ESG Specialist RFP Writer

Employer
William Blake Group
Location
London, United Kingdom
Salary
Competitive + Bonus
Posted
Sep 01, 2021
Closes
Oct 01, 2021
Ref
11660248
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities
  • Write a high volume of RFPs, RFIs, and Due Diligence Questionnaires for ESG-focused strategies across global institutional and retail channels.
  • Create and maintain ESG related RFP language and content for assigned strategies of coverage, including investment process, research process, team information, and competitive advantages.
  • Maintain consistent product messaging in RFP Language database and on 25+ consultant and third-party databases.
  • Collaborate directly with Product Managers, Portfolio Managers, Research Heads, Traders, and others to update existing RFP language and develop new language.
  • Customize final documents to reflect a nuanced and targeted response to the specific sales opportunity.
  • Handle follow-up work associated with RFPs moving to the next phase: coordinating answers, additional information, etc.
  • Oversee production of final proposals (formatting, technical editing and reproduction).

Required Skillset
  • Previous Experience working within Investment Management is Essential
  • Knowledge of the global institutional and retail markets, and the asset management industry.
  • Prior experience with Equity and/or ESG/responsible investing focused strategies preferred.
  • Demonstrated initiative and good judgment as well as the ability to work well under pressure and with time constraints.
  • Interest in and ability to interact directly and effectively with Sales Advisors, Portfolio Managers and other investment professionals.
  • CFA Certificate in ESG Investing preferred.

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