Investment Management

RFP Executive

£52k - £55k per annum

City of London, London

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About the role:

Key Objectives:

  • You will produce high quality RFP and pitch proposals, ensuring the way we communicate our proposition is first class and bespoke to each bid
  • Evolve and rework our database of responses to maintain relevancy and quality of output
  • Work closely with subject matter experts across the business to gather data and technical content, communicating this in an efficient and clear way in our bid materials
  • Engage multiple stakeholders to create a winning strategy

What you’ll do:

  • You will build and articulate the company process to assist new business and client service teams to win and retain clients
  • Define, scope out and monitor projects to include outputs, timescales, resources and methodology
  • Own RFP content quality, running complex projects individually as well as balancing priorities within a busy team.
  • Creation of professional written material to include responses, database stock response upgrades, presentation material and case studies
  • Liaison with subject matter experts within advice and investment management unit to ensure complex technical content is communicated effectively
  • Review content/activities/progress continuously, ensuring deadlines are met consistently throughout tender processes
  • If required, undertake necessary intervention or escalation to ensure project is delivered
  • Working with designers to ensure finished look and feel matches high quality copy
  • Development of thought leadership, and any other ad-hoc communications as required

What you’ll bring to the role:

  • A degree (or equivalent) relevant to a role in financial services and the desire to quickly learn more of the RFP and Marketing process or you may have experience within asset management / fiduciary management and RFPs and are looking to build further on this

A very high standard of written and spoken English, with excellent attention to detail

  • Understanding of the nuances in writing across multiple materials, long and short form
  • Strong communicator, with the ability to manage multiple internal and external stakeholders in order to guarantee content production follows and meets the timescales within an agreed workflow

This role offers a very flexible hybrid working model.

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Sounds good?

Does this role sound like the right for for you? Apply using the form and one of the Goodman Masson team members will get back to you as soon as possible. Good luck!

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