RFP Writer – Asset Management recruitment

RFP Writer – Job Description

Job Title: RFP Writer, Asset Management Division

Description:

Credit Suisse is seeking an RFP Writer for its Asset Management division. The RFP Writer will help organize the flow of client and prospect inquiry requests and coordinate the response processes for Request for Proposal (RFP), Request for Information (RFI), Due Diligence Questionnaires (DDQ) and other ad-hoc requests.

In partnership with Distribution, Consultant Relations and Product Specialist professionals throughout Asset Management, the RFP Writer will help track requests and help manage the completion process to ensure the delivery of high-quality, compelling, engaging and compliant submissions. RFP efforts span across a wide range of distribution channels, including institutional and third-party platforms.

The RFP Writer will strive to secure a seamless exchange of information globally to ensure that all responses are consistent and in line with the Asset Management Division’s voice, brand and business targets. The successful candidate will report to the RFP Manager, Americas.

Responsibilities:

• Liaise with the RFP Manager to assess prospect and client needs, understand the firm’s strategic and competitive advantages, and create proposals that express these advantages to maximum impact;

• Write RFP responses based on information in our language management database, ensuring any questions without responses are highlighted for further action, and updating language in the language management database;

• Coordinate with—and manage—a network of internal and external constituents to ensure flawless and timely execution;

• Develop and maintain relationships with a diverse network of senior experts throughout the organization to ensure effective and timely response to even the most demanding inquiries;

• Stay abreast of new product developments in terms of structure, staffing, performance and competitive strengths;

• Understand and uphold high editorial standards to express the Asset Management Division’s voice with authority and consistency with the Credit Suisse brand;

• Interact with other RFP Writers globally to update and maintain content in the RFP database; and,

• Liaise with other members of the Marketing group to ensure timely and consistent update of consultant databases.

Qualifications:

• At least three years of institutional investment management experience with demonstrable skills in content creation and management;

• College degree a must; graduate degree preferred;

• In-depth knowledge of investment products and services, ideally across multiple distribution channels;

• Strong understanding of the institutional competitive landscape; expertise in alternative investment products—including hedge funds and private equity—highly preferred;

• Ability to multi-task and thrive in a fast-paced, deadline-driven environment;

• Ability to develop and maintain lasting relationships with senior investment and distribution professionals;

• Outstanding skills in organization, prioritization and time management;

• Constant willingness to sweat the details; and,

• Ability to think strategically and execute tactically.