolished such houses in the 1960s, Orange decided to preserve them. The small city of Villa Park is surrounded by the city of Orange. The population was 139,812 as of 2014. The city has a total area of 25.2 square miles (65 km2), 24.8 square miles (64 km2) of which is land and 0.4 square miles (1.0 km2) of which i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for RFP Analyst, Sr. jobs
$94,019 to $119,370
Orange, California area prices
were up 3.0% from a year ago

RFP Analyst, Sr. in Baltimore, MD
The ideal candidate holds a master’s degree in Marketing, Finance, Economics or Journalism and has a proven experience with RFP answering on the investment management domain or comparable activity.
February 22, 2020
RFP Analyst, Sr. in Cheyenne, WY
You will be responsible for curating our RFP tool, RFPIO, and you will play a critical role in optimizing RFPs and deal processes.
February 08, 2020
RFP Analyst, Sr. in Ogden, UT
The RFP Analyst takes responsibility for the entire proposal process from RFP receipt to high-quality proposal creation, copy editing, and delivery.
January 30, 2020