RFP and Investment Communication Analyst

  • Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • Record Currency Management
  • 22 Feb 18 2018-02-22

We are recruiting for both intern and graduate Analysts within our Client Services team. As an Analyst in this team, you will play a crucial role in supporting and facilitating the work of our Client Team as they work to maintain and grow Record’s client base. The Client Services team together are responsible for: (a) responding to enquiries from our existing clients; (b) preparing Proposals (hereafter RfPs) for prospective clients; and (c) developing marketing presentations for prospective and actual clients and consultants.

Record Currency Management:

Record Currency Management is an established, independent currency manager, managing approximately £45.6bn (as at 30 Sept 2017) in client currency exposures. Our clients are largely institutions, including pension funds, charities, foundations, endowments, and family offices, as well as corporate clients.

Key Responsibilities:

  • Collect and provide data for RfP production for prospective clients by; accessing appropriate systems and records, liaising with various internal departments for appropriate input, reviewing previous RFP’s, and suggesting what might be useful to meet the prospective client's requests.
  • Access investment data from appropriate systems and internal departments to obtain information needed to prepare responses to ad hoc enquiries from clients and their advisers.
    • Interpret and analyse above data as necessary, and prepare draft responses to clients and their advisers, as required.
  • Provide technical data and analyse as necessary for presentations being prepared by Client Team Directors. When requested, prepare first drafts of presentations.
  • Build a strong team relationship as well as a professional and helpful relationship with Client Team Directors.
  • Maintain and update consultant databases. This entails collating and providing updates on performance and AUM data, and ensuring that products are accurately reflected on consultant websites.



  • 1st class / 2:1 degree from a Russell Group University (or international equivalent).
  • Strong writing, research, and analysis skills; comfortable interpreting numerical data and quick to understand complex systems.
  • Excellent communication and interpersonal skills, works well in a team.
  • Problem-solving skills.
  • Excellent attention to detail.


  • A-level in an essay-based subject - A grade or above (or international equivalent).
  • 6-12 months relevant work experience or internship experience. Ideally some basic experience of working within financial services or academic research.

Long term career prospects:

The role would suit an ambitious recent graduate who seeks a thriving long-term career in investment management.

Due to its broad nature, the role can in the long run lead to a variety of career paths including: (a) senior leadership roles within the Client Services team; (b) client-facing work, taking responsibility for winning new clients and managing existing client relationships; (c) research; and (d) investment orientated roles.