Senior RFP Writer

Senior RFP Writer

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Senior RFP Writer (2017/200)

  • Posted 2 months ago
  • £70,000
  • London
  • Investment Writing
  • Closing Date November 30, 2017

Role summary:

  • Demonstrate an in-depth knowledge level in assigned area and primarily works independently to manage written client/intermediary requests for information, due diligence and new business requests, projects, ad hoc requests and recurring assignments, intermediaries, clients and prospects.
  • Responsible for creating an accurate presentation of investment strategies by gathering and developing written content and information to complete responses to requests for information (RFI), due diligence requests (DDQs) and requests for proposals (RFP).
  • Identify opportunities to improve content for use globally, streamline processes and may participate in and lead RFP and departmental projects.

 Primary responsibilities/essential functions:

  • Prepare and review responses to requests for information.
  • Independently coordinates and responds to complex RFIs, DDQs and RFP’s.
  • Independently creates and develops written content to describe investment philosophy and process across the company strategies and accountable for ensuring responses are accurate, timely and appropriate from a legal and compliance perspective.
  • Utilize internal databases of approved information and language and coordinates closely with the team’s global content manager to enhance and ensure optimal information for use across RFIs, DDQs and RFPs.
  • Monitor in-coming requests and is proactive in responding to requests, assigning work and problem solving more complex issues as needed.
  • Partner with less experienced associates to review in-coming requests and requirements, coordinating feedback and input from various departments and providing leadership and direction on various aspects of their written responses.
  • Build and foster relationships internally to ensure consistent external responses and messaging.
  • Coordinate and facilitate RFP kick-off calls to review request requirements and understand client needs.
  • Partner with Sales teams to formalize strategy on response to complex requests.
  • Partner with internal groups to gather information for responses and accurately reflect processes and information requests.
  • Keep abreast of internal product launches and strategy developments.
  • Assess impact to content to ensure it is accurately written and information is consistently represented.
  • Collaborate with project teams, investment specialists and other internal associates on new product initiatives and ad-hoc inquiries to develop content for use in RFIs and RFPs.
  • Interpret information and statistical data.
  • Gather complex statistical data and information relating to investment strategies from databases and internal systems.
  • Interpret investment related information/statistics, analysing data and trends that impact responses and work to improve responses as a result.
  • Utilize experience and knowledge to determine and validate how to best respond to complex client requests based on questions asked and available data compiled from approved internal sources and shares with team members.
  • Identify and offer recommendations for resolution of data discrepancies.
  • Ensure consistency with consultant/third party database information, and provide expertise as needed.
  • Record and analyse information related to requests for workload tracking and metrics reporting.
  • Stay abreast of industry best practices and due diligence/RFP trends.
  • Provide recommendations for process improvement based on analysis of practices and trends.
  • Effectively prioritize client/intermediary requests to ensure timely responses based on the relationship and the type of inquiry.
  • Lead and/or participate in team projects.
  • Coordinate, participate in, or act as the subject matter expert for team projects, or cross functional projects that may be part of a broader initiative.
  • Research, gather data, prepare project materials and presents project information.
  • Provide leadership/direction to the team.
  • Provide direction and feedback to other associates and assist them in completing their assignments. May review RFIs/RFPs for others on the team, as needed.
  • Serve as a positive role model and mentor for other associates.
  • Serve as the subject matter expert to the business for RFI/RFP/DDQ related information.
  • Participate in the training of other associates and identify training needs. Recommend enhancements to training plans.
  • Collaborate with manager to recommend departmental improvements.
  • Coordinate the prioritisation and identification of process improvement opportunities.

Business & Technical Skills:

  • Demonstrate an in-depth knowledge of investment strategies and general portfolio statistics and ability to analyse data and information.
  • Demonstrate in-depth knowledge of industry tools and applications
  • Demonstrate ability to lead and manage projects within the team.
  • Demonstrate proven numerical ability and experience with quantitative submissions.
  • Demonstrate strong computer skills (Word, PowerPoint and Excel).
  • Demonstrate a high level of intellectual curiosity and analytical skills particularly in areas of complexity.
  • Demonstrate excellent writing skills and command of grammar.
  • Demonstrate strong attention to detail and organizational skills and ability to work independently and as part of a team.
  • Display critical thinking and problem solving skills in areas of complexity.
  • Exhibit knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area.
  • Demonstrate the ability to identify, assess, respond to and escalate risk or potential risk encountered through day-to-day activities.
  • Demonstrate strong attention to detail and organizational skills as well as ability to work independently and as part of a team.
  • Demonstrate ability to balance periods of high work volumes with high degree of accuracy.

 

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