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Alternative Investments RFP Lead - Credit

Employer
Aurum Search
Location
London, United Kingdom
Salary
£60-75k + bonus and package
Closing date
Mar 22, 2019

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Responsibility:

•              Studying and reviewing new Requests for Proposal (RFPs) and RFIs in detail

•              Analysing and determining the best approach to and strategy for each RFP, in conjunction with relevant Sales, Portfolio Management and Product Specialist colleagues

•              Gather proposal information - identify sources of information and internal response requirements

•              Allocate effectively and in a timely way all responses requiring input from other colleagues or teams

•              Work clearly and cohesively with other business areas to collate and edit the required material on a timely basis - including Product Control, Fund Accounting, RMPA, Portfolio Managers, Product Specialists and Sales

•              Establish priorities and target dates for information gathering, writing, review, and approval; enter and monitor tracking data; coordinate requirements with contributors; provide  proposal status information to Sales

•              Draft proposal and populate draft answers to questions for review by Manager and by relevant  Portfolio Managers, Product Specialist and Sales colleagues

•              Edit the RFP as appropriate to reflect input from relevant colleagues at each stage

•              Establish and maintain current best-in-class response templates for frequent questions and information to the extent possible

•              Maintain proposal support database(s), including Qvidian

•              Aim to achieve excellence in proposal-writing standards - including relevance and resonance, readability, completeness, consistency, accuracy and tone

•              Ensure accurate, thorough and tracked review of each RFP prior to submission by Client Service, relevant PM team, Sales and Compliance

•              Improve proposal-writing performance by evaluating and re-designing processes, approach, and best-in-class responses

•              Update job knowledge and skills by participating in educational opportunities and learning from other colleagues and teams on an ongoing basis

 

Skills & Qualifications:

•              Organised and with strong attention to detail

•              Strong writing skills, with ability to craft clear and resonant language

•              Strong ability to manage to deadlines and to prioritise workflow

•              Team-player with ability to communicate clearly and to motivate involvement from colleagues and other business areas

•              Strong Excel, Word and Powerpoint skills

•              A strong knowledge of financial products and markets

•              Experience in a similar role at a major asset management firm would be a strong positive

•              Experience in credit markets would be a positive

•              Qualifications - degree level, CFA not required but would be a positive

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