RFP Executive - ESG content

This individual will work across a number of RFPs, DDQs and consultant requests, whilst updating and maintaining content across the business. The main focus of this work is on ESG communications, so some experience of and a passion for ESG will be important in this role.

Responsibilities include:

• Produce high-quality RFPs, RFIs, DDQs and consultant requests accurately and on a timely basis. Treat each RFP as a project with you as the project manager whilst liaising with the associated Client Service Executive (CSE) and Investment Specialist / Sponsor for input and sign-off

• Delivering high quality client documents in short timeframes with limited resources, and differing deadlines
• Use and support the maintenance of content on the RFP content database with all new or improved content.
• Support the Investment Specialist and Client Service Team with initiatives and projects where appropriate, e.g., implementation of new regulation, inter-company organisational changes, etc. 
• Update consultant databases
• Working with a broad range of stakeholders in differing functions, including Investment Specialists, Investment Analysts, Client Services, Compliance, Operations, Risk and Performance and IT

Requirements:

This role will suit someone who is naturally curious and truly interested in client communications, with strong relationship development, project management and writing skills.

• Solid experience in Asset Management – familiarity with investment process and investment concepts
• Knowledge of ESG and ability to understand and communicate ESG philosophy and process
• Detailed knowledge of Request for Proposal, RFI, DDQs and related client documents, including regulations, Asset Management Global compliance requirements and delivery processes
• Outstanding relationship building skills