Investment Management Client Team RFP Specialist

Date Posted: 09/09/2022

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The Role

We have an opportunity for an RFP Specialist to join our Client team in our London office, working closely with our European team as well. The Client team is central to the functioning of our business; in summary, the team is responsible for growing and maintaining Record’s client base and this role is of primary support to those leading our new business development and existing client relationships.

The successful candidate will be required to support and facilitate the work given by the Client Team Directors, which will involve servicing clients, prospects and consultant’s needs.  The team role involves initial drafting of RFP’s for prospective clients, preparation of investment data, compiling presentations and following up actions for clients and prospects as well as managing projects where required.

You will need to be ready to quickly build up a broad understanding of our business through intensive training and coaching, so enjoying fast-paced and challenging work is crucial. The opportunities to develop a thorough understanding of the company functions are wide-ranging because the Client team has extensive interaction with all other teams in the business as well as with our clients. You can expect to develop an understanding of teams including Investment Strategy, Research, Portfolio Implementation, Trading, Reporting, and Risk, as a wide and detailed understanding of what we do is essential for shaping our communication with clients.

Record Financial Group:

