Senior RFP

 

Responsibilities

Respond to RFPs/RFIs and DDQs: Complete accurate, timely, high quality submissions in response to requests from prospective/existing clients and consultants. Review work of other team members.

·         Product specialisation: Build on existing product knowledge and work with other areas of the business to improve written product content. Take the lead on RFPs in specialist areas e.g. Fixed Income or LDI, as required by the business.

·         Respond to general enquiries: Respond to general enquiries for information and data from internal and external clients.

·         Maintain RFP database: Support the team in the implementation and ongoing maintenance of the RFP database

·         Standard RFPs, RFP supporting information: Support the business development RFP executive in maintaining and reviewing databases and standard documents on a periodic and ad hoc basis as well as create new product profiles as appropriate.

·         Maintain central sources of information: Ensure that the team adheres to good standards in maintaining centrally held folders to support RFP work.

·         Relationship management: Build good working relationships with the client account management team, consultant relations, data, product specialists, sales, marketing services and other key teams within the wider business.

·Team responsibilities: Work with team members to manage work flow, contribute to key projects and support ad hoc tasks.

 

 

The role holder must have the following skills:

Excellent attention to detail and proven ability to manage multiple tasks to fixed deadlines both for themselves and for others.

Strong coordination skills and the ability to manage expectations across business sponsors and product specialist/front office, as well as other parties contributing to the RFP process and content.

 Direct experience of writing RFPs for a broad range of asset classes, or demonstrable knowledge in Index, Fixed Income and/or LDI.

Excellent writing skills and the ability to translate investment concepts into text to be used in new business tenders.

Confidence and the ability to take the initiative while being a team player.

 

April 15, 2013 • Tags:  • Posted in: Financial

Leave a Reply

You must be logged in to post a comment.