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RFP Specialist

Salary Competitive
Type Permanent
Location London
Sector Sales & Marketing
Job Reference T6/CHR/28844
Contact Christopher Rolfe
Date posted 24-06-2018

Our client, a leading global investment manager, is looking for a Proposal Specialist to join their team in London. A successful candidate can expect to be responsible for completing RFPs, new business questionnaires and DDQs for clients.

Key Responsibilities:
• Respond to proposal and client requests by working with Product Management and other business partners to prepare proposal that supports the agreed strategy.
• Coordinate review and approval process by editing and revising, verifying accuracy and ensuring all changes are in the final version.
• Provide feedback on Knowledgebase content in order to improve quality and accuracy.
• Maintain accurate tracking records.

Experience and Qualification Requirements:
• Experience in a proposal role within asset management.
• Broad product knowledge, across equity, fixed income, real estate and alternatives.
• Extensive knowledge of institutional and retail asset management as well as a sound understanding of global financial markets

For more information or to hear more about roles in financial services please contact Christopher Rolfe on 0203 145 3378 or at

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Contact Christopher about this job

AVP, Consultant