Job: RFP Executive

If you’ve registered with us previously, please login now. If you’d like to register, please click the ‘Register’ link below.: : Register | Forgot your password?
Title RFP Executive
Salary Competitive Package
Location London
Job Information

Role

• The marketing team is responsible for all marketing communications for the company and is responsible for all content required to assist and support the sales process.
• To work with RFP team and across the wider business to complete a range of client RFPs/RFIs / DDQs to support the Institutional and Wholesale teams (example of audiences – Investment Consultants, institutional pension schemes, local authorities, charities and insurance companies, wealth managers, multi managers, IFAs and Platforms) in the company’s key strategies including equities, multi asset and fixed income.

Responsibilities

• Assist in the sales process by completing RFPs, DDQs and RFIs to a high standard of accuracy, to tight deadlines.
• Assist the sales and investment teams and other members of the RFP team with any requests for information they have.
• Work with product managers, investment managers and other content owners/ SMEs to ensure accurate, consistent and compelling content
• Build relationships and develop strong knowledge of products and marketing and sales initiatives.
• Support the RFP managers in the completion of due diligence requests and questionnaires
• To build and maintain all RFP content within the Qvidian RFP system
• Work with the company and external providers to maintain strong presence on consultant and wholesale databases
• Reflect the company’s core values through demonstrating positive behaviours in relation to your objectives and all stakeholders.
• Take ownership of your own development by ensuring that you have a clear and defined development plan that you continually review and work towards

Person specification

• Experience of delivering RFPs and DDQs to wholesale and institutional clients
• An understanding of investment products, including familiarity with various asset types: equity, fixed income, property and cash.
• Highly proficient in using MS Word, Excel and PowerPoint
• Preferably educated to degree level
• Investment Management Certificate (IMC) preferred
• Excellent attention to detail, written skills and high degree of numeracy
• Effective verbal communications at all levels of the organisation as well as externally.
• Strong organisational and time management skills – Ability to manage multiple vendors and projects simultaneously
• Ability to work effectively within a team and across the company

Apply Now

This job listing was created using Job Manager for WordPress, by Gary Pendergast.

Comments are closed.