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Investment Rfp Writer
3 months ago
Our client, a UK-based asset management firm with circa £11 billion of assets under management in a broad range of investment products, is seeking an Investment RFP Writer for a 6-month fixed term contract in their City of London office.
The company focuses on two principal areas of investment expertise:outcome-based, multi-asset investment and single-strategy, active equity investment, e.g. UK, European, US and global equity funds. The role involves some hybrid working but at least four days office-based.
Roles & Responsibilities:
- Ensure timely and accurate completion of RFP, due diligence and other related requests submitted to the RFP team from external companies.
- Ensure timely update of external RFP and DD databases as required.
- Ensure compliance with the company's RFP production procedures, the FCA rules and the principles of treating customers fairly when producing and updating RFP documents.
- Produce regular reporting on progress and status.
- Update internal RFP database.
Experience & Qualifications:
- Experience of working in a similar role.
- Knowledge of investments.
- Understanding of the FCA compliance rules and the principles of treating customers fairly.
- High level of accuracy and attention to detail.
- Strong organisational skills.
- Ability to work under pressure and adhere to strict guidelines.
