- Collaborate with sales, portfolio management teams, client servicing, marketing, compliance and other departments to create high-quality, client-centric RFPs, RFIs, DDQs, Surveys and various questionnaires.
- Update the standard RFPs.
- Assist in managing the RFP workflow tracker and Salesforce.
- Coordinate with internal stakeholders and perform regular checks to ensure accuracy and relevancy of RFP database (RocketDocs) data.
- Stay informed about corporate and product updates and develop consistent content for team use.
- Participate in assigned projects and handle any other necessary tasks as requested.
- At least 3-5 years of experience in a similar role within investment management.
- Proficiency in RFP databases, preferably RocketDocs.
- Ability to analyze large datasets effectively.
- Understanding of financial markets and proven RFP experience across various distribution channels.
- Excellent verbal and written communication skills.
- Effective stakeholder and project management abilities.
- Strong writing and editing proficiencies.
- Capability to work cooperatively within a team.
- Demonstrated commitment to meeting deadlines.
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Finance Manager FTC
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RFP Executive, Asset Management, FTC - London, United Kingdom - eFinancialCareers
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