RFP Writer

2 months ago

London, United Kingdom Barings Full time

Job Title - RFP Writer

Department – Client Experience

Location – London, UK

Job Summary

The Global RFP Team is responsible for responding to detailed Request for Proposal (RFP), Request for Information (RFI), Due Diligence Questionnaires (DDQ) and ESG Questionnaires primarily from the Institutional segment of the investment management industry.

The RFP writer is responsible for sourcing, creating, and maintaining responses to product specific questions and ensuring the accuracy and consistency of company-level language in all external documents. This involves working with client service, business development, client portfolio management and other functional business areas (operations, compliance, risk, legal), across our global locations.  

Principal Responsibilities

  • Completion of high-quality RFPs, RFIs, DDQs and ESG Questionnaires for institutional and wealth clients globally, to agreed deadlines, across private assets such as private credit, real estate and diversified alternative equity.
  • Assist the company in raising and retaining assets by developing, maintaining, and distributing clear, accurate, consistent, and persuasive firm and product information for use in formal institutional and wealth business proposals.
  • Adhere to the formal RFP production, back-up, and review processes.
  • Manage internal deadlines for those involved in the RFP process, from Subject Matter Experts (SMEs) input across the company, as well as business development and client portfolio management/ investment review of each response, to ensure client agreed deadlines are met.
  • Ensure that answers in RFPs are accurate and always present the investment case for Barings in the best light. Make sure that the competitive advantages of the company and our products come across strongly in RFPs.
  • Keep updated with changes within the firm, products, and industry, ensuring changes are reflected in all requests and the RFP database. Ensure information flow through the RFP team.
  • Respond to ad hoc requests for assistance from Global Business Development Group, Client Service, Client Portfolio Management, and other colleagues. Own and disseminate accurate product and firm information.
  • Assist in the on-going enhancement and maintenance of the RFP database of responses. Demonstrate strong writing ability to draft any new content required.
  • Work with client portfolio managers, investment managers and other content owners/ SMEs to ensure accurate, consistent and compelling content
  • Develop the RFP team’s profile with the investment, client portfolio management, and distribution teams; build relationships and develop strong knowledge of products and marketing and sales initiatives.
  • Participate proactively in team projects and initiatives.

Qualifications

  • Related work experience in the asset management, financial services, or capital markets industry. Bachelor’s degree required.
  • RFP process/project management experience - possess good working knowledge, solid background, and broad understanding of the proposal writing process.
  • Self-starter must be able to operate at a high level, prioritize key tasks, and handle multiple projects simultaneously.
  • Strong verbal and written communication skills - must have the ability to work independently on complex projects at a high level of proficiency.
  • Ability to work as part of a collaborative global team - may act as a project/team lead and provide guidance/training to staff or provide business expertise to other associates or business units.
  • Highly organized and able to multi-task in an environment of change, express willingness to learn about our business and products.
  • Ability to work in a deadline driven environment and complete tasks that have high visibility.
  • Strong attention to detail, excellent writing, editing, document formatting, and proofreading skills.
  • Experience with proposal writing software - Loopio, Qvidian, Responsive, Rocket Docs (PMAPS)

  • Rfp Writer

    6 months ago

    London, United Kingdom Mason Blake Full time

    A well-established, global asset manager is looking for an **RFP writer** to join their London office on a permanent basis. The** RFP Writer** will take responsibility for the following duties: - Develop and write Request for Proposals (RFPs) and Request for Information (RFIs) and Due Diligence Questionnaires (DDQs) for potential and existing clients. -...

  • Rfp Writer

    6 months ago

    London, United Kingdom BRUIN Financial Full time

    Permanent - London, **Ref**: 36891 We are working with an excellent asset management firm who are seeking to hire a bright and hard-working RFP Writer to join their team. **Responsibilities**: - Produce high quality RFP’s, RFI’s and DDQ’s within allocated time frames - Work alongside other area’s of the business such as sales and investment teams...

  • Senior RFP Writer

    6 months ago

    London, UK, United Kingdom Mason Blake Full time

    The Senior RFP Writer will take responsibility for the following: Be the key contact with regard to RFPs, RFIs and DDQ queries. Support the team with writing and responding to RFPs and DDQs. Work closely with internal teams to draft and produce high-quality and persuasive responses. Responsible for management of consultant databases. The Senior RFP Writer...

  • Senior RFP Writer

    6 months ago

    London, United Kingdom Mason Blake Full time

    The Senior RFP Writer will take responsibility for the following: Be the key contact with regard to RFPs, RFIs and DDQ queries. Support the team with writing and responding to RFPs and DDQs. Work closely with internal teams to draft and produce high-quality and persuasive responses. Responsible for management of consultant databases. The Senior RFP...

