RFP Writer, Asset Management
Core
Completing RFPs, Due Diligence Questionnaires, and other questionnaires for investment consultants, prospects, and clients in the EMEA and APAC regions.
Role type
Asset Management RFP Writer
Builds
RFP responses and due diligence materials for new business and client support
Domain
Asset Management / Wealth Management
Deliverable
client delivery
Required skills
Asset Management RFP experience, analytical skills, attention to detail, financial data interpretation, project management, database management
Preferred skills
knowledge of regional investment and regulatory requirements, ability to manage multiple deadlines
Technologies
Qvidian database
Responsibilities
Complete high-calibre standard and non-standard RFPs, RFIs, Consultant Questionnaires, and DDQs; Create robust audit trails for reviewed content; Maintain and analyse metrics; Maintain the Qvidian database for EMEA and APAC regions; Manage the process for business unit invoices
Seniority
Mid-level, hands-on IC