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 and external RFP databases for their range of funds, trusts and portfolios as well as assisting with other external queries as requested from time to time.

Our client operates a hybrid working 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 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.

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

#J-18808-Ljbffr
  • 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...

  • 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...

  • 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...

  • RFP Writer

    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

    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 Analyst

    2 weeks ago


    City of London, United Kingdom JJ Search Ltd Full time

    40-65K Salary (depending on experience)The RoleThis is a great opportunity for a proactive and organised RFP writer to become part of a growing global Sales and Marketing Team within this Asset Management firm.The RFP Analyst will be adding to the Asset Management firms client base, assisting in raising assets by developing, maintaining and distributing...

  • Rfp Writer

    2 weeks ago


    London, United Kingdom eFinancialCareers Full time

    We have two exciting new roles as a Senior RFP writer at leading asset managers in the city. Both firms have a huge ESG focus so if you are interested in this, it would be a great place to work! Both firms also have great internal mobility, this would bea great opportunity for someone who would like to move into a different department at a later stage in...

  • 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

    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

    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

    10 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 ...


  • City of London, United Kingdom Meraki Talent Limited Full time

    Meraki Talent's client is a highly respected, niche Investment Management company that is seeking an individual to work as part of their RFP team within a department that also supports all business development activities of the organisation. The person appointed will be undertaking responsibilities such as: - Completing and/or coordinating Request for...