This involves working with sales, product development and other functional business areas (operations, compliance, risk, legal), across our global locations.
The RFP writer is responsible for sourcing, creating and maintaining responses to product specific questions (public/private fixed income, alternatives, ESG) and ensuring the accuracy and consistency of company-level language in all external documents. The Global RFP Team is responsible for responding to detailed Request for Proposal (RFP), Request for Information (RFI) and Due Diligence Questionnaires (DDQ) primarily from the Institutional segment of the investment management industry. There is no `file tab in Word or Excel when working from the PMAPS cloud.Job Title: Senior RFP Writer (Fixed Income)
#ROCKETDOCS PMAPS OFFLINE#
If you want to change certain advance settings on Word, you have to close out of Word on their cloud, open Word offline and make the change, then re-open Word on PMAPS to have it integrated. When using PMAPS, you don't have the complete functionality of Word or Excel in their cloud system. I think Word works very well, but I've had enough struggles over the year that I just use Excel completely offline from PMAPS. Overwriting Excel save files or inserting PMAPS records into Excel files frequently does not work or bugs out. I've struggled to use Excel well with PMAPS. The saving process on PMAPS can be a little slow (relative to offline in word/excel), so a background frequent autosave would be a really nice feature. You have to make sure to manually save every so often as you will most likely experience the program closing on you unexpectedly at least once if you use PMAPS prolongedly. I've found in using it these past few years that it makes the job far easier.Ĭons: When working on PMAPS cloud version of Excel of Microsoft Word, there is no autosave feature, and it's not uncommon for the program to run into errors and forcibly shutdown.
#ROCKETDOCS PMAPS UPDATE#
I use the PMAPS software as a way to store, retrieve, and update thousands of individual records. This work with both qualitative and quantitative updates and is a huge time-saver. The ability to link word documents to PMAPS makes it quick and painless to update documents through the re-link function. This function is immensely helpful on ensuring answers used have been updated or at least recently reviewed. The last feature is especially helpful as the database will automatically change the highlight on the PMAPS dashboard for any record that has reached the creator's expiration date. Under each uploading record, there are options to maintain notes, input the personnel responsible for uploading and/or reviewing the record, and options to put dates on when records become outdated. This lets one customize how they want to tag and tier their information to make searching through thousands of records seamless. When uploading information, there are several different customizable categories that the user can use to sort information. Pros: The software provides an excellent conduit to organize information.
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