RFP Specialist


Asset Management

London, West End

Perm | Full time 

Salary | 50-60k


RFP Specialist


The RFP Specialist will work as part of a niche client relations team. As our business becomes more institutional, an increasing percentage of our new business depends on succeeding at the first and second rounds of a selection process based upon formal RFP and / or RFI completion. You will play a key role in developing and enhancing our RFP preparation skills.
  •  Studying and reviewing new Requests for Proposal (RFPs) and RFIs in detail
  • Analysing and determining the best approach to and strategy for each RFP, in conjunction with relevant Sales, Portfolio Management and Product Specialist colleagues
  • Gather proposal information – identify sources of information and internal response requirements
  • Allocate effectively and in a timely way all responses requiring input from other colleagues or teams
  • Work clearly and cohesively with other business areas to collate and edit the required material on a timely basis – including Product Control, Fund Accounting, RMPA, Portfolio Managers, Product Specialists and Sales
  • Establish priorities and target dates for information gathering, writing, review, and approval; enter and monitor tracking data; coordinate requirements with contributors; provide proposal status information to Sales
  • Draft proposal and populate draft answers to questions for review by Manager and by relevant Portfolio Managers, Product Specialist and Sales colleagues
  • Edit the RFP as appropriate to reflect input from relevant colleagues at each stage
  • Establish and maintain current best-in-class response templates for frequent questions and information to the extent possible
  • Maintain proposal support database(s), including Qvidian
  • Aim to achieve excellence in proposal-writing standards – including relevance and resonance, readability, completeness, consistency, accuracy and tone
  • Ensure accurate, thorough and tracked review of each RFP prior to submission by Client Service, relevant PM team, Sales and Compliance
  • Improve proposal-writing performance by evaluating and re-designing processes, approach, and best-in-class responses
  • Update job knowledge and skills by participating in educational opportunities and learning from other colleagues and teams on an ongoing basis


Skills & Qualifications
  • Organised and with strong attention to detail
  • Strong writing skills, with ability to craft clear and resonant language
  • Strong ability to manage to deadlines and to prioritise workflo
  •  Team-player with ability to communicate clearly and to motivate involvement from colleagues and other business areas
  • Strong Excel, Word and Powerpoint skills
  • A strong knowledge of financial products and markets
  • Experience in a similar role at a major asset management firm would be a strong positive
  • Experience in credit markets would be a positive
  • Degree level,
  • CFA not required but would be a positive RFP Specialist


For more information please contact harry.ford@eximius.com or T: +44 (0)207 648 6966

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