At a Glance
- Tasks: Lead a team in crafting detailed proposals for institutional clients across Europe, the Middle East, and Africa.
- Company: Fisher Investments Europe, a client-focused investment firm with a collaborative culture.
- Benefits: Top-tier health coverage, generous leave, gym subsidies, and professional development opportunities.
- Other info: Join a supportive environment with ongoing training and career advancement opportunities.
- Why this job: Make a real impact in a dynamic role that drives growth and innovation in finance.
- Qualifications: 3+ years in proposal writing and 1+ year in people management required.
The predicted salary is between 35000 - 42500 £ per year.
The Opportunity: As a Request for Proposal (RFP) Team Leader at Fisher Investments Europe, you will play an essential role in Fisher Investments Institutional Group's (FIIG) sales and service efforts by overseeing a team responsible for completing nuanced and complex in-depth questionnaires (RFPs) for prospective and current institutional clients in Europe, the Middle East, and Africa. You will work with other teams including Relationship Managers (Sales, Service and Consultant), our Portfolio Management Group, our Responsible Investment & Engagement team, amongst others, to help create responses for our international institutional client base.
The Day-to-Day:
- Contribute to new business development efforts by reviewing RFPs for thoroughness and accuracy.
- Support new strategy development and global expansion initiatives with new content creation and new RFP responses.
- Coordinate long-term, impactful projects aimed at driving FIIG's organic growth in Europe, the Middle East, and Africa.
- Interact with members of senior leadership, FIIG's Sales and Service Relationship Managers, Research Analysts, Traders, and Legal and Compliance personnel.
- Oversee additional daily tasks of the RFP team, including maintaining external third-party databases (i.e. eVestment, Morningstar), completing team-level projects, completing client and consultant requests and providing ad-hoc support to our Sales and Service force.
- Support the RFP team from a human capital perspective, including career development, professional growth and goal completion.
Your Qualifications:
- 3+ years experience with proposal writing.
- 1+ year people management experience.
- Project management skills.
- Ability to interface with various levels of management within the Institutional group and the Company.
- Knowledge of capital markets, investment strategies, and the institutional landscape.
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.
It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
- 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents.
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays.
- Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees.
- $10,000* fertility, hormonal health and family-forming benefit.
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions.
- Gym subsidy of up to £50 per month.
- Employee Assistance Program and other emotional wellbeing services.
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events.
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Request for Proposal Team Leader employer: Fisher Investments
Fisher Investments Europe is an exceptional employer that prioritises employee wellbeing and professional growth, offering a comprehensive benefits package including 100% paid health premiums, generous annual leave, and a robust retirement plan. Our collaborative work culture fosters continuous learning and appreciation, making it an ideal environment for those looking to make a meaningful impact in the financial services sector while working alongside dedicated professionals in a dynamic setting.
StudySmarter Expert Advice🤫
We think this is how you could land Request for Proposal Team Leader
✨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 Fisher Investments. 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 Request for Proposal Team Leader
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 Fisher Investments.
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 Fisher Investments'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 Fisher Investments
✨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 Fisher Investments.
✨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 Fisher Investments 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 Fisher Investments 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.
