Associate Director, RFP Writer in London

Associate Director, RFP Writer in London

London Full-Time 43200 - 72000 £ / year (est.) On-site
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At a Glance

  • Tasks: Craft compelling RFPs and DDQs to support business growth in a dynamic investment firm.
  • Company: Join Cambridge Associates, a leading global investment firm with a collaborative culture.
  • Benefits: Competitive salary, professional development, and opportunities for career advancement.
  • Other info: Be part of a diverse team with excellent growth opportunities and a commitment to client success.
  • Why this job: Make a real impact by driving business development in a fast-paced environment.
  • Qualifications: Strong writing skills and understanding of investments, especially private markets.

The predicted salary is between 43200 - 72000 £ per year.

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.

Cambridge Associates is seeking an Associate Director, RFP Writer, to join our London office and support our International Client Directors across EMEA and APAC. Reporting to the Client Solutions Operations Director (London-based), the RFP Writer will play a pivotal role in driving business development by preparing compelling, accurate, and timely responses to requests for proposals (RFPs) and related documents across multiple jurisdictions. As Cambridge Associates continues to expand, this role will be integral to supporting Client Directors throughout the end-to-end RFP and Due Diligence Questionnaire (DDQ) processes in EMEA and APAC, contributing directly to the firm's growth.

You will be responsible for coordinating, drafting, and delivering responses to RFPs, DDQs, and other external client requests, ensuring that all materials accurately and positively represent the firm's investment solutions and services to both prospective and existing clients. The ideal candidate will demonstrate a strong commitment to delivering an exceptional client experience, possess a commercial mindset, and excel in written communication and collaborative problem-solving. A solid understanding of investments—particularly private markets—and broad industry experience are highly desirable. Strong teamwork and collaboration skills are essential.

KEY RESPONSIBILITIES

  • RFP Management: Partner with the Head of EMEA and APAC GCS Operations to oversee regional RFP and proposal responses from inception to submission, including project planning, strategy development, and content drafting, ensuring quality standards and deadlines are met.
  • Coordinate with internal stakeholders (investment professionals, research, legal, compliance, operations) to gather information required for RFP responses.
  • Collaborate with the Head of EMEA and APAC GCS Operations and Client Directors to drive a scalable, repeatable RFP process, including knowledge database management, message development, data collection, content synthesis, timeline management, approvals, and reporting.
  • Leverage deep knowledge of private markets to prepare high-quality RFP and DDQ responses that showcase the firm's investment strategies and capabilities.
  • Demonstrate subject matter expertise in private markets through clear, accurate, and persuasive written communication.

DDQ Management:

  • Manage the DDQ process, ensuring timely and accurate completion of client due diligence requests.
  • Work with subject matter experts to gather information for DDQ responses.
  • Maintain up-to-date knowledge of industry standards and client requirements related to due diligence.

Process Improvement:

  • In partnership with the Head of EMEA and APAC GCS Operations, review and enhance RFP and DDQ processes to improve efficiency and response quality.
  • Implement best practices and tools to optimize RFP and DDQ workflows.
  • Conduct RFP win/loss analysis, gather client feedback, and identify opportunities to improve client targeting and win rates.
  • Continuously assess and recommend technology enhancements.

Additional Responsibilities:

  • Maintain data integrity within the CRM (Dynamics) system, including ongoing updates to client and prospect contact information.
  • Conduct initial client screening to assess professional investor suitability, including completion of client classification forms.
  • Collaborate with Client Directors and the onboarding team to ensure successful onboarding of new clients.
  • Assist in planning and executing client events (e.g., roundtables, lunches), including support for client outreach.
  • Support the creation of pitchbooks and marketing materials, as needed.

QUALIFICATIONS

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Experience in investment management, with a focus on RFP and DDQ processes for institutional clients, is preferred. Experience in marketing operations or managing large, diverse operational functions will also be considered.
  • Understanding of various asset classes, investment strategies, and financial markets.
  • Proven track record in project management and working across cross-functional teams.
  • Excellent written and verbal communication skills.
  • Detail-oriented, with a strong commitment to accuracy and quality in client deliverables.
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
  • Ideally, experience with AI-enabled software to optimize the RFP process and content creation.

Employees of Cambridge Associates Ltd. or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates Ltd. or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above. The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

Associate Director, RFP Writer in London employer: Cambridge Associates

Cambridge Associates is an exceptional employer, offering a dynamic work environment that fosters collaboration and professional growth. With a commitment to employee development, the firm provides comprehensive training programmes and opportunities to engage in impactful projects within the investment operations sector. Located in Boston, employees benefit from a vibrant city atmosphere while being part of a global team dedicated to delivering excellence in investment management.

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Contact Details:

Cambridge Associates Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Associate Director, RFP Writer in London

✨Get Involved in Finance Communities

Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Cambridge Associates, who often scout for talent at such events.

✨Utilise Networking Platforms

Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Cambridge Associates.

✨Show Off Your Financial Skills

Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Cambridge Associates.

✨Engage with Recruitment Events

Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Cambridge Associates, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!

We think you need these skills to ace Associate Director, RFP Writer in London

RFP Management
Due Diligence Questionnaire (DDQ) Management
Project Management
Written Communication
Collaboration Skills
Private Markets Knowledge
Client Relationship Management

Some tips for your application 🫡

Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Cambridge Associates want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!

Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Cambridge Associates.

Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Cambridge Associates will be keen to see that passion and how you keep up with industry news and developments.

Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Cambridge Associates. Numbers speak louder than words!

How to prepare for a job interview at Cambridge Associates

✨Brush Up on Financial Modelling

For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.

✨Know Your Investment Strategies

Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.

✨Show Your Analytical Skills

Since this is a full-time role, companies like Cambridge Associates want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.

✨Discuss Your Long-Term Career Goals

As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withCambridge Associates.