RFP Executive

RFP Executive

Full-Time 40000 - 50000 £ / year (est.) No home office possible
Jupiter Asset Mgmt

At a Glance

  • Tasks: Complete RFPs, RFIs, and DDQs while collaborating on exciting projects.
  • Company: Join Jupiter, a leading investment management company with a vibrant culture.
  • Benefits: Enjoy hybrid working, competitive salary, and a healthy work-life balance.
  • Other info: Dynamic team environment with opportunities for personal and professional growth.
  • Why this job: Make a real impact in investment management while developing your skills.
  • Qualifications: 3-5 years in an RFP role and strong written English skills required.

The predicted salary is between 40000 - 50000 £ per year.

Jupiter is one of the UK’s leading investment management companies with just under 500 employees and £54 billion worth of assets under management (as at 31st December 2025). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC.

The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground’s Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.

We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance.

Forming part of the RFP Team, as an RFP Executive based in London, you will be responsible for completing all Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) across all distribution channels and geographies. Additionally, you will be involved with ongoing projects as part of team and firm wide initiatives.

Key Responsibilities
  • Ensure that all RFI, RFP and DDQ requests are completed to a high standard, are accurate and meet all agreed deadlines.
  • Develop and maintain an understanding of Jupiter’s investment capabilities, its infrastructure and the markets.
  • Liaise with key stakeholders around the company to provide high quality, tailored responses.
  • Motivated to get involved with wider company projects to support efficiencies within the team.
  • Contribute to continual population and development of the proposals database, refreshing and improving responses on an ongoing basis.
  • Project based input to Consultant Databases, working with Consultant Database Manager to ensure highest quality completion rates.
Desired Skills / Experience
  • Strong understanding/previous experience of the Institutional Market - 3-5 years’ experience working in an RFP role within Investment Management.
  • Excellent written English.
  • Effective time management and ability to multi-task working to tight internal and external deadlines.
  • Good understanding of investment management.
  • Experience of Responsive Content Management Tool (or similar).
  • Previous experience in consultant databases would be an advantage.
  • Strong windows applications, particularly Word and Excel, as well as online portals.
  • Strong interpersonal skills and proven ability to develop a strong internal network.
  • Self-motivated and conscientious, detailed approach to work.
  • Process improvement mindset.
  • Data handling.
Additional Role Details

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

Our high-conviction investment approach is fundamental to the way we think, and the way we work. We all understand how we can positively impact our clients. We are team players and success is only possible if we work together.

We respect and celebrate different perspectives, and experiences. We are tenacious and create an environment where everyone can do meaningful work for clients, for our business, and for the world around us.

We are agile, brave, and work fast. We take accountability and always look for ways to drive greater value for our clients. That means continuously improving and seeking to innovate. We embrace change and challenge convention.

We are proud of our journey so far and continually try to find better ways to work and share lessons learnt so that we can be even stronger tomorrow.

At Jupiter, we unlock your potential so our clients can achieve theirs.

RFP Executive employer: Jupiter Asset Mgmt

Jupiter is an exceptional employer, offering a vibrant work culture that prioritises employee well-being and professional growth. Located in the heart of London, our office is designed to promote an active lifestyle, featuring ample natural light, recreational facilities, and proximity to green spaces. With a flexible hybrid working model and a commitment to continuous improvement, we empower our employees to thrive both personally and professionally while contributing to meaningful projects in the investment management sector.
Jupiter Asset Mgmt

Contact Detail:

Jupiter Asset Mgmt Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land RFP Executive

✨Tip Number 1

Network like a pro! Reach out to current or former employees at Jupiter through LinkedIn. A friendly chat can give you insider info and might even lead to a referral, which is always a bonus!

✨Tip Number 2

Prepare for the interview by knowing your stuff! Dive deep into Jupiter’s investment strategies and recent projects. Showing that you’re clued up will impress the hiring team and show your genuine interest.

✨Tip Number 3

Practice makes perfect! Get a mate to do mock interviews with you. Focus on articulating your experience in RFPs and how it aligns with what Jupiter is looking for. Confidence is key!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at Jupiter.

We think you need these skills to ace RFP Executive

RFP Management
Request for Information (RFI)
Due Diligence Questionnaires (DDQ)
Institutional Market Knowledge
Time Management
Multi-tasking
Investment Management Understanding
Responsive Content Management Tool Experience
Consultant Databases Experience
Microsoft Word
Microsoft Excel
Interpersonal Skills
Attention to Detail
Process Improvement Mindset
Data Handling

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the RFP Executive role. Highlight your experience in investment management and any relevant skills that match the job description. We want to see how you fit into our team!

Show Off Your Writing Skills: Since this role requires excellent written English, take the time to proofread your application. Clear, concise, and error-free writing will make a great impression on us. Remember, we value attention to detail!

Be Specific About Your Experience: When discussing your previous roles, be specific about your achievements in RFPs, RFIs, and DDQs. Use examples that demonstrate your understanding of the institutional market and your ability to meet tight deadlines.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at Jupiter!

How to prepare for a job interview at Jupiter Asset Mgmt

✨Know Your RFPs Inside Out

Before the interview, make sure you understand the RFP process thoroughly. Familiarise yourself with the types of proposals you'll be handling at Jupiter and be ready to discuss your previous experiences in similar roles. This will show that you're not just interested in the job, but that you have the expertise to excel in it.

✨Showcase Your Time Management Skills

Given the tight deadlines mentioned in the job description, be prepared to share specific examples of how you've successfully managed multiple projects simultaneously. Highlight any tools or techniques you use to stay organised and efficient, as this will demonstrate your ability to thrive in a fast-paced environment.

✨Engage with Stakeholders

Since liaising with key stakeholders is crucial for this role, think of instances where you've effectively communicated with different teams or departments. Be ready to discuss how you built those relationships and how they contributed to successful project outcomes. This will illustrate your interpersonal skills and collaborative spirit.

✨Emphasise Your Process Improvement Mindset

Jupiter values innovation and efficiency, so come prepared with ideas on how you could improve existing processes within the RFP team. Share any past experiences where you've implemented changes that led to better results. This will show that you're proactive and committed to continuous improvement.

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