RFP Specialist

  • £45-55k
  • London, England, United Kingdom
  • Permanent, Full time
  • Nelson Scott LLP
  • 23 Sep 16

The RFP Specialists are responsible for responding to due diligence questionnaires, RFPs, industry surveys, award submissions and ad-hoc requests for information about this European Asset Manager and its investment capabilities, for institutions, mutual fund distributors and private clients. Min 2 years Investment RFP experience + IMC

The RFP Specialists are responsible for responding to due diligence questionnaires, RFPs, industry surveys, award submissions and ad-hoc requests for information about this European Asset Manager and its investment capabilities, for institutions, mutual fund distributors and private clients. Min 2 years Investment RFP experience + IMC 

This ensures that accurate, consistent and timely information is being distributed to all prospective and existing clients from a single central source. The team is responsible for helping to position the company with investment consultants and clients world-wide by providing comprehensive information and data on Group and its underlying investment strategies. This includes populating web databases and responding to ad-hoc data queries and other requests. In addition, the team completes regular standard due diligence questionnaires, maintains an extensive RFP database with up-to-date information and produces a very broad range of tailored and ad-hoc client reporting. The team is part of the Global Product Market

To contribute towards the funds gathering and retention efforts worldwide, by assisting relevant business development teams to promote the investment strategies to intermediaries, clients and potential clients through the completion of due diligence questionnaires, RFPs, standard client materials and other ad-hoc requests for information, across absolute return, equity, fixed income, alternative and multi asset class strategies.

Completing accurate, timely, high quality submissions for intermediaries, investment consultants, clients and prospective clients (including Request for Proposals, consultant questionnaires and database updates);

Dealing with ad-hoc requests for information and other data queries from internal and external clients;

·Completing relevant data requests, award submissions and industry surveys;

·Taking individual responsibility for maintaining and enhancing a share of the key resources including records in the RFP database (PMAPS), standard firm or product questionnaires, data spreadsheets etc used by all members of the RFP Specialists team;

·Maintaining well-ordered, comprehensive filing of completed work;

·In due course, peer review and checking of work produced by other team-members once required level of expertise has been reached;

Qualifications/Work Experience

Degree calibre with five years’ plus asset management experience; two of which would preferably be spent on RFPs.
A sound understanding of investment management strategies and practices;
Strong PC skills. Especially  Word and Excel;
·         Hold the Investment Management Certificate (IMC), or similar level relevant industry qualifications;

·         Experience of multi asset class investing a distinct advantage, and experience of fixed income and/or hedge fund strategies desirable;

·         Experience with PMAPS an advantage