Senior Customer Relationship Specialist

1 week ago


United Kingdom Insight Investment Full time

The successful individual will produce high-quality requests for proposal (RFPs), requests for information (RFIs) and due diligence questionnaires (DDQs), as well as consultant database entries for prospective clients and consultants.
Produce high-quality RFPs, RFIs, DDQs and consultant requests accurately and on a timely basis. Treat each RFP as a project with you as the project manager
•Use and support the maintenance of content on the RFP content database (Rocketdocs) with all new or improved content
•Take responsibility for individual product (e.g. emerging market debt, LDI, specialist equity) and business areas (e.g. investment risk), including maintaining content
•Acting as the RFP Team subject matter expert (SME) for assigned areas of specialisation and/or the development of capability specific content on strategic themes e.g. details of our approach to Responsible investment/ESG
•Support RFP Team peers and broader Marketing Team initiatives and projects where appropriate, e.g. technology/vendor upgrades, implementation of new regulation, inter-company organisational changes, etc.
•Responsibility for ensuring accuracy and integrity of information presented on consultant databases, including working with business development teams to ensure appropriate products and content are consistently and accurately represented in line with strategic priorities
•Working with and supporting the Data Team, including awareness and understanding of AUM data

Keep abreast of regulatory changes as well as within the company, product and the industry, ensuring changes are reflected in the RFPs and databases. The individual would preferably come from an RFP, investment writing, operational or client-related role within an investment management company
•Familiarity with investment management operations and back office systems
•Comfortable navigating Excel to source and manipulate data to populate spreadsheets, databases and portals
•Editing and writing skills that enable the individual to represent the capabilities of Insight to clients
•Familiarity with RFP content management systems, preferably Rocketdocs

Personal qualities:
•Commitment to quality and attention to detail
•Creative and comfortable using initiative in all tasks and projects

Insight Investment is an equal opportunities employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com.

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency, and absolute return capabilities.

Insight has a global network of operations in the UK, Ireland, Germany, US, Japan, and Australia.



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