The Company:

Our Client, are a Leading Investment Management group based in the City and offer a great career path for the right person.

The Role:

  • To produce high quality requests for proposal (RFPs), requests for information (RFIs) and consultant database entries for prospective clients and consultants based on a well-researched understanding of clients' needs, strengths and weaknesses and the overall marketplace for Companies product and services.
  • This role provides the opportunity to join a highly regarded team within a successful asset management company.
  • This role provides a fantastic opportunity to build relationships and increase product knowledge, with potential for career progression into various roles.
  • The individual would preferably come from an RFP, investment writing or marketing role within an investment management company.
  • They are looking for an individual who wants to work in a supportive team but who also seeks the scope to take ownership and responsibility for their own work.
  • Produce high quality RFPs, RFIs, consultant requests accurately and on a timely basis. Treat each RFP as a project with you as the project manager.
  • Maintain the RFP Machine with all new or improved content.
  • Participate in RFP team initiatives and projects where appropriate, e.g. the implementation of a new template, working and support other team members at all times.
  • Responsibility for ensuring accuracy and integrity of information presented on consultant databases.
  • Liaise with business development teams to ensure that appropriate products are represented on the databases for which you are responsible.

The Candidate:

In order to be successful in this role the candidate will aim to:

  • Establish excellent working relationships with all internal clients, including client directors, business development and portfolio managers, liaising with these contacts to obtain information.
  • Keep abreast of changes within the company, product and the industry, ensuring changes are reflected in the RFPs and databases.
  • Also maintain information flow through the team.

The candidate will have the following in order to fulfil this role:

  • Good level of investment knowledge across a broad range of investment products, ideally to include fixed income and liability driven investment solutions.
  • Experience in contributing to the acquisition of winning new business in a range of markets.