RFP Manager (Private Asset) RFP Manager (Private Asset) …

Fidelity International
in Hong Kong
Permanent, Full time
Last application, 02 Dec 21
Fidelity International
in Hong Kong
Permanent, Full time
Last application, 02 Dec 21
Fidelity International

Department Description

The Asia Pacific ex- Japan RFP Team is responsible for supporting key sales and marketing efforts across the institutional and wholesale/ intermediary/retail business channels in Australia, Hong Kong, Korea, Taiwan, Australia, China, Singapore and Southeast Asia. The team’s main responsibilities include completing detailed Request for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and ad-hoc requests. Potential clients request this information in order to evaluate our company, products and services; and ultimately make major investment decisions.  It is vital that Fidelity provides our clients with up-to-date, high quality documents which communicate our marketing message clearly and the RFP team members are responsible for project managing and producing these documents. 

Purpose of your role

The successful candidate will be responsible for providing high quality, tailored responses to information requests which communicate Fidelity’s competitive advantages and product features in a clear and compelling proposal.  This involves crafting new content as well as using existing materials.

The RFP Manager works particularly closely with the Asia Pacific ex-Japan sales teams, client services teams, investment specialists, the RFP knowledge management team and other experts throughout Fidelity.  As the role involves sourcing and providing in-depth written answers to questions on a wide variety of topics, this role provides an excellent opportunity to gain an in-depth knowledge of Fidelity’s products and services can be an excellent basis for development towards a future career in sales, client relations, product or investment communications

Key Responsibilities

Deliver high quality, accurate, relevant and timely client documentations including RFPs, RFIs, DDQs and ad-hoc requests from the sales teams or other teams.

Responsibilities include:

Collaboratively work with the team and other colleagues within the global organisation
Developing a strong knowledge of the key products and mandates, with a particular focus on private credit and multi asset solutions
Proactively organise workload to meet client and internal deadlines
Confidently liaise with the investment product teams and sales relationship teams to determine client requirements, allocate responsibilities and project manage the entire RFP completion process
Crafting a high-quality document using the RFP database to source standard answers, working on new responses and tailoring all content to the particular proposal requirements
Tracking and monitoring the RFP pipeline of work in progress
Proactively contributing to the ongoing improvement of RFP content team’s processes and systems

Experience and Qualifications Required

Experience with Private Asset RFPs in the Asia Pacific market, including private credit, real estate, and general alternative investment structures.
Previous experience in writing RFPs, especially for institutional investors is required. Ability to understand the complexities and demands of institutional RFPs and to project-manage multiple tenders at one time.
Team player – functioning as part of a team, sharing tasks and providing internal support aligned to Fidelity’s values
Strong interpersonal / communication skills (oral & written) required
Fluent written and spoken English
Highly developed project management and time management skills with a strong attention to detail
A proactive approach to learning is vital to successfully developing in the role
Accountability and willingness to take ownership of tasks
Numeracy –ability to interpret and utilise statistical data
Able to adapt to a wide range of tasks as required. 

Company Overview

Great minds, better together.

Fidelity International is an equal opportunities employer and is commited to a policy of treating all its employees and job applications equally.

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