Investment Management - RFP Writer - Associate to Senior Associate
Investment Management - RFP Writer - Associate to Senior Associate

Investment Management - RFP Writer - Associate to Senior Associate

London Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
5

At a Glance

  • Tasks: Manage and complete RFPs, RFIs, and DDQs while collaborating with investment teams.
  • Company: Join Morgan Stanley, a leading global financial services firm with a commitment to excellence.
  • Benefits: Enjoy flexible working arrangements and a supportive, inclusive environment.
  • Why this job: Be part of a fast-paced team that values diverse perspectives and offers growth opportunities.
  • Qualifications: Experience in RFP writing and knowledge of the investment management industry is preferred.
  • Other info: Opportunity to work independently while contributing to a collaborative team.

The predicted salary is between 36000 - 60000 ÂŁ per year.

Investment Management – RFP Writer – Associate to Senior Associate

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Locations: London, United Kingdom

Time Type: Full time

Posted on: Posted Yesterday

Job Requisition ID: JR004283

Investment Management – RFP Writer – Associate to Senior Associate

London

The BDS (“Business Development Services”) team which is part of MSIM’s Distribution team supports investment teams, consultant relations, institutional and intermediary new business acquisition efforts. The RFP Writer is responsible for the project management and completions of RFPs, RFIs and DDQs; collaborating with investment teams, sales and various stakeholders throughout the business to manage their execution. This includes creating compelling strategic value propositions, writing new content, and editing existing responses to tailor them for individual prospects. The RFP Writer is responsible for maintaining stock language in our database (Loopio). BDS members work in a fast-paced collaborative team environment.

The successful candidate has experience in or knowledge of the investment management industry. Experience with RFP writing and sophisticated investment industry knowledge is desired.

What will you be doing?

  • Completion of RFPs/RFIs/DDQs utilising best practice.
  • Specialise in an asset class/strategies.
  • Maintenance of the strategy section of RFP database (Loopio), as assigned, to ensure all information is refreshed regularly.
  • Contribution towards on-going efficiency and quality improvement.
  • Perform related duties as assigned.

What we’re looking for:

  • RFP writing experience within the asset management industry.
  • Superior writing, editing and proofreading skills.
  • Ability to focus on small details while maintaining larger picture.
  • Ability to think and write from a prospect’s perspective.
  • Ability to build strong, trusted relationships with sales, investment professionals and SMEs.
  • Ability to work independently but also function as a key contributor in a collaborative team.
  • Ability to manage multiple tasks simultaneously and deliver outstanding work products under tight deadlines.
  • Strong organisational and analytical skills.
  • Excellent verbal and written communication and interpersonal skills.

Desirable:

IMC

What You Can Expect From Morgan Stanley:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration.

Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement:
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences.

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Investment Management - RFP Writer - Associate to Senior Associate employer: 574 Morgan Stanley Employment Services UK Ltd.

Morgan Stanley is an exceptional employer, offering a dynamic and collaborative work environment in the heart of London. With a strong commitment to employee growth, diversity, and inclusion, we provide ample opportunities for professional development while fostering a culture that values innovative ideas and teamwork. Our flexible working arrangements empower you to balance your career with personal commitments, making Morgan Stanley a rewarding place to build your career in investment management.
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Contact Detail:

574 Morgan Stanley Employment Services UK Ltd. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Management - RFP Writer - Associate to Senior Associate

✨Tip Number 1

Familiarize yourself with the investment management industry and current market trends. This knowledge will help you craft compelling RFPs that resonate with potential clients and demonstrate your understanding of their needs.

✨Tip Number 2

Network with professionals in the investment management field, especially those involved in RFP writing or business development. Building relationships can provide insights into best practices and may lead to referrals or recommendations.

✨Tip Number 3

Practice your writing skills by creating sample RFP responses based on hypothetical scenarios. This will not only improve your writing but also prepare you for the types of questions and challenges you might face in the role.

✨Tip Number 4

Stay organized and develop a system for managing multiple RFPs simultaneously. Use tools like project management software to track deadlines and ensure that you deliver high-quality work on time.

We think you need these skills to ace Investment Management - RFP Writer - Associate to Senior Associate

RFP Writing Experience
Investment Management Knowledge
Superior Writing Skills
Editing and Proofreading Skills
Attention to Detail
Strategic Thinking
Relationship Building
Collaboration Skills
Project Management
Organizational Skills
Analytical Skills
Ability to Work Under Tight Deadlines
Excellent Verbal Communication
Interpersonal Skills
Familiarity with Loopio

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the RFP Writer position. Understand the key responsibilities and required skills, especially focusing on RFP writing experience and knowledge of the investment management industry.

Tailor Your Application: Customize your CV and cover letter to highlight your relevant experience in RFP writing and investment management. Use specific examples that demonstrate your superior writing, editing, and proofreading skills.

Showcase Collaboration Skills: Emphasize your ability to work collaboratively with various stakeholders. Mention any past experiences where you successfully managed projects or worked in a team environment, as this is crucial for the role.

Proofread Your Documents: Before submitting your application, carefully proofread your CV and cover letter. Ensure there are no grammatical errors and that your documents reflect the attention to detail that the role requires.

How to prepare for a job interview at 574 Morgan Stanley Employment Services UK Ltd.

✨Showcase Your RFP Writing Skills

Be prepared to discuss your previous experience with RFP writing in detail. Highlight specific examples where your contributions led to successful outcomes, and be ready to demonstrate your ability to create compelling value propositions.

✨Understand the Investment Management Landscape

Familiarize yourself with current trends and challenges in the investment management industry. This knowledge will help you engage in meaningful conversations and show that you can think from a prospect's perspective.

✨Emphasize Collaboration and Relationship Building

Since the role involves working closely with various stakeholders, share examples of how you've successfully collaborated in a team environment. Highlight your ability to build strong relationships with sales and investment professionals.

✨Demonstrate Strong Organizational Skills

Prepare to discuss how you manage multiple tasks and deadlines effectively. Provide examples of how you've maintained quality and efficiency in your work, especially under tight timelines.

Investment Management - RFP Writer - Associate to Senior Associate
574 Morgan Stanley Employment Services UK Ltd.
5
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