Institutional RFP/Junior Sales recruitment
Responsibilities
Collects and provides data for RFP production for prospective clients by accessing appropriate systems and records, liasing with various internal departments for appropriate input, reviewing previous RFP’s and suggesting what might be useful to meet the prospective clients’ requests
Prepares draft sections of RFP’s as requested by Client Team Director responsible for prospective client
Liaises with the allocated Client Team Director to assist in overall RFP production and submission
Interprets and analyses above data as necessary, and prepare draft responses to clients and their advisers, as required
Responsible for collating and providing updates on performance and AUM data on consultant websites
Responsible for ensuring that appropriate products are accurately reflected on appropriate databases
Person specifics
Degree educated, IMC desireable
Previous experience of RFP writing or Investment writing
Asset management experience and a broad knowledge of investment and investment products
Experience of working with institutional investors and pension funds
Analytical skills
Team Player