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RFP/RFI - Associate - Investment Management - London

E Financial Careers UK
London, United Kingdom
Competitive Salary
Closing date
Jan 15, 2022

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Job Role
Contract Type
Full Time
Level of qualification
Newly qualified, Qualified, CIMA
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Role Description

  • To help pull together and produce high-quality requests for information (RFIs) and due diligence questionnaires (DDQs), (within Qvidian), for prospective clients and ongoing clients of the firm.
  • Feed into and help with the smooth running of RFP process from inception through to delivery ensuring initiatives deadlines are met.
  • Use and support the maintenance of content on the RFP/RFI content database with all new or improved content
  • Ad hoc requests on the team from a data perspective.
  • Responsibility for ensuring accuracy and integrity of information presented on t databases, including working with business development teams to ensure appropriate products and content are consistently and accurately represented
  • Following and adhering to compliance proceedures, getting the relevant approval before submission to clients.
  • Production of MI for reporting purposes.

Specilist Knowledge

  • Some experience within RFP, RFI or DDQ within an investment firm.
  • Some understanding of investment products
  • Familiarity with investment management operations and back-office systems
  • Strong communication and organisational skills
  • Commitment to quality and attention to detail
  • Ability to work to deadlines and under pressure, ability to multi-task
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