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Rfp Specialist
3 weeks ago
As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.
If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day
**Job Description**:
We have an outstanding benefits package which includes:
- Company-provided healthcare- A competitive annual leave allowance- Flexible working options, including hybrid working arrangements- Generous pension provisions- Income protection- Health and wellness benefits- Volunteering days- Enhanced parental leave- Life insurance
Your role:
The Request for Proposal (RFP) Specialist will be responsible for all phases of the proposal process for RFPs, DDQs and Questionnaires. This role is responsible for researching, writing, editing, reviewing and producing proposals as well as responding to due diligence questionnaires related to Invesco’s suite of products. The RFP Specialist must be able to make decisions independently as they are solely responsible for leading and completing the proposal process, which is a vital part of our business operations.
What we are we looking for:
- Responsible for all phases of the proposal process for RFPs, DDQs and Questionnaires; project manage from qualification to completion and delivery- Lead communication aspects of proposal, including scheduling vetting calls and delivering timelines with list of action items to all stakeholders- Researches, writes, and edits responses to RFPs, RFIs, due diligence requests, and consultant databases as a part of the sales process, demonstrating an expertise of the firm’s investment strategies- Collaborates with members of the sales, marketing, portfolio management, product strategy, operations, compliance, and legal teams to ensure strategy specific content is complete, accurate, and timely- Assists in managing content within the RFP Response Platform (RFPio), creating new content, editing/updating existing content- Develops and maintains a high-level of understanding of portfolios’ investment process, construction, and risk management
What you can bring:
- Related work experience in investment management industry- Experience in RFP/RFI production and one distribution channel strongly preferred- Strong writing and editing skills, an excellent communicator- Strong project management skills with high attention to detail- Ability to juggle and prioritise multiple projects simultaneously- Ability to work well under pressure in a deadline-oriented atmosphere- Self-Starter, highly motivated- Critical thinker and a quick learner- Effective both independently and as a team member- Progress to CFA Charter a plus; CFA Investment Foundations strongly encouraged- Bachelor’s degree, emphasis in Finance, communications/English/liberal arts preferred
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
No
Workplace Model
At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.
Equal Opportunities:
We are an equal opportunities employer. Our mission is to welcome everyone and create inclusive teams. We celebrate difference and encourage everyone to join us, and be themselves at work.
Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.
Recruitment Agencies:
Regulatory:
This position may fall in-scope of one or multiple regimes/directives.
