At a Glance
- Tasks: Create compelling RFPs and client reports while collaborating with sales and management teams.
- Company: Global asset manager with a strong international presence and commitment to client service.
- Benefits: Competitive salary, professional development opportunities, and a dynamic work environment.
- Other info: Fast-paced environment with opportunities for growth and innovation.
- Why this job: Join a high-impact role that combines writing, data analysis, and stakeholder engagement.
- Qualifications: Experience in RFP writing or client reporting within financial services and strong analytical skills.
The predicted salary is between 60000 - 80000 £ per year.
We are partnering with a global asset manager to appoint an RFP & Client Reporting Writer into its EMEA team. The firm has an established international footprint and is continuing to invest in its distribution and client servicing capabilities across institutional channels. This role sits within a core commercial function, supporting both new business acquisition and ongoing client engagement. This person will play a key role in producing high-quality, investment-led content and reporting that directly underpins fundraising, client retention, and consultant relationships. This opportunity would suit an experienced RFP professional looking to step into a broader, high-impact position, combining writing, data analysis, and stakeholder engagement within a fast-paced, globally connected environment.
The successful candidate will be involved in:
- Leading the end-to-end delivery of RFPs, RFIs and DDQs across multiple investment strategies
- Partnering closely with Sales and Relationship Management teams to support fundraising and pipeline development
- Translating complex investment information into clear, compelling messaging for institutional clients and consultants
- Producing regular and ad hoc client reports to support client reviews and ongoing engagement
- Extracting, analysing and validating data from internal systems to ensure accuracy and consistency across outputs
- Managing multiple concurrent projects across different regions and stakeholders
- Collaborating with Portfolio Managers, Product Specialists and Compliance teams to source and refine content
- Maintaining and enhancing centralised content libraries to improve efficiency and consistency
- Supporting consultant database updates and industry survey submissions to strengthen market visibility
- Leveraging technology and AI tools to improve content quality, efficiency and turnaround times
- Ensuring all materials meet regulatory requirements and internal governance standards
The ideal candidate should have:
- Experience in RFP, bid writing or client reporting within asset management or a related financial services environment
- Strong understanding of investment products across asset classes, ideally including ESG considerations
- Advanced written communication skills with the ability to produce clear, accurate and persuasive client materials
- Strong analytical capability, with confidence working with data and translating it into client-ready insights
- Experience using RFP platforms and tools (e.g. RocketDocs), alongside strong Excel and Word skills
- Ability to manage multiple deadlines and priorities in a fast-paced environment
- Strong stakeholder management skills and experience working cross-functionally
- High attention to detail and a structured, process-driven approach
- A proactive mindset with a focus on continuous improvement and delivering commercial outcomes
RFP & Reporting Writer employer: Bruin
As a global asset manager, we pride ourselves on being an excellent employer that fosters a dynamic and inclusive work culture. Our EMEA team offers unparalleled opportunities for professional growth, with a focus on collaboration and innovation in client servicing and distribution. Employees benefit from a supportive environment that encourages the use of cutting-edge technology and data analysis, ensuring that every team member can make a meaningful impact while advancing their career in a fast-paced, globally connected setting.
StudySmarter Expert Advice🤫
We think this is how you could land RFP & Reporting Writer
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bruin. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace RFP & Reporting Writer
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bruin.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bruin's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bruin
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bruin.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bruin will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bruin employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
