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RFP Writer
2 months ago
Job Summary
Roka Search is seeking a highly skilled RFP Writer - Client Services and Sales Support Specialist to join our team. As an RFP Writer, 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
- Craft and manage multi-product RFPs, RFIs, and DDQs
- Maintain and update the RFP library
- Manage multiple client reporting assignments
- Provide regulatory reporting for management and institutional clients
- Act as a client and product specialist, collaborating with internal teams
- Analyse data to produce accurate responses
- Ensure 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
- Ideal IMC certification or willingness to pursue it, and exposure to ESG factors
About Roka Search
Roka Search is a leading recruitment agency specialising in the financial services sector. We are committed to providing exceptional service to our clients and candidates, and we are seeking a talented RFP Writer - Client Services and Sales Support Specialist to join our team.