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RFP Specialist

2 months ago

London, Greater London, United Kingdom Roka Search Full time
Job Title: RFP Specialist

Role Overview

We are seeking an experienced RFP Specialist to join our Client Services & Reporting team at Roka Search. As an RFP Specialist, you will be responsible for crafting and managing multi-product RFPs, RFIs, and DDQs, as well as maintaining and updating the RFP library.

Key Responsibilities

  • Crafting and managing multi-product RFPs, RFIs, and DDQs
  • Maintaining and updating the RFP library
  • Simultaneously managing multiple client reporting assignments
  • Providing regulatory reporting for management and institutional clients
  • Acting as a client and product specialist, collaborating with internal teams
  • Analysing data to produce accurate responses
  • Ensuring compliance with internal and external standards

Requirements

  • Expertise in asset management and regulatory requirements (MIFID II, UCITS, AIFMID)
  • Intellectual curiosity and understanding of the financial industry and EU directives
  • Strong knowledge of equities, fixed income, alternatives, and ESG topics
  • Ability to build effective relationships with internal clients
  • Proficiency in compliance standards and ethics
  • Detailed knowledge of RFPs, RFIs, DDQs, and client documents
  • Excellent working knowledge of RocketDocs or similar databases
  • Ideally, IMC certification or willingness to pursue it, and exposure to ESG factors

About Roka Search

Roka Search is a dynamic Asset Management Client Services & Reporting team that manages client inquiries, produces proposals, and delivers top-tier EMEA-based client reporting and analysis.