RFP Manager

Key Responsibilities

Responding to Requests for Proposals, Requests for Information, due diligence questionnaires, consultant (non-database) requests and surveys, for Fidelitys UK and EMEA business channels, by:

• Collaboratively working with colleagues including team members in the RFP team
  • Developing a strong knowledge of the key institutional products and mandates
  • Proactively organising workload to meet client and internal deadlines.
  • Confidently liaising with the investment product teams and sales relationship teams to determine the requirements, allocate responsibilities and project manage the entire RFP completion process
  • Crafting a high quality document using the RFP database to source standard answers, working on new responses from product specialists and subject experts and tailoring all the parts to the particular proposal requirements
  • Working within compliance guidelines to ensure compliance with regulatory and GIPS requirements
  

Experience and Qualifications Required

• Minimum 3-5 years RFP experience within an asset management company
  • Understanding of open and closed-end funds and strategies
  • Exceptional attention to detail
  • Undergraduate degree
  • IMC/CFA or similar
  • Advanced Word and Excel and Powerpoint skills
  • Fast thinking, excellent communication skills
  • Ability to work under pressure