  • Rfp Writer

    5 months ago

    London, United Kingdom Mason Blake Full time

    Our client is a globally renowned Investment Management house which offers a wide range of funds to investors requires an RFP Writer to join their Distribution team in London. This role would ideally suit somebody with at least 2 years of RFP experience and is looking to for the fast-track route to gaining invaluable experience within all facets of the...

  • RFP Writer

    2 months ago

    London, UK, United Kingdom Barings Full time

    Job Title - RFP Writer Department – Client Experience Location – London, UK Job Summary The Global RFP Team is responsible for responding to detailed Request for Proposal (RFP), Request for Information (RFI), Due Diligence Questionnaires (DDQ) and ESG Questionnaires primarily from the Institutional segment of the investment management industry. The RFP...

  • Rfp Writer

    6 months ago

    London, United Kingdom BRUIN Financial Full time

    Permanent - London, **Ref**: 35542 Our client is a sustainability focused investment manager currently seeking a talented and motivated individual to join their team as an RFP Writer. In this role you will primarily be responsible for responding to Request For Proposal's (RFPs) across all sales channels, covering a wide range of products. Additionally, you...

  • Investment Rfp Writer

    6 months ago

    London, United Kingdom Meredith Brown Associates Full time

    -Our client, a UK-based asset management firm, managing a broad range of investment products, is seeking an Investment RFP Writer in their City of London office to assist in the production and update of Request for Proposals (RFP) documents (fund questionnaires), due diligence questionnaires and internal and external RFP databases for our client’s range of...

  • Rfp Writer

    5 months ago

    London, United Kingdom Ares Management Full time

    Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...

  • Rfp Writer Apprentice

    6 months ago

    London, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...

  • Senior Content Writer

    1 week ago

    London, Greater London, United Kingdom The Bank of New York Mellon Corporation Full time

    At The Bank of New York Mellon Corporation, we are seeking a highly skilled RFP Writer to join our Commercial team in London. This is an exciting opportunity for an individual who is passionate about creating high-quality content and has excellent project management skills.About Newton Investment ManagementNewton Investment Management is a global investment...

  • AVP, Investment Servicing RFP Writer

    3 weeks ago

    London, Greater London, United Kingdom State Street Full time

    Position OverviewWe are seeking an experienced RFP writer to join our Investment Servicing team in the UK. As an RFP writer, you will be responsible for creating detailed client proposals that showcase our Investment Servicing product suite.ResponsibilitiesProject manage client proposals from kick-off to dispatch, ensuring all milestones and deadlines are...

  • Associate, Rfp Writer

    5 months ago

    London, United Kingdom Ares Management Full time

    Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...

  • RFP Specialist

    2 days ago

    London, Greater London, United Kingdom Barings Full time

    About BaringsBarings is a leading global investment manager serving individual, corporate, and institutional clients. We are dedicated to providing innovative solutions and exceptional client service.Job Title: RFP WriterEstimated Salary: £45,000 - £60,000 per annum (dependent on location and experience)Job Description:Company OverviewAt Barings, we...

  • RFP Writer

    1 week ago

    London, Greater London, United Kingdom Mason Blake Full time

    Mason Blake Investment Management RFP WriterWe are a globally renowned Investment Management house offering a wide range of funds to investors.Job SummaryThe ideal candidate will be responsible for coordinating and producing accurate and timely request for proposal questionnaires for institutional, intermediary, and private clients. This role requires the...

  • Financial Markets Expert RFP Writer

    1 week ago

    London, Greater London, United Kingdom Mason Blake Full time

    A leading UK investment management firm, Mason Blake, is currently seeking an experienced RFP Writer to contribute to their team.Key ResponsibilitiesStay up-to-date with the latest developments in financial markets.Collaborate on key projects and establish relationships within the wider business.RequirementsThe ideal candidate will have:Extensive experience...

  • Rfp (Request for Proposal) Writer

    6 months ago

    London, United Kingdom Northern Trust Corp. Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...

  • French speaking RFP Writer

    3 months ago

    London, United Kingdom Stephen Bell Associates Full time

    Our client is a leading global asset manager with a wide range of successful active funds. They are seeking to hire a French speaking RFP Writer to join their London based RFP team. Key responsibilities include preparing comprehensive written responses to RFP's/RFI's from clients and prospects, maintaining standard product RFP's and developing strong...

  • French speaking RFP Writer

    3 months ago

    London, UK, United Kingdom Stephen Bell Associates Full time

    Our client is a leading global asset manager with a wide range of successful active funds. They are seeking to hire a French speaking RFP Writer to join their London based RFP team. Key responsibilities include preparing comprehensive written responses to RFP's/RFI's from clients and prospects, maintaining standard product RFP's and developing...

  • Newton, RFP Writer

    3 weeks ago

    London, United Kingdom BNY Full time

    Newton is a global investment management firm owned by BNY, with offices in London, New York, Boston, San Francisco and Tokyo. It provides investment services to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment...