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OverviewWe are working with a highly regarded global investment management group to appoint a
Senior RFP Writer
within their international distribution team. This is a key role for an experienced RFP professional who thrives on delivering high-quality, client-focused content and enjoys working closely with investment and sales teams.
Sitting within the firm’s global RFP function as the number two to the Global Head of RFP, you will take the lead on institutional requests, producing tailored responses to RFPs, RFIs, DDQs and other client questionnaires. You’ll collaborate across boutiques and investment teams, leveraging automation and innovative tools to deliver an outstanding client experience.
This opportunity is well-suited to a detail-driven, technically proficient professional who wants to play a senior role in shaping the RFP function at a growing, ambitious investment house.
The successful candidate will be involved in:
Leading the production of high-quality, bespoke responses to RFPs, RFIs, DDQs and surveys across institutional and wholesale channels
Working closely with sales and investment teams to ensure content is accurate, client-focused and persuasive
Maintaining and enhance the RFP database, ensuring accuracy and relevance of information
Collaborating with the global RFP team to improve processes, adopt automation tools, and drive efficiency
Editing and quality-check submissions to deliver best-in-class client materials
Contributing to senior-level ad-hoc projects within distribution as required
The ideal candidate will have:
Significant experience in institutional RFP roles within investment management
Strong technical knowledge across multiple asset classes including equities, fixed income, ETFs and sustainable investing
High numeracy, analytical skills, and meticulous attention to detail
Team player with the ability to work autonomously and deliver under pressure
Strong communication skills and ability to partner effectively with senior stakeholders
Interest in leveraging new technologies to enhance client engagement and efficiency
To find out more information about the role please apply here or email Chris at Christopher.rolfe@bruinfinancial.com.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales, Business Development, and Marketing
Industries: Investment Management and Financial ..... full job details .....