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RFP Specialist, Investment Management

2 months ago

London, Greater London, United Kingdom eFinancialCareers Full time

Key Responsibilities:

  • Engage with sales teams, portfolio management, client service, marketing, compliance, and other divisions to produce high-quality, client-focused RFPs, RFIs, DDQs, surveys, and various questionnaires.
  • Revise and enhance standard RFP documents.
  • Support the management of the RFP workflow tracker and Salesforce platform.
  • Collaborate with internal stakeholders and conduct regular audits to ensure the accuracy and relevance of the RFP database (RocketDocs).
  • Remain updated on corporate and product developments, creating consistent content for team utilization.
  • Contribute to assigned projects and undertake additional tasks as required.

Qualifications:

  • A minimum of 3-5 years of experience in a comparable position within the investment management sector.
  • Expertise in RFP databases, with a preference for RocketDocs.
  • Proficient in analyzing extensive datasets.
  • Comprehensive understanding of financial markets and proven experience in RFPs across various distribution channels.
  • Exceptional verbal and written communication skills.
  • Strong stakeholder engagement and project management capabilities.
  • Advanced writing and editing skills.
  • Able to work collaboratively within a team environment.
  • Proven track record of meeting deadlines consistently.