At a Glance
- Tasks: Craft tailored responses to RFPs and DDQs while collaborating across teams.
- Company: Global asset manager with a strong reputation and £20Bn AUM.
- Benefits: Hybrid work model, competitive salary, and opportunities for career advancement.
- Other info: Potential to transition into sales and grow your career.
- Why this job: Join a dynamic team and make an impact in the asset management industry.
- Qualifications: 3+ years in RFP writing or related experience; excellent writing and analytical skills.
The predicted salary is between 45000 - 55000 £ per year.
My client is a global asset manager with circa £20Bn AUM. They are now seeking an RFP Associate to join their team based in London. This role will be office-based for four days per week with one day from home.
The RFP Associate is predominantly responsible for the due diligence questionnaires and queries received from retail intermediaries, institutional clients, and others, as well as for online DDQ portals, such as AssetQ, DDHub, Door and others, with the aim to facilitate retail new business wins and existing client retention.
The RFP Associate proactively works with retail sales, marketing, operations, business development, investment teams and others around the business to write high quality, tailored responses to information requests and detailed due diligence questionnaires. This involves writing new content as well as using existing material.
The RFP Associate also provides support, as needed, on new business RFPs, and ensures standard RFPs are produced in a timely manner. In addition, the RFP Associate may be required to support proactive business development activity, including prospect research, outbound calls to prospective and existing adviser firms, qualifying opportunities, arranging meetings for Business Development Managers, and maintaining accurate CRM records.
In the medium to long term, there would be an opportunity to transfer into the sales team.
My client is looking for someone with at least 3 years experience with the following skill set:
- Experience in RFP/DDQ writing or related experience in the asset management industry. Experience with online DDQ portals, such as AssetQ and Door would be an advantage.
- Excellent writing skills. Strong attention to detail in terms of spelling, grammar and formatting. Producing attractive, accurate and detailed documents is key.
- Strong analytical skills and product knowledge. Ability to understand and describe operational aspects, investment processes and firm information in detail.
- IMC or comparable qualification, or willing to study towards.
- Strong organisational skills. Ability to co-ordinate work across several departments, work to tight deadlines, prioritise competing tasks and work on own initiative.
- Thorough understanding of institutional and advisory markets and distribution channels.
- Excellent interpersonal skills and stakeholder management.
RFP Associate employer: Goodman Masson
Goodman Masson is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Payroll Manager in London, you will benefit from a competitive salary and bonus structure, alongside ample opportunities for professional growth within a thriving restaurant business that values its employees and encourages career advancement through its ongoing expansion.
StudySmarter Expert Advice🤫
We think this is how you could land RFP Associate
✨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 Goodman Masson. 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 Associate
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 Goodman Masson.
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 Goodman Masson'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 Goodman Masson
✨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 Goodman Masson.
✨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 Goodman Masson 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 Goodman Masson 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.
