Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Coordinate RFP workflows and support team reporting for a global client services team.
- Company: Join a leading asset management firm known for its innovative approach and diverse investment solutions.
- Benefits: Enjoy flexible working options, professional development opportunities, and a vibrant company culture.
- Why this job: Be part of a dynamic team that impacts client relationships and enhances your skills in a fast-paced environment.
- Qualifications: Bachelor’s degree in Finance, Economics, or Business; 1-3 years experience in workflow management.
- Other info: Bilingual skills and proficiency in Salesforce are a plus!
The predicted salary is between 36000 - 60000 £ per year.
Overview of the Role
The RFP and Due Diligence (RFP/DDS) organization is responsible for completing over 6000 RFPs/DDQs on an annual basis and this role’s primary responsibility is to act as a liaison between the RFP/DDS team’s managers in managing workflow for the global team. In addition, this role will help support the on team reporting need which includes (but not limited to), weekly team pipeline, quarterly, semi-annual and annual team metrics that are shared with internal stakeholders. The individual in this role will also help support team initiatives alongside the Head of the team. This job interacts with RFP management, sales teams and subject matter experts across the business to ensure client and prospect requests are clear and serviced by the proper RFP/DDS channel.
Key Responsibilities and Duties
- Work closely with RFP/DDS managers in scoping and assigning requests that are received through our team’s workflow tool – Salesforce
- Schedule and host on-team asset class pod meetings to understand team’s capacity and areas of expertise
- Responsible for team’s quarterly/annual metric reporting
- Support special projects on an as needed basis assigned by the Head of RFP/DDS
- Develops and facilitates relationships with key business partners and stakeholders.
- Creates and distributes information on improving processes in proposal cycle to team and business partners
Technical Skills & Qualifications Required
- Experience in managing workflow in Salesforce or other technical workflow tool
- Bachelor’s degree, ideally gained in a related subject i.e. Finance, Economics, Business etc.
- Broad understanding of Asset Classes and products within Private and Public Markets
- Demonstrable product/investment knowledge
- Bilingual language skills advantageous
- Proficient in Microsoft Word, Excel, Project and PowerPoint and RFP databases
- Clear and concise verbal and written communication skills
- Ability to manage multiple projects while adhering to strict deadlines and producing quality work
- Experience operating within a large, matrixed asset management organization preferable
- Strong sales and client service orientation throughout the organization, from technical staff to executive leaders
- Ability to work with little supervision as well as ability to request supervision or assistance when necessary to meet deadlines.
Work Experience
- 1-3 years experience
Global Client Services, RFP Workflow Coordinator, Analyst, Based in London employer: TIAA
Contact Detail:
TIAA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Global Client Services, RFP Workflow Coordinator, Analyst, Based in London
✨Tip Number 1
Familiarise yourself with Salesforce, as it's a key tool for managing workflow in this role. Consider taking an online course or tutorial to enhance your skills and demonstrate your proficiency during the interview.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who work in RFP or client services roles. Attend relevant events or webinars to build connections that could provide insights or referrals.
✨Tip Number 3
Brush up on your knowledge of various asset classes and investment products. Being able to discuss these topics confidently will show your understanding of the industry and make you a more attractive candidate.
✨Tip Number 4
Prepare to discuss your experience in managing multiple projects and meeting deadlines. Use specific examples from your past roles to illustrate your ability to handle pressure and deliver quality work.
We think you need these skills to ace Global Client Services, RFP Workflow Coordinator, Analyst, Based in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing workflows, particularly with Salesforce or similar tools. Emphasise any roles where you've worked closely with teams to manage projects and deadlines.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the RFP Workflow Coordinator role specifically. Mention your understanding of asset classes and how your skills align with the responsibilities outlined in the job description.
Showcase Communication Skills: Since clear communication is key for this role, provide examples in your application that demonstrate your verbal and written communication skills. This could include experiences where you successfully liaised between teams or presented information to stakeholders.
Highlight Relevant Experience: If you have experience in a large, matrixed organisation, make sure to highlight this in your application. Discuss how you managed multiple projects and adhered to strict deadlines, as this will resonate well with the hiring team.
How to prepare for a job interview at TIAA
✨Know Your RFP Basics
Make sure you understand the fundamentals of RFPs and DDQs. Familiarise yourself with the process and terminology, as this will show your interviewer that you're serious about the role and have done your homework.
✨Demonstrate Your Technical Skills
Since experience with Salesforce and other workflow tools is crucial, be prepared to discuss your proficiency in these areas. Bring examples of how you've used such tools in past roles to manage workflows effectively.
✨Showcase Your Communication Skills
This role requires clear communication with various stakeholders. Prepare to give examples of how you've successfully communicated complex information in previous positions, both verbally and in writing.
✨Highlight Your Project Management Experience
Be ready to discuss your experience managing multiple projects under tight deadlines. Use specific examples to illustrate how you prioritised tasks and ensured quality work, which is essential for this position.
