Head of RFP

  • Competitive
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • Jupiter Asset Management Ltd
  • 13 Sep 18 2018-09-13

The Head of RFP will be responsible for leading and managing the team of RFP writers based in London who complete all Requests for Information (RFIs), Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) across all distribution channels and geographies. You will also be responsible for Consultant Databases. In addition, you will be responsible for leading the creation, modification and maintenance of content (which requires collaboration between internal teams) and achieving proper sign off on all documents.

Key Responsibilities:

• Ensure that all RFI, RFP and DDQ requests are completed to a high standard, are accurate and meet all agreed deadlines
• Ensure that all consultant databases are maintained/updated in a timely manner, are accurate, and fully populated
• Ensure Qvidian is maintained with accurate and up-to-date information
• Ensure consistency of information and data across the consultant databases, RFIs, RFPs and DDQs
• Manage the RFP team and Consultant Database Executive. This includes managing the work-log, allocating and prioritising team workloads in line with business priorities and external deadlines. A key element of this also relates to mentoring the RFP writers, ensuring they have strong proposal management techniques and adhere to processes and procedures
• Liaise with other Jupiter departments, including fund managers, product specialists, performance, legal and compliance to ensure accurate data is maintained
• Ensure all team output is accurate and compliant
• Ensure completed documents are produced to a high standard in terms of style and language and all agreed deadlines are achieved
• Liaise with global sales teams to assess the suitability of RFI and RFP opportunities
• Develop and maintain a deep understanding of Jupiter’s investment capabilities, its infrastructure and the markets
• Implement improvements to the RFP process as necessary
• Responsible for MI relating to the RFP team

Experience/Skills Required:

• Previous team management/supervisor experience
• Excellent written English
• Effective time management and multi-tasking abilities
• Ability to work under pressure and to deadlines
• Proven ability to meet quality and productivity standards under pressure
• Strong understanding of investment management
• Attention to detail is critical
• Proven experience in the completion of more complex due diligence questionnaires and RFPs, or similar
• Experience in Qvidian (or similar)
• Experience of consultant databases including GIMD and eVestment
• Proven experience with utilising portfolio & performance information in financial services
• Experience of data-driven environment
• Advanced Word skills
• Intermediate Excel skills
• Strong interpersonal skills and proven ability to develop a strong internal network
• Self-motivated and conscientious, detailed approach to work

Qualifications Required:

• Educated to degree level or equivalent.
• Proven experience in an RFP role, preferably at an asset manager
• IMC

Jupiter is one of the UK’s leading fund management companies. Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in Germany, Austria, Switzerland, Singapore, Hong Kong, Sweden, Italy and Spain.

Jupiter is committed to a diverse and inclusive work environment and is an equal opportunities employer.