RFP Marketing Analyst

RFP Marketing Analyst

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Collaborate with teams to create compelling marketing materials and respond to RFPs.
  • Company: Join Loomis Sayles, a leading asset management firm with a global presence since 1926.
  • Benefits: Enjoy a culture of entrepreneurialism, remote work options, and opportunities for personal development.
  • Why this job: Be part of a dynamic team that values creativity and offers a chance to impact investment strategies.
  • Qualifications: 3+ years in RFP writing; familiarity with investment products and ESG content preferred.
  • Other info: Diversity and inclusion are core values; all backgrounds are encouraged to apply.

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

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $390 billion in assets under management (as of 31 March 2025) for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas.

As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

About the Role

The Marketing Analyst role will provide you with the opportunity to collaborate with many of the departments across the firm and develop knowledge of both equity and fixed income investment offerings. The analyst will partner with investment teams to ensure consistent and concise messaging depicting Loomis Sayles’ products and capabilities to help drive new business across new and/or cross-selling opportunities. This position will be based in our London UK office and work directly with the RFP team located in Boston, MA.

About the Team

Loomis’ Global RFP Content and Development team currently has 14 members located in the US, primarily in the firm’s Boston office, as well as one Senior Marketing Analyst in our London office. Team members partner with subject matter experts across the firm to develop responses to and complete complex and highly customized new business proposals and requests for information for prospects, consultants and clients. The team covers all product offerings, vehicle types, and asset classes offered by the firm, both domestic and global.

Job Responsibilities
  • Partner and build relationships with Strategic Marketing, Legal & Compliance, Client Intake, ESG team, Sales, Operations, Consultant Relations, Risk, & Client Service to deliver marketing material in compliance with Loomis Sayles’ standards.
  • Support institutional sales & consultant relations professionals by completing complex and highly customized RFPs, RFIs, consultant questionnaires, and ad-hoc requests for the firm's Fixed Income and Equity products in a fast-paced environment.
  • Use multiple LS proprietary technology tools and resources to complete requests for information.
  • Collaborate with personnel at Loomis’ parent company Natixis, to respond to domestic and offshore requests.
  • Support Client Service teams by assisting with existing client questionnaires.
  • Work with Legal and Compliance to ensure that RFP and RFI responses are legally compliant.
  • Use project management skills to juggle multiple, highly visible assignments simultaneously.
Qualifications & Education Requirements
  • 3+ years of experience writing RFPs and/or preparing marketing materials for Fixed Income and Equity investment products within an investment management firm.
  • Familiarity with institutional channels/investors (public funds, corporate, endowments and foundations, insurance, defined contribution, sub-advisory, registered investment advisors and institutional intermediaries).
  • Experience working on ESG related investment management content.
  • A bachelor’s degree and significant work experience and progress toward an MBA and or the CFA a plus.
  • Ability to independently respond to complex RFPs/RFIs, coordinate the process, and effectively interact with all departments in the firm to produce customized proposals for large mandates.
  • Ability to work in a demanding, fast-paced environment, demonstrating flexibility, project management, organizational and multi-tasking skills.
  • Strong writing and verbal communication skills.
EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

RFP Marketing Analyst employer: Loomis, Sayles & Company

Loomis Sayles is an exceptional employer that champions a culture of entrepreneurialism and inclusivity, empowering employees to develop their skills and ideas in a collaborative environment. Based in London, the RFP Marketing Analyst role offers unique opportunities for professional growth through partnerships with diverse teams across the globe, while contributing to impactful investment strategies that drive success for clients worldwide.
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Contact Detail:

Loomis, Sayles & Company Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land RFP Marketing Analyst

✨Tip Number 1

Familiarise yourself with Loomis Sayles' investment products and their unique selling points. Understanding the nuances of both equity and fixed income offerings will help you engage more effectively with the team and demonstrate your knowledge during interviews.

✨Tip Number 2

Network with current or former employees of Loomis Sayles, especially those in marketing or RFP roles. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying.

✨Tip Number 3

Brush up on your project management skills, as this role requires juggling multiple assignments. Consider using tools like Trello or Asana to showcase your ability to manage tasks efficiently, which can be a talking point in your discussions with the hiring team.

✨Tip Number 4

Stay updated on ESG trends and regulations, as this is a key area for the role. Being able to discuss recent developments in ESG investing will show your commitment to the field and your readiness to contribute to the team’s objectives.

We think you need these skills to ace RFP Marketing Analyst

RFP Writing
Marketing Material Preparation
Investment Management Knowledge
Fixed Income and Equity Products Expertise
Project Management Skills
Strong Verbal Communication
Strong Written Communication
Ability to Work in Fast-Paced Environment
Collaboration Skills
Attention to Detail
Familiarity with Institutional Investors
ESG Content Development
Legal and Compliance Awareness
Multi-tasking Abilities

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in writing RFPs and preparing marketing materials for investment products. Use specific examples that demonstrate your familiarity with institutional channels and ESG-related content.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with Loomis Sayles' IDEALS and how you can contribute to their success. Be sure to include any relevant project management experience.

Showcase Your Writing Skills: Since strong writing is crucial for this role, consider including a writing sample or summarising a complex RFP you’ve worked on. This will give them a taste of your ability to communicate effectively and concisely.

Highlight Collaboration Experience: Emphasise your ability to work with various departments and stakeholders. Provide examples of past collaborations that led to successful outcomes, showcasing your teamwork and relationship-building skills.

How to prepare for a job interview at Loomis, Sayles & Company

✨Understand the Company Culture

Before your interview, take some time to research Loomis Sayles' culture and values. Familiarise yourself with their IDEALS framework, as demonstrating alignment with these values can set you apart from other candidates.

✨Showcase Your RFP Experience

Be prepared to discuss your previous experience with RFPs and marketing materials in detail. Highlight specific examples where you successfully collaborated with different departments to produce high-quality proposals.

✨Demonstrate Project Management Skills

Since the role requires juggling multiple assignments, be ready to share examples of how you've effectively managed projects in a fast-paced environment. Discuss your organisational strategies and how you prioritise tasks.

✨Prepare for Technical Questions

Familiarise yourself with the proprietary technology tools mentioned in the job description. Be ready to discuss how you would use these tools to complete requests efficiently, as this will show your readiness to hit the ground running.

RFP Marketing Analyst
Loomis, Sayles & Company
Location: London
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