Investment RFP Writer

2 weeks ago


London, United Kingdom in Newbury Full time

Our client, a UK-based asset management firm,managing a broad range of investment products, is seeking anInvestment RFP Writer in their City of London office to assist in theproduction and update of Request for Proposals (RFP) documents (fundquestionnaires), due diligence questionnaires and internal andexternal RFP databases for their range of funds, trusts and portfoliosas well as assisting with other external queries as requested fromtime to time.

Our client operates a hybridworking arrangement with 3 days in the office and two at home.

Role & Responsibilities

  • Ensure timely and accurate completion of RFP,due diligence and other related requests submitted to the RFP teamfrom external companies.
  • Ensure timely update of external RFPand DD databases as required.
  • Ensure compliance with thecompany’s RFP production procedures, the FCA rules and the principlesof treating customers fairly when producing and updating RFPdocuments.
  • Produce regular reporting on progress and status.
  • Update internal RFP database.

Experience & Qualifications

  • Experience of workingin a similar role.
  • Knowledge of investments.
  • Understanding of the FCA compliance rules and the principlesof treating customers fairly.
  • High level of accuracy andattention to detail.
  • Strong organisational skills.
  • Ability to work under pressure and adhere to strictguidelines.

Please note that due to the high volume of applicantsresponding to our adverts we are regrettably not able to feedback onall applications; only successful candidates will be contacted.

#J-18808-Ljbffr
  • Investment RFP Writer

    2 weeks ago


    City of London, Greater London, United Kingdom Meredith Brown Associates Ltd Full time

    Job Description Investment RFP Writer £Exc + bens 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...

  • Rfp Writer

    7 days ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services London 06/03/2023 Type of Position: RFP Writer - London Pay: £60k - £75k **RFP Writer - London**: **Key Responsibilities**: - Work with the RFP team within the marketing team, and other internal departments (including business development, investment, operations, compliance, risk, legal, investor services) to update, as per the...

  • Rfp Writer

    3 weeks ago


    London, United Kingdom eFinancialCareers Full time

    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 to fulfil requests - Assist in...

  • Rfp Writer

    4 days 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...

  • Senior Rfp Writer

    1 week ago


    London, United Kingdom eFinancialCareers Full time

    The **Senior RFP Writer **will take responsibility for the following duties: - Produce high-quality, client-focused, accurate and compliant RFPs, RFIs, and DDQs within the agreed deliverable timeframe, adhering to relevant rules and guidelines. Edit standard and bespoke material to suit the client’s requirements. - Support business growth from prospective...

  • Rfp Writer

    3 weeks ago


    London, United Kingdom eFinancialCareers Full time

    The**RFP Writer** will take responsibility for the following duties: - Develop and write Request for Proposals (RFPs) and Request for Information (RFIs) for potential and existing clients within the Equities space. - Focus on the functional aspects of RFP management. - Provide correct and detailed DDQs linked to advisor and client requests. - Liaise with...

  • Investment Management

    2 weeks ago


    City of London, Greater London, United Kingdom Meredith Brown Associates Ltd Full time

    Investment RFP Writer £Exc + bens 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...

  • RFP Writer

    Found in: beBee jobs GB - 2 weeks ago


    London, Greater 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...

  • RFP Writer

    Found in: Talent UK C2 - 3 weeks ago


    London, United Kingdom Bruin Full time

    Ref: 36891We 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 framesWork alongside other area’s of the business such as sales and investment teams to fulfil requestsAssist in maintaining...

  • Senior Rfp Writer

    7 days ago


    London, United Kingdom HSBC Full time

    -Job description Some careers have more impact than others. If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. HSBC Asset Management (‘HSBC AM’), the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and...

  • Investment RFP Writer

    2 weeks ago


    London, United Kingdom Meredith Brown Associates Full time

    Role & 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...

  • RFP Writer Apprentice

    2 weeks 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...

  • RFP Writer Apprentice

    Found in: Talent UK C2 - 2 weeks ago


    London, United Kingdom M&G Full time

    We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role. We have an opportunity within the RFP team for an RFP (Request for Proposals) Writer Apprentice to join our established team in London.  The Apprentice will support the...

  • Rfp Writer

    2 weeks ago


    London, United Kingdom eFinancialCareers Full time

    We have an exciting new role as a Senior RFP writer at a leading asset manager in the city. The firm have a huge ESG focus and there is a lot of ESG exposure within the team so if you are interested in this, it would be a great place to work! The firm hasgreat internal mobility, this would be a great opportunity for someone who would like to move into a...

  • Senior RFP Writer

    3 weeks ago


    London, United Kingdom Mayford James Full time

    Leading Asset Manager is looking to add a Senior RFP writer to the existing team. You will be responsible for: Responsible for coordinating and completing fixed income RFPs, due diligence, ESG questionnaires Work closely with colleagues within the Global RFP team to ensure deadlines are met while following the team’s multi-step RFP process ...

  • Senior RFP Writer

    Found in: Talent UK 2A C2 - 3 weeks ago


    London, United Kingdom Mayford James Full time

    Leading Asset Manager is looking to add a Senior RFP writer to the existing team. You will be responsible for: Responsible for coordinating and completing fixed income RFPs, due diligence, ESG questionnairesWork closely with colleagues within the Global RFP team to ensure deadlines are met while following the team’s multi-step RFP processCollaborate with...

  • Senior RFP Writer

    Found in: Jooble UK C2 - 2 hours ago


    London, United Kingdom Mayford James Full time

    Leading Asset Manager is looking to add a Senior RFP writer to the existing team. You will be responsible for: Responsible for coordinating and completing fixed income RFPs, due diligence, ESG questionnaires Work closely with colleagues within the Global RFP team to ensure deadlines are met while following the team’s multi-step RFP process ...

  • Rfp Writer

    3 days ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    **Key Responsibilities**: - Work with the RFP team within the marketing team, and other internal departments (including business development, investment, operations, compliance, risk, legal, investor services) to update, as per the agreed schedule, the standard - Request for Proposal (RFP) documents for company product range, - Complete RFP, due diligence...

  • Rfp Writer

    3 weeks ago


    London, United Kingdom eFinancialCareers Full time

    The RFP Writer will report to Questionnaires Manager, and will be primarily focused on firm-level responses in questionnaires. This is for a 12-month period to cover maternity leave paying a day rate of between £400-470 experience dependent. The submittal of well-written questionnaires is often a critical step in the institutional sales and client...

  • Senior RFP Writer

    Found in: Whatjobs ES C2 - 1 week ago


    London Area, United Kingdom Mayford James Full time

    Leading Asset Manager is looking to add a Senior RFP writer to the existing team. You will be responsible for: Responsible for coordinating and completing fixed income RFPs, due diligence, ESG questionnaires Work closely with colleagues within the Global RFP team to ensure deadlines are met while following the team’s multi-step RFP process Collaborate...