RFP Marketing Executive recruitment

Role

The role entails the design and completion of new business questionnaires for the company’s domestic and international sales teams.

Responsibilities

Timely and accurate completion of RFPs and RFIs covering the breadth of investment services offered by the firm
Supplying accurate company data to external consultants on a regular basis and responding to ad hoc requests
Developing relationships with sales marketing teams (Institutional, International, Private Client and Wholesale) to understand and support fully their sales marketing efforts
Assisting with the capture and maintenance of information/data for inclusion in RFP questionnaires (e.g. AUM, personnel information)
Assisting with the development and maintenance of systems for the capture of information for inclusion in RFP questionnaires (e.g. PMAPS)
Liaison with the Database Manager/Consultant Information Specialists to ensure content is accurate, up-to-date and is consistent with the message/positioning across databases and RFPs
To attain a good knowledge of the company and their investment services and to keep up-to-date with any new developments/products
Comply with all corporate policies and procedures within the department.
Alert management immediately of any significant changes to business risks and internal controls effectiveness.
Notify management and/or Compliance immediately of any regulatory breach
Comply with health and safety policies and procedures operating within the business.

Person specification

A knowledge or understanding of RFP production and consultant databases would be desirable
Good writing skills with the ability to turn complex investment ideas into clear written paragraphs
Attention to detail, numerate and ability to analyse statistical data
Ability to prioritise and work accurately under pressure to tight deadlines
Good inter-personal skills. Must be able to interact well with other members ofstaff, both within Investment Information Services and with external/internal clients
Must be motivated, willing to take initiative and committed to the development of the team
Adaptability
Customer Orientation
Sound judgment
Managing Risk
The successful candidates are likely to have previous experience in the investment management industry, preferably in Institutional Marketing or Client Service capacity, and want to develop this in a fast moving environment which will offer a lot of exciting challenges and opportunities.

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