A leading global Investment Manager are searching for an experienced, VP level RFP Writer, who also has strong RFP Database Management skills:
This is a key role in the specialist team responsible for writing Requests for Information (RFI’s), providing Due Diligence Questionnaires (DDQ’s) upon request and co-ordinating the completion of new business Requests for Proposal (RFP’s).
- We are looking for the right candidate to have RFP Database Management experience, as well as RFP writing, as a major aspect of this role will be updating the RFP Database with new funds/content and having existing content signed-off by the various SMEs
- Coordinate the completion of new business RFPs, existing business DDQs and ad-hocRFIs in a professional, accurate and timely manner
- Take full ownership of allocated regular and one-off client requests, covering various asset classes, including equity, fixed income, multi-asset and alternatives, and complete them accurately and within the client deadline
- Work with EMEA domiciled active and passive fund ranges but also on solution-based segregated mandates
- Be a point of contact for sales & client service teams who have requested RFP’s, RFI’s and DDQ’s for their clients
Profile:
- Experience in processing and writing RFP and/or DDQ questionnaires within an investment management environment (experience in the retail business is an advantage)
- Genuine interest in financial services and client service and is well regarded as a lead subject matter expert in working with clients in a service environment
- Self-starting and able to work autonomously due to proven industry experience
- Exhibits a client-focused attitude and be dedicated to offering the highest level of client service
- Proactive team-player who understands that a highly organized team can drive better performance
- Strong interpersonal skills and ability to build and maintain strong relationships with colleagues at all levels
- Commitment to continuous learning, especially if candidate does not have an asset management background
- Fluent in English, written and verbal (additional language is an advantage)
- Proficiency in MS Office programs (Outlook, Word, Excel, Power Point)
- IMC, IAQ or CIMA qualification preferred
- Other academic and professional qualifications an advantage
Hybrid 4/1