Jordan Sutherland
Rfp Associate @Brown Advisory
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WORK HISTORY
Rfp Associate @Brown Advisory
London, GB
Independent investment management and strategic advisory firm serving individuals, families, nonprofits, and institutions globally.Summary:Driving process improvement, automation, and strategic content development to enhance RFP efficiency and support institutional business growth.Key Highlights- Produced high-quality RFPs and DDQs under tight deadlines, contributing to successful mandate wins and client retention- Built and optimized the firm’s RFP database (Loopio), improving content accessibility, reducing turnaround times, and mitigating business risk- Leveraged Salesforce analytics to extract insights from RFP data, informing strategic decisions and improving proposal success rates- Collaborated with investment research, sales, and data teams to craft client-focused, impactful content that strengthens business development efforts.Implemented AI-driven solutions to streamline workflows, enhance reporting, and increase operational efficiency.
EDUCATION
University of St Andrews
Bachelor's degree
ABOUT JORDAN SUTHERLAND
Strategic business development professional with deep expertise in RFP management and a passion for investment analysis.I have delivered measurable results—such as building an RFP database from the ground up, leveraging AI to streamline workflows, and collaborating with investment teams to craft client-focused proposals that drive growth.My career journey—from studying physics to serving as a Merchant Navy officer—has shaped a unique skill set: analytical rigor, resilience, and leadership under pressure.Currently a CFA candidate, I am committed to expanding my expertise in investment research and identifying innovative companies that will shape the future.Specialties: RFP & Proposal Management | Investment Analysis | Business Development | ESG Expertise | Data Analytics | LeadershipLet’s connect if you’re looking for someone who can transform opportunities into results and bring strategic insight to the table.
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