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RFP Specialist

3 months ago

London, Greater London, United Kingdom Lombard Odier Group Full time

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

"Rethink Everything" is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our RFP (Requests For Proposals) Team in London, we are looking for a :

RFP Specialist

About the role

You will be primarily responsible for completing RFPs/RFIs/DDQs, making an active contribution to the company's commercial success.

The RFP team supports the firm's institutional business and the third party distribution business globally. You will be expected to develop a thorough understanding of the firm's investment strategies, sustainability approach and products, and develop close working relationships with the stakeholders.

How will you make an impact at LOIM ?

You will perform research, write and edit responses to RFPs/RFIs/DDQs/Reporting as a part of the sales focus

You will collaborate with members of sales, marketing, portfolio management, operations, performance, compliance, and legal teams to ensure specific content in complete, accurate and timely.

You will effectively manage and coordinate time and responsibilities related to RFP preparation and distribution

You will respond to ad hoc requests from various business units within the firm

You will become a specialist of certain asset classes

Your profile

You have a university degree preferably in finance or economics

You have a gained experience in a similar role within the asset management industry

You have a strong interest in asset management, with a solid understanding of the core asset classes

You pay attention to detail and have a the proven ability in planning, producing and delivering compliant proposals within a complex business environment

You are able to prioritise tasks and meet tight deadlines

You speak and write French an English fluently

You have a thorough grasp of legal and compliance matters in asset management and the ability to adhere to regulatory guidelines.

Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

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