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For Companies At a Glance
- Tasks: Lead RFP processes and build relationships with stakeholders in a dynamic asset management environment.
- Company: Join a top boutique asset manager known for its successful active funds.
- Benefits: Enjoy a collaborative culture and the opportunity to manage client relationships.
- Why this job: This role offers a chance to impact investment strategies while developing your financial expertise.
- Qualifications: Proven RFP experience in asset management, strong communication skills, and attention to detail required.
- Other info: Ideal for self-starters passionate about finance and looking to grow in a fast-paced setting.
The predicted salary is between 72000 - 108000 £ per year.
Job Description
Our client is a leading boutique asset manager with a range of successful active funds. They are seeking to hire a Head of RFP for their London office.
Key responsibilities include:
- improving RFP processes
- completing institutional and wholesale RFPs, RFIs and DDQs from clients and prospects to a very high standard
- building strong relationships with internal and external stakeholders in order to assess the suitability of RFP and RFI opportunities
- tracking and measuring RFP progress
- developing a strong understanding of the company's fund range and investment capabilities and ensuring consultant databases are updated
There is also scope to help manage some institutional client relationships.
The successful candidate will be a self-starter, possess proven RFP experience gained in institutional asset management, a good understanding of Qvidian and eVestment, an interest in financial markets and investing, strong written and verbal communication skills, excellent attention to detail and the ability to prioritise and meet deadlines in a pressurised environment.
Head of RFP - Boutique Asset Manager employer: Stephen Bell Associates Ltd
Contact Detail:
Stephen Bell Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of RFP - Boutique Asset Manager
✨Tip Number 1
Familiarize yourself with the specific RFP processes used in boutique asset management. Understanding the nuances of how these firms operate can give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who have experience with RFPs. Building relationships can provide you with insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on the latest trends in financial markets and investment strategies. This knowledge will not only help you in discussions but also demonstrate your genuine interest in the field.
✨Tip Number 4
Practice your communication skills, both written and verbal. Being able to articulate complex ideas clearly and effectively is crucial for the Head of RFP role.
We think you need these skills to ace Head of RFP - Boutique Asset Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities of the Head of RFP position. Highlight your relevant experience in improving RFP processes and completing institutional and wholesale RFPs.
Tailor Your CV: Customize your CV to reflect your proven RFP experience in institutional asset management. Emphasize your familiarity with tools like Qvidian and eVestment, as well as your strong communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interest in financial markets and investing. Discuss how your background aligns with the company's needs and how you can contribute to building strong relationships with stakeholders.
Proofread and Edit: Before submitting your application, carefully proofread all documents. Ensure there are no grammatical errors and that your attention to detail is evident, as this is crucial for the role.
How to prepare for a job interview at Stephen Bell Associates Ltd
✨Showcase Your RFP Expertise
Be prepared to discuss your previous experience with RFP processes in detail. Highlight specific examples where you improved RFP outcomes or streamlined processes, as this will demonstrate your capability to excel in the role.
✨Understand the Company’s Funds
Research the boutique asset manager's fund range and investment strategies thoroughly. Being able to speak knowledgeably about their offerings will show your genuine interest and help you build rapport during the interview.
✨Demonstrate Strong Communication Skills
Since the role requires excellent written and verbal communication, practice articulating your thoughts clearly. You might be asked to present a sample RFP or explain your approach to stakeholder engagement, so be ready to showcase these skills.
✨Prepare for Pressure Scenarios
Given the fast-paced nature of the role, think of examples from your past where you successfully managed tight deadlines or high-pressure situations. This will illustrate your ability to prioritize tasks effectively and maintain attention to detail under stress.
