RFP Associate

The Value of Active Minds About CCLA

CCLA is a specialist investment manager with a long and distinctive heritage in responsible investment. We manage investments for charities, religious organisations and the public sector, helping our clients achieve their financial objectives while using the power of investment to drive positive change. In February 2026, CCLA became part of Jupiter Asset Management, bringing together two active investment managers with a shared focus on delivering strong outcomes for clients. CCLA retains its distinctive brand, investment philosophy, client service model and mission-driven approach, while benefiting from the broader investment capabilities, resources and infrastructure of the Jupiter Group. Our people are central to our success. We want to attract, develop and retain talented people who share our commitment to clients and our belief in responsible investment. We value different perspectives and are committed to creating an inclusive environment where people can contribute, develop and do meaningful work. CCLA is based in Victoria, London. We operate a hybrid working model, with colleagues typically spending three days each week in the office and up to two days working remotely. This gives our people flexibility while maintaining the collaboration, connection and shared sense of purpose that come from working together in person.

Background

This role supports CCLA to grow its business through new prospects and client retention. As an RFP Associate, you will write high-quality, tailored responses to information requests, RFPs and due diligence questionnaires, using both new content and existing materials. You will also produce presentation materials including pitch packs. The ability to write elegantly and thoughtfully is essential in this role. You will be required to interpret complex investment content for different audiences – in RFPs and presentational materials. Understanding the firm's products, investment strategies, and operational processes will be crucial. You will be working in a fast-paced and deadline-driven environment, which requires the ability to handle multiple projects simultaneously. The overall goal of the Business Development Support team is to be responsive, accurate, and expedient to ensure a high calibre of service to clients, prospects and internal stakeholders. The team works closely with multiple internal departments to help achieve the goals of the business.

Key Responsibilities

• Respond to requests for information (RFIs), formal tenders (RFPs), surveys and due diligence questionnaires (DDQs) in a timely manner and to a high standard.
• Reading clients’ requirements carefully, researching the trustees, the organisation’s website and so on will form part of delivering high-quality responses.
• Produce and maintain standard documentation for prospective clients such as quarterly standard RFIs and updating presentation packs (including data sourcing and maintenance).
• Support the creation of presentations and related materials for pitches and client review meetings, including taking ownership for the updating of client specific slides.
• Maintain accuracy of grammar, spelling, and punctuation and format text, pictures, graphics, etc. for aesthetics, quality, and adherence to brand guidelines.
• Ensure all documents and presentations receive appropriate sign-offs prior to issuance.
• Actively help manage the team’s workflow and ensure the pipeline of ongoing RFPs/DDQs is accurately updated and maintained.
• Maintenance of the content library, Qvidian, on an ongoing basis.
• Update databases (such as Door Funds and AssetQ), maintain the data library and manage data-related tasks supporting the business development process.
• Respond to ad-hoc enquiries received from intermediaries, clients, prospects and Client Services team.
• Undertake initial calls/enquiry calls with prospective clients and intermediaries.
• Proactively engage with all parties including internal teams (e.g. fund management, operations, compliance, legal and client service) to fulfil duties.
• Use client queries and sales feedback to innovate and improve the team’s output.
• Ongoing maintenance of the team’s documented processes and procedures.
• Escalate issues, where appropriate, to the Head of Business Development.

Desired Skills / Experience

• 5-10 years of RFP writing experience in asset management.
• Strong investment related technical knowledge will be exceptionally beneficial.
• Writing compelling RFP response documents, including cover letters and executive summaries, ensuring that appropriate reviews and approvals are secured by set deadlines.
• Excellent communication skills allowing for collaborating with subject matter experts (SMEs) to address key questions and articulate our value proposition.
• Ability to collaborate effectively with SMEs ensuring information is reviewed and updated in our responses library.
• Strong IT skills, intermediate or advanced, Word, Excel and PowerPoint are essential.
• Excellent written and verbal English communication skills.
• Proficiency in RFP response software (e.g. Qvidian).
• Excellent attention to detail ensuring written documents and presentations follow brand style and tone guidelines.
• Must be a team player and work collaboratively.
• Self-review and self-discipline to continually seek improvements in the written content and presentation of materials.
• Must have strong project management skills and adhere to tight deadlines.

Additional Role Details

This role is subject to the Conduct Rules set by the FCA.

At Jupiter we are dedicated to building a diverse and inclusive workplace.

We take pride in creating a diverse, equitable and inclusive environment where everyone is welcome and their contributions are valued. We are keen to hire, train and retain people of the highest quality who share our values and passion. We are committed to being an inclusive employer regardless of race, religion, gender identity, sexual orientation, national origin, age, socioeconomic status, medical condition or disability, or any other protected status.

Company Culture

From the moment staff are inducted into the organisation, an enormous effort is made to ensure they feel valued, safe, involved in the day-to-day running and development of the business, and know that they will be treated fairly. Our staff turnover is low, so recruitment opportunities are infrequent.

Thank you for your interest in career opportunities at CCLA. CCLA Investment Management Limited is part of the Jupiter Group.

Image courtesy of Koestler Arts

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