Rfp Specialist
3 weeks ago
What is the EMEA RFP/DDQ team responsible for?
Our EMEA RFP/DDQ team is responsible for servicing all information requests from prospects and existing clients about our firm and products we offer. We are looking to add RFP specialist to our team to provide renewed dedication to our RFPs/DDQ requests and service our EMEA clients. As a RFP Specialist you will have responsibility for completing detailed Proposals and Client Questionnaires and ad-hoc requests for existing clients focusing on high value clients with holdings in our products. Within this role you’ll work in a highly interactive environment requiring close teamwork with business partners globally to meet critical timelines. You’ll also be instrumental in developing and enhancing written client responses related to detailed product reviews involving fixed income, equity, multi-solutions and alternatives for both retail and institutional channels.
What are the ongoing responsibilities of the RFP Specialist?- Completing Request for Proposals, Due Diligence Questionnaires and other new business or client-related questionnaires which accurately and favorably represent the organization, and its investment products and services, to prospective clients and their advisers.- Reviewing own work and submissions by other RFP Specialists, to ensure consistency with best practice guidelines, and that draft responses meet external client requirements and accurately positions the organization.- Ensuring all appropriate approval/review steps have been completed and documented for each submission, with inputs from other RFP members, Product Management team and the Distribution team.- Prioritizing own workload to adhering to the project timeline, highlighting any challenges or resource constraints in advance.- Supporting the update of existing content, distinguishing between opportunity-specific customization and generic content.- Building and maintaining effective working relationships with colleagues and business partners.- Developing understanding of external clients and their requirements, our investment products, and distribution and product management priorities.
What ideal qualifications, skills & experience would help someone to be successful?- Bachelor’s degree or equivalent experience.- 3-5 years of experience of writing RFP’s within a Financial or Consulting Services environment- Strong understanding of the Financial Services environment across various distribution channels.- Understanding asset classed equity, fixed income, real estate, and alternatives - as an advantage.- Excellent verbal and written communication skills, plus experience of proofreading.- Ability to interact professionally with a wide range of stakeholders across the business.- Meticulous attention to detail across all aspects of data, language and grammar, and general layout/presentation.- Able to manage multiple tasks and flexible/adaptable to allow you to adjust to changes in workflow and meet tight deadlines.- Proficiency in English and other European language ( French, German, Italian)- Good MS Word, Excel and PowerPoint skills are needed, with knowledge of Qvidan or other content database - as an advantage.- Claritas Investment Certificate (CFA Institute) or Investment Management Certificate (IMC) - as an advantage.
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