RFP Executive - Asset Management

Meredith Brown Associates
Closing date
5 Jul 2021

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Contract Type

Job Details

Role & Responsibilities
  • Assist in the sales process by developing, maintaining and distributing clear, accurate, consistent and persuasive firm and product information for use in formal institutional and retail business proposals
  • Primary responsibilities include the completion of requests for proposals and requests for information for institutional and retail clients to tight deadlines, managing information on consultant databases
  • Assisting the sales and investment teams and other members of the RFP team with any requests for information they have.
  • Demonstrate strong writing ability to draft any new content required.
  • Work with product managers, investment managers and other content owners/ SMEs to ensure accurate, consistent and compelling content
  • Develop the RFP team's profile with the investment, product management and sales teams; build relationships and develop strong knowledge of products and marketing and sales initiatives.
  • Participate proactively in team projects and initiatives.

Background & Experience
  • Financial, English or History based Degree together with relevant industry experience
  • Keen to study towards or hold the IMC Qualification
  • Advanced MS Excel, Word, and PowerPoint skills
  • Ability to work in a fast paced environment and complete tasks that have high visibility
  • Complete work in a timely manner, often with the constraints of deadlines
  • Strong attention to detail, flexible with the ability to multi-task
  • Strong written and verbal communication skills
  • Demonstrated initiative in problem solving and successful project management
  • Takes ownership and responsibility for tasks
  • A passion for learning, professional growth and knowledge sharing
  • A desire to be part of an entrepreneurial, fast-paced and fun team environment

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted

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