At a Glance
- Tasks: Support the creation of high-quality RFPs and collaborate with global teams.
- Company: Join a leading asset management firm with a focus on innovation.
- Benefits: Enjoy flexible working, healthcare, generous leave, and development opportunities.
- Other info: Great career progression potential to RFP Analyst or Senior Analyst roles.
- Why this job: Gain valuable experience in investment products and enhance your project coordination skills.
- Qualifications: Ideal for those with writing skills and a passion for finance or business.
The predicted salary is between 30000 - 40000 £ per year.
Job Description
The Associate Analyst, RFP supports the development and delivery of high-quality Request for Proposal (RFP), Request for Information (RFI), and Due Diligence Questionnaire (DDQ) responses.
This role partners closely with senior RFP team members, product teams, sales, and subject matter experts (SMEs) across regions to coordinate content, ensure accuracy, and meet tight deadlines.
It provides strong exposure to global investment products and institutional client requirements while supporting a cross-regional operating model.
Responsibilities
- RFP/RFI/DDQ Support
- Assist in drafting and editing responses for RFPs, RFIs, and DDQs across asset classes, including equities, fixed income, and multi‑asset.
- Customize standard content to align with client requirements, regional nuances, and mandate specifics.
- Ensure responses are clear, accurate, and consistent with firm messaging.
- Cross‑Regional Support
- Collaborate with RFP teams across regions, including US, EMEA, and APAC, to support global opportunities and workload balancing.
- Adapt content to reflect regional regulatory, client, and product considerations.
- Build familiarity with regional templates, preferences, and stakeholder expectations.
- Support follow‑the‑sun workflow coordination when needed to meet tight global deadlines.
- Content Management
- Maintain and update the RFP content database, ensuring materials reflect current product, performance, and firm information across regions.
- Identify gaps or outdated content and elevate them to senior team members for enhancement.
- Project Coordination
- Support the end‑to‑end RFP process, including timeline management, document tracking, and internal follow‑ups.
- Coordinate with SMEs across product, legal, compliance, and marketing to gather required inputs.
- Help ensure deadlines are met and deliverables are complete, particularly on multi‑region opportunities.
- Quality Control
- Review responses for consistency, grammar, formatting, and adherence to brand standards.
- Cross‑check data points, including AUM and performance figures, for accuracy across regional materials.
- Stakeholder Collaboration
- Work closely with Sales, Product, and senior RFP team members across regions to understand win themes and positioning.
- Build relationships with global stakeholders to improve turnaround time and response quality.
- Process Improvement
- Identify opportunities to streamline workflows, improve content reuse, and enhance efficiency across regional teams.
- Support initiatives related to RFP tools, knowledge sharing, and AI integration.
Qualifications
- Experience in asset management, financial services, or a related field (internship experience acceptable)
- Ability to manage multiple deadlines in a fast‑paced, global environment
- Proven writing, editing, and proofreading skills
- High attention to detail and strong organizational skills
- Proficiency in Microsoft Office (Word, Excel, Power Point); experience with RFP tools is a plus
- Bachelor’s degree (Finance, Business, Economics, Communications, or related field preferred)
- Clear and concise written communication
- Time management and prioritization
- Collaboration across teams and regions
- Adaptability in a fast‑paced, global environment
- Willingness to learn investment products and regional market nuances
Benefits
- Company‑provided healthcare
- A competitive annual leave allowance
- Flexible working options, including hybrid working arrangements
- Generous pension provisions
- Income protection
- Health and wellness benefits
- Volunteering days
- Enhanced parental leave
- Life insurance
- Development Opportunities
- Gain exposure to global investment strategies and institutional client needs
- Develop cross‑regional collaboration skills and stakeholder management experience
- Build expertise in RFP writing, project coordination, and content strategy
- Opportunity to progress to RFP Analyst / Senior Analyst roles with increased ownership and regional coverage
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StudySmarter Expert Advice🤫
We think this is how you could land Associate Analyst, RFP
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like 3000 Invesco UK Limited.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to 3000 Invesco UK Limited's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Associate Analyst, RFP
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at 3000 Invesco UK Limited
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
