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- Tasks: Join our team to manage and respond to RFPs and DDQs while collaborating with various departments.
- Company: Be part of a dynamic asset management firm focused on delivering high-quality client services.
- Benefits: Enjoy opportunities for professional growth, training sessions, and a collaborative work environment.
- Why this job: This role offers hands-on experience in financial services and the chance to improve processes.
- Qualifications: You need at least two years in RFP management or client services, plus strong organizational skills.
- Other info: Familiarity with Salesforce is a plus; we value proactive problem solvers ready to learn.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Responsibilities:
- Collaborate with the client services and RFP team to manage and respond to Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs).
- Conduct comprehensive client reporting and ensure timely delivery of high-quality materials.
- Work closely with sales and investment teams to gather necessary information and insights for RFP responses.
- Maintain and update the RFP library and assist in the development of standardized responses.
- Engage with various internal stakeholders to ensure accurate and relevant information is included in proposals.
- Identify opportunities for process improvements and contribute to the optimization of RFP workflows.
- Participate in training sessions and onboarding processes for new team members.
Requirements:
- Minimum of two years of experience in RFP management or client services within the asset management or financial services industry.
- Strong understanding of asset management concepts and the RFP process.
- Excellent attention to detail and organisational skills, with the ability to manage multiple projects simultaneously.
- Proficient in Microsoft Excel and PowerPoint; familiarity with Salesforce is a plus.
- Strong communication skills, both written and verbal, with the ability to engage effectively with internal teams and clients.
- A proactive approach to problem-solving and a willingness to learn and adapt in a fast-paced environment.
- Ability to work independently while also being a collaborative team player.
RFP Associate employer: Logan Sinclair
Contact Detail:
Logan Sinclair Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RFP Associate
✨Tip Number 1
Familiarize yourself with the RFP process and asset management concepts. Understanding the nuances of these areas will help you engage more effectively with internal teams and clients during the interview.
✨Tip Number 2
Showcase your organizational skills by preparing examples of how you've managed multiple projects simultaneously in the past. This will demonstrate your ability to handle the demands of the role.
✨Tip Number 3
Highlight your proficiency in Microsoft Excel and PowerPoint, as well as any experience with Salesforce. Being able to discuss specific tools and how you've used them can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your proactive problem-solving approach. Think of examples where you've identified opportunities for process improvements, as this aligns with the responsibilities of the position.
We think you need these skills to ace RFP Associate
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the RFP Associate position. Make sure you understand the responsibilities and requirements, as this will help you tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in RFP management or client services, particularly within the asset management or financial services industry. Use specific examples to demonstrate your skills and achievements.
Showcase Your Skills: Make sure to mention your proficiency in Microsoft Excel and PowerPoint, as well as any familiarity with Salesforce. Highlight your attention to detail, organizational skills, and ability to manage multiple projects simultaneously.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also reflects your proactive approach to problem-solving and your willingness to learn. Engage the reader by explaining why you are excited about the opportunity to work with their team.
How to prepare for a job interview at Logan Sinclair
✨Showcase Your RFP Experience
Be prepared to discuss your previous experience in RFP management or client services. Highlight specific projects where you successfully managed proposals and how you collaborated with different teams.
✨Demonstrate Attention to Detail
Since the role requires excellent attention to detail, be ready to provide examples of how you've ensured accuracy in your work. Mention any processes you implemented to maintain high-quality standards in your deliverables.
✨Familiarize Yourself with Asset Management Concepts
Brush up on key asset management concepts and the RFP process before the interview. This will help you engage in meaningful discussions and show that you understand the industry.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company's RFP workflows and team dynamics. This shows your interest in the role and helps you assess if the company is the right fit for you.
