RFP Writer, Asset Management

RFP Writer, Asset Management

Full-Time 45000 - 55000 £ / year (est.) On-site
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At a Glance

  • Tasks: Join our RFP team to create impactful proposals for asset management clients.
  • Company: Northern Trust, a global leader in wealth management and asset servicing.
  • Benefits: Flexible work culture, career growth, and community involvement opportunities.
  • Other info: Collaborative team atmosphere with a commitment to inclusivity and community service.
  • Why this job: Make a difference in asset management while developing your skills in a dynamic environment.
  • Qualifications: Over two years of RFP experience in asset management and strong analytical skills.

The predicted salary is between 45000 - 55000 £ per year.

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.

About Northern Trust Asset Management

Northern Trust Asset Management (NTAM) is a global Investment Manager with $1.1 Trillion Assets Under Management, is a top 20 global asset manager, top 10 largest factor investor globally and the 12th largest ETF provider. We believe investing ultimately serves a greater purpose and should be done intentionally and efficiently by people who are passionate, astute and tenacious problem solvers with the understanding that all investing involves risk and is best accomplished by using an empirically based process.

At Northern Trust Asset Management, we understand that investing ultimately serves a greater purpose. That is why our philosophy is rooted in the fundamental belief that investors should get compensated for the risks they take – in all market environments and in any investment strategy.

At the heart of our philosophy is how we think about, view and analyse risk. As risk-aware investors, we take risk intentionally, to achieve investors’ desired outcomes and minimise unintended consequences.

In EMEA, Northern Trust Asset Management serves professional investors offers a wide range of investment management capabilities, across active and passive, equities, fixed income and cash management. This includes quant active, sustainable investing, multi-asset, liquidity focused solutions as well as more traditional index management. Capabilities are available through both pooled funds and segregated accounts, with a focus on designing investment strategies to meet the specific needs of investors. NTAM manages the largest European ESG fund and 5/10 largest ESG index funds globally.

The Role

We have an exciting opportunity for a candidate to join the Northern Trust Asset Management (NTAM) International RFP team based in Canary Wharf, London. The International RFP team is responsible for the completion of RFPs, Due Diligence Questionnaires and other questionnaires or databases for investment consultants, prospects and clients as part of the new business process and client support for the EMEA and APAC regions.

The successful candidate will have over two years of Asset Management RFP experience, be highly motivated and able to demonstrate initiative, exceptional time management and organisational skills. With a desire to develop your career within Asset Management, this role would be particularly suited to an individual with previous RFP experience. Demonstrating an exceptional work ethic, the successful candidate will liaise closely with multiple departments and stakeholders throughout Northern Trust to co-ordinate and project manage requests whilst developing a thorough knowledge of the company’s products, strategies, structure and unique selling points to add value to the RFP delivery process.

The key responsibilities of the role include:

  • Follow our established RFP processes to complete high calibre standard and non-standard RFPs, RFIs, Consultant Questionnaires and potentially DDQs.
  • Adding value to the RFP process using an understanding of regional/local client/prospect investment and regulatory requirements and completing the task within the stated timeframe.
  • Create robust audit trails for reviewed content by Subject Matter Experts and critically review standard content for optimum quality.
  • Work on multiple deadlines concurrently.
  • Maintain and analyse metrics.
  • Maintain the Qvidian database for the EMEA and APAC regions with an understanding of regional requirements and ability to use a critical eye to ensure quality is maintained and content stays fresh in a timely manner if and when required.
  • Maintain Consultant Databases if and when required.
  • Manage the process for business unit invoices.
  • Assist RFP Manager and wider team with general ad-hoc requests.

Skills/Qualifications:

The successful candidate need over two years Asset Management RFP experience and will benefit from having:

  • A strong interest in general asset management topics.
  • Analytical skills, strong attention to detail and accuracy.
  • Excellent written and verbal communication/presentation skills.
  • Proficiency with statistical information and ability to interpret financial data.
  • Ability to demonstrate a sense of urgency and initiative when responding to short deadlines.
  • Good interpersonal skills, with a professional demeanour and a team player approach.
  • Excellent organisation skills, able to manage multiple tasks at once.

Work Authorization

Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment. Please note that Northern Trust is unable to provide visa sponsorship for this role.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

Summary

Location: London, United Kingdom

Type: Full time

RFP Writer, Asset Management employer: Northern Trust

Northern Trust is an exceptional employer, offering a flexible and collaborative work culture that prioritises employee growth and inclusivity. With over 135 years of financial expertise, employees are encouraged to develop their careers while contributing to meaningful philanthropic efforts in the community. The company's commitment to service, integrity, and expertise ensures that partners thrive in a supportive environment, making it an ideal place for those seeking a rewarding career in securities finance.

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Contact Details:

Northern Trust Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land RFP Writer, Asset Management

✨Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

✨Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Northern Trust. You never know who might be your next boss or a crucial contact!

✨Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Northern Trust.

✨Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Northern Trust. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace RFP Writer, Asset Management

RFP Experience
Asset Management Knowledge
Analytical Skills
Attention to Detail
Written Communication Skills
Verbal Communication Skills
Time Management

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Northern Trust and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Northern Trust how you can be a team player!

How to prepare for a job interview at Northern Trust

✨Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

✨Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Northern Trust.

✨Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

✨Connect with Company Goals

Familiarise yourself with Northern Trust's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!