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We are partnering with a global asset management firm to appoint an experienced RFP Specialist on a day-rate contract basis. This role will support a busy proposal function responsible for delivering high-quality responses to institutional clients across a broad range of investment capabilities.

This is a hands-on role focused on the end-to-end delivery of RFPs, RFIs and other client questionnaires. Working closely with sales, product and investment teams, you will be responsible for producing accurate, compelling and client-ready submissions that support business development activity across both public and private markets.

The opportunity would suit an experienced asset management RFP professional who can quickly integrate into a fast-paced environment, manage multiple deadlines and deliver high-quality work with minimal supervision.

The successful candidate will be involved in:

• Managing the full lifecycle of RFP projects from receipt through to final submission
• Writing, editing and coordinating responses to RFPs, RFIs and due diligence requests
• Working closely with sales, product and subject matter experts to gather and validate content
• Facilitating proposal discussions to ensure submissions are aligned with business objectives and client requirements
• Customising investment and product messaging for institutional audiences across multiple asset classes
• Reviewing and proofreading proposal content to ensure accuracy, consistency and quality
• Coordinating stakeholders across different teams and time zones to meet tight deadlines
• Maintaining and enhancing proposal database content to improve future response efficiency
• Supporting continuous improvements to proposal processes, content management and workflow practices
• Producing high-quality supporting documentation and client-facing materials as required

The ideal candidate should have:

• Proven RFP writing experience within asset management
• Understanding of institutional client requirements across public and private markets
• Knowledge of a broad range of asset classes and investment products
• Excellent writing, editing and proofreading skills
• Strong project management capabilities with the ability to handle multiple competing deadlines
• Experience working with proposal management systems and content databases
• Advanced Microsoft Office skills, particularly Word, Excel and PowerPoint
• Strong stakeholder management skills and experience working across investment, product and distribution teams
• A highly organised and detail-oriented approach to delivering client-facing materials
• Ability to operate effectively within a large, matrixed organisation
• Degree educated, ideally in Finance, Economics, Business or a related field
• Additional European language skills would be advantageous

To find out more about this role, please apply here or email Chris at christopher.rolfe@bruinfinancial.com.

Contact information

Christopher Rolfe