RFP/RFI - Specialist - Investment Management - London RFP/RFI - Specialist - Investment Management -  …

Non-disclosed
in London, United Kingdom
Permanent, Full time
Last application, 30 Nov 21
Competitive + Bonus + Benefits
Non-disclosed
in London, United Kingdom
Permanent, Full time
Last application, 30 Nov 21
Competitive + Bonus + Benefits
A boutique, high-quality asset manager is looking for an RFP/RFI Specialist to join team. This well-known brand is in a growth phase and is looking for a high energy, likeable and committed team player to join.

Role Description

  • To produce high-quality requests for information (RFIs) and due diligence questionnaires (DDQs), (within Qvidian), for prospective clients and ongoing clients of the firm.
  • Effective management of established RFP process from inception through to delivery ensuring initiatives deadlines are met.
  • Use and support the maintenance of content on the RFP/RFI content database with all new or improved content
  • Working with a range of busines stakeholders within investment teams, finance, operations, marketing and HR to ensure accuracy of responses
  • Responsibility for ensuring accuracy and integrity of information presented on t databases, including working with business development teams to ensure appropriate products and content are consistently and accurately represented
  • Following and adhering to compliance proceedures, getting the relevant approval before submission to clients. 
  • Production of MI for reporting purposes.

Specilist Knowledge

  • Strong experience within RFP, RFI or DDQ within an investment firm.
  • Good level of investment knowledge across a broad range of investment products
  • Familiarity with investment management operations and back-office systems
  • Writing skills that enable the individual to represent the capabilities of the brand
  • Experience in contributing to the acquisition of winning new business in a range of markets
  • Strong communication and organisational skills and the ability to confidently interact with colleagues
  • Commitment to quality and attention to detail
  • Ability to work to deadlines and under pressure, ability to multi-task
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