RFP Writer - Asset Management
- Employer
- Ad Idem Consulting
- Location
- London, United Kingdom
- Salary
- £45K
- Closing date
- Sep 17, 2020
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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RFP Writer - Global Asset Management
Response content development and delivery:
Review and approval:
Building relationships:
Database content management:
Job Requirements
Response content development and delivery:
- Undertakes an initial review of all documents relating to assigned requests, identifies relevant requirements, and establishes where to access the required information.
- Discusses client requirements with business partners to identify responses that meet these requirements.
- Independently prepares first drafts of responses for review,
- Prioritises own workload to adhere to the project timeline, highlighting any challenges or resource constraints in advance.
Review and approval:
- Reviews own work to ensure consistency with best practice guidelines and that draft responses meet external client requirements and accurately position the organisation.
- Ensures all appropriate approval/review steps have been completed and documented for each submission with inputs from RFP team colleagues, product management and sales.
Building relationships:
- Builds and maintains effective working relationships with colleagues and business partners.
- Develops understanding of external clients and their requirements, our investment products, and distribution and product management priorities.
- Uses relationships and understanding to develop responses to new business/external client retention requests.
Database content management:
- Supports the update of existing content, distinguishing between opportunity-specific customisation and generic content.
- Utilises the feedback function to share details of updates.
- Leads and/or participates in ongoing initiatives to support global business requirements, such as training, reporting, and tools or systems development and maintenance.
Job Requirements
- Demonstrated asset management proposal experience, preferably in a global environment. Additional general financial services or asset management experience is highly desirable.
- Understanding of institutional and retail asset management, plus good knowledge of financial markets globally.
- Broad product knowledge, across equity, fixed income, real estate and alternatives (or experience/education to develop this knowledge quickly).
- University degree or equivalent knowledge and experience.
- CFA or other professional financial qualification or equivalent knowledge would be advantageous.
- Good verbal and written communication skills, plus strong proofreading skills.
- Ability to interact effectively and professionally at all levels of seniority and across multiple cultures.
- Flexible and adaptable, ability to adjust to changes in workflow and succeed in a fast-paced, deadline-driven environment.
- Strong working knowledge of MS Word, Excel, PowerPoint and SharePoint, and experience of content database software
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