At a Glance
- Tasks: Craft compelling investment narratives and respond to client requests with precision.
- Company: Join a diverse and inclusive team at Capital Group, where your uniqueness is celebrated.
- Benefits: Enjoy competitive salary, bonuses, generous time-off, and professional development resources.
- Other info: Flexible work options and a culture that values integrity and community.
- Why this job: Make an impact in the finance world while being your authentic self.
- Qualifications: 5+ years in RFP preparation; strong communication and project management skills.
The predicted salary is between 56700 - 69300 £ per year.
“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
“I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
“I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options. Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love. Access on-demand professional development resources that allow you to hone existing skills and learn new ones.
Position Overview: The Senior RFP Writer is part of the RFP team within Capital Group (CG) Global Client Services (GCS) organisation. The Senior RFP Writer drives new business growth and retention of CG’s existing clients by completing RFPs, DDQs and RFIs on CG’s organisation and investment strategies requested by the Europe and Asia clients and prospects.
Primary responsibilities:
- Demonstrates in-depth knowledge levels of CG products, processes and teams and works independently to deliver high-quality complex RFPs, DDQs, and RFIs.
- Leads the end-to-end coordination process, ensuring responses are accurate, timely, and compliant with both internal standards and external requirements.
- Coordinates and leads kick-off calls to review request requirements and to gain a deeper understanding of the client’s needs.
- Partners with Sales teams and other internal groups (Product, ESG, Operations, Risk, Compliance) to craft compelling written content that articulates our investment philosophy and process across CG strategies and capabilities.
- Builds a strong relationship with the assigned regional Sales team(s) coverage to gain a deeper understanding of the client base, enabling the tailoring of narratives to the specific client/prospect.
- Leverages our internal content database (Qvidian) and proactively identifies opportunities to improve content, partnering with Content Managers to create and develop written content.
- Partners with Specialists and key stakeholders to develop responses for new products and capabilities, helping establish best practices and sharing knowledge with the team.
- Responds proactively to ad-hoc requests, demonstrating agility and responsiveness in a fast-paced environment.
- Leads, participates in, or acts as the subject matter expert for team projects, and collaborates with Managers/Specialists/Project Analysts to recommend improvements.
- Serves as a positive role model for the onshore and offshore team. Accountable for mentoring teammates by partnering to support their requests, applying experience in impactful peer reviews, and being available for guidance.
- Timely updates Qvidian request logs and the Service Now portal to ensure accurate reporting of the team’s deliverables.
Key competencies:
- Strong written and verbal communication across diverse teams.
- Strong ability to collaborate and develop/maintain effective working relationships within the organisation at all levels.
- Effective in leading/facilitating a variety of meetings.
- Demonstrates strong client focus and commercial awareness, acting as a strategic partner to the Client Group to drive product awareness and asset growth.
- Proactively and consistently identifies, assesses, responds to, and escalates risks encountered in daily activities.
- Demonstrates intellectual curiosity, good judgement, situational adaptability and keen analytical skills in areas of high complexity and ambiguity.
- In-depth understanding of investment strategies and portfolio statistics.
- Strong numerical and quantitative analysis skills, with the ability to analyse data and information.
- Proficient in Word, PowerPoint, and Excel.
- Strong project management skills – ability to organise and prioritise multiple deadlines and bring others into the process when necessary.
- Ability to balance multiple stakeholders, negotiate skillfully, work together to agreed solution in time pressured environment.
- Demonstrates strong attention to detail and organisational skills with the ability to manage high work volumes across multiple assignments accurately, both independently and as part of a team.
- Knowledgeable about current and emerging policies, practices, trends, and technologies relevant to the business, and proactively shares knowledge with the team.
- Shows curiosity and openness with emerging technologies and data-enabled tools, including responsible use of AI-assisted drafting where approved, to enhance efficiency and consistency, while continuing to build fluency in systems and processes that support the RFP function.
Preferred Qualifications:
- Minimum of 5 years’ experience in RFP/DDQ response preparation within asset management or financial services.
- Experience with active ETFs, Solutions and/or private markets is desirable but not essential.
- Proficiency in an additional language (other than English) would be advantageous but is not a requirement for the role.
“I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
Investment Information Writer Senior - 20189181 in London employer: Capital Group
Capital Group is an excellent employer, offering a dynamic work environment in London where innovation thrives. Employees benefit from a competitive salary, comprehensive benefits, and ample opportunities for professional growth, all while collaborating with talented teams on cutting-edge AI-driven projects. The company's commitment to employee development and a supportive culture makes it a rewarding place to build a career.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Information Writer Senior - 20189181 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 Capital Group, 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 Capital Group.
✨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 Capital Group.
✨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 Capital Group, 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 Investment Information Writer Senior - 20189181 in London
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 Capital Group 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 Capital Group.
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 Capital Group 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 Capital Group. Numbers speak louder than words!
How to prepare for a job interview at Capital Group
✨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 Capital Group 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 withCapital Group.