RFP Lead, London - eFinancialCareers - eFinancialCareers : Job Details

Responsibilities:

• Lead RFP team across UK and US operations, delivering timely and high-quality responses to RFPs, RFIs, DDQs and surveys covering the firm's investment capabilities
• Oversee team development and response delivery for institutional clients, platform distributors and wholesale clients across various investment strategies
• Work with investment managers and boutique teams to build and maintain comprehensive RFP databases, ensuring current data and market intelligence
• Partner with functional teams to develop database of high-quality answers that are regularly reviewed and validated by subject matter experts
• Create strategy for RFP data management, integrating with broader corporate data initiatives to maximise accuracy and efficiency
• Drive growth of institutional and wholesale sales by collaborating closely with stakeholders and developing institutional-grade content
• Deliver technical expertise demonstrating understanding of client decision-making, non-investment requirements, and strategic objectives
• Oversee team workflow and quarterly production of marketing materials including AUM data, organisation charts, headcount summaries and employee profiles
• Lead operational and transformation projects through cross-functional collaboration to deliver client-focused improvements
• Advance use of automation tools and AI technology to enhance efficiency and streamline processes

• Experience managing RFP teams and operations within asset management or institutional investment firms
• Understanding of institutional client channels, platform relationships, and distributor networks
• Background in RFP database management and content creation across investment capabilities
• Knowledge of regulatory requirements and compliance standards for institutional documentation
• Strong analytical skills with ability to synthesise information from multiple sources for executive reporting
• People management experience with track record of creating positive team culture and delivering results
• Excellent stakeholder management and communication abilities, skilled at explaining complex topics to diverse audiences
• Experience with automation technologies and process improvement initiatives
• Self-motivated with strong attention to detail and high ethical standards
• Deep industry knowledge and understanding of competitive market dynamics
• Collaborative approach with ability to balance different perspectives and promote unified objectives