At a Glance
- Tasks: Create high-quality responses for client investment queries and manage the response process.
- Company: Join Schroders, a global investment manager with over 200 years of experience.
- Benefits: Gain valuable experience in a dynamic environment with opportunities for professional growth.
- Other info: Embrace diversity and inclusion in a supportive workplace culture.
- Why this job: Make an impact by helping clients achieve their investment goals while collaborating with experts.
- Qualifications: Strong writing skills and understanding of investment products are essential.
The predicted salary is between 40000 - 50000 £ per year.
- Description
- Who we’re looking for
We are looking for a specialist writer for the Business Development Services Central team based in London.
You will have knowledge of investment products and produce high-quality and timely information for our clients about their investments.
About Schroders
We’re a global investment manager.
We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 5,000 people on six continents.
And we’ve been around for over 200 years, but keep adapting as society and technology changes.
What doesn’t change is our commitment to helping our clients, and society, prosper.
The team
The Business Development Services (BDS) function partners with colleagues across Client Group, Investment Product and other parts of Schroders to grow our client base and service existing investors/consultants.
BDS is comprised of several sub teams including the Central team, which is responsible for the completion of pre-sale tenders (RFPs) and post-sale servicing questionnaires (DDQs).
More broadly, BDS also includes regional teams mirroring the Central team’s function as well as a Consultant & RFP Data team that supports the Consultant channel by maintaining firm and product content on platforms.
What you’ll do
As a RFP/DDQ Specialist, you will apply your knowledge of investment products and Schroders' operations in delivering high-quality responses to clients' requests for information.
You will partner with client-facing and investment team members so that BDS can produce high quality materials effectively.
You will collaborate with specialists across the BDS team responding to DDQs and RFPs, ensuring that the function is working effectively as a team.
Key responsibilities
- Produce high quality responses to clients' request for information, working as a partner with senior client-facing and investment team members to achieve this.
- Project manage the response process end-to-end: from organising kick-off meetings to ensuring that a high-quality submission is provided to clients, to gathering feedback from clients for future submissions.
- Support team management with the workflow allocation for client requests, so that all requests are responded to on a timely and efficient basis.
- Proactively adopt AI tools in daily tasks and share insights to improve processes and outcomes.
- Provide support to colleagues completing DDQs and other client materials including RFPs, across the global team.
- Build relations with internal stakeholders to deepen knowledge of the products that you specialise in.
- Collaborate with content and data teams so that they can support the response to clients' request for information by maintaining relevant content and providing necessary quantitative information.
- Undertake peer reviews for other team members, ensuring submissions are to the high standard expected for our clients.
- Contribute to team and wider initiatives.
- Where appropriate attend Schroders and external events to further your client, industry and product knowledge.
- Collaborate with the content manager so that response to client requests can be published using the capabilities of our knowledge base.
- The knowledge, experience and qualifications you need
- Understanding of DDQs and/or RFPs within asset management.
- Strong writing skills, numeracy and literacy.
- Understanding of public markets (e. g. equity, fixed income, multi-asset and solutions) and private markets (e. g. private equity, real estate, infrastructure finance).
- Good communication and stakeholder engagement skills.
- Experience in Microsoft applications (Excel, Power Point, Word, Teams).
- The knowledge, experience and qualifications that will help
- Experience working with sales, investment and senior management colleagues.
- CFA, IMC or other industry qualifications.
- Language skills an advantage.
- Experience with Qvidian (or equivalent) for content.
- Experience with Salesforce (or equivalent) for CRM.
- Team player with the ability to use own initiative and who is a self-starter.
- We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management.
Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose.
This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer.
You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
RFP/DDQ Specialist (12 month Temp/Contractor)) in London employer: Schroders
Schroders is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront of our Asset Management team in London. We offer robust employee growth opportunities, competitive benefits, and a commitment to diversity of thought, ensuring that every voice is heard and valued. Join us to lead transformative architectural initiatives that drive measurable business value in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land RFP/DDQ Specialist (12 month Temp/Contractor)) in London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
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We think you need these skills to ace RFP/DDQ Specialist (12 month Temp/Contractor)) in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Schroders will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Schroders. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Schroders confidence in your short-term commitment to the role.
How to prepare for a job interview at Schroders
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Schroders.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Schroders that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
