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DDQ & RFI specialist (RFP team)-investment management

  • Location:


  • Sector :

    Financial Services, Funds/Asset Management

  • Job type:


  • Salary :

    £45000 - £65000 per annum + bonus,bens

  • Contact :

    Emma Jerome

  • Email :

  • Salary high:


  • Salary low:


  • Job ref :


  • Published :

    etwa 1 Jahr

  • Expiry date:


  • Consultant:



BASED LONDON (office and home working)

£45000 - £65000 (dependent on experience) + bonus, bens

Excellent newly created opportunity to join a successful and growing global investment management firm. You will play a key role in managing high quality DDQs, RFIs and consultant requests primarily for existing clients as part of the wider RFP team.

You'll need some current/recent experience working in the asset management sector, ideally to include experience in any of the following areas DDQs, RFPs, sales support, client reporting, client services etc, with an interest in working in an RFP team

You will act as project manager for each submission for DDQs, RFIs etc and will be responsible for the following;

· Use and support the maintenance of content on the RFP content database with all new or improved content

· Effective management of established process from inception through to delivery, pre-meets, allocation and follow-through of resources, effective draft management and workflow

· Take responsibility for individual product and/or business areas including maintaining content and acting as the RFP Team subject matter expert (SME) for assigned areas

· Support RFP Team peers and broader Marketing Team initiatives and projects

· Responsibility for ensuring accuracy and integrity of information presented on consultant databases, including working with business development teams to ensure appropriate products and content are consistently and accurately represented in line with strategic priorities

Experience required

  • Experience in the investment management sector (ideally including fixed income) to include experience in any of the following areas; DDQs, client reporting, RFPs, sales support, client services etc
  • Comfortable working with data and good Excel skills
  • Experience using Rocketdocs would be an advantage
  • Good organisational and project management skills
  • Strong written communication skills
  • Strong relationship building skills

Please send your cv to Emma Jerome via the link provided

The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.