Alan Biller and Associates
The RFP Responses & PowerPoint Specialist coordinates and writes comprehensive RFP responses for institutional financial clients, focusing on clear financial writing, questionnaire coordination, and high‑stakes presentation deck formatting. The role works within an established proposal team to translate complex investment strategies into persuasive, brand‑compliant narratives and visual slides.
Headquarters
Menlo Park, California, United States
Company Size
11-50 employees
Founded
1982
Alan Biller and Associates is an independent, employee-owned fiduciary investment consulting firm serving US institutional investors since 1982. The firm offers both non-discretionary consulting and discretionary Outsourced CIO (OCIO) services, including asset allocation advice, manager searches, portfolio rebalancing, and performance reporting. Headquartered in Menlo Park, CA, it is registered with the SEC and serves clients such as Taft-Hartley plans, public plans, defined contribution plans, non-profits, and corporate plans.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Alan Biller and Associates.
58% above the average for this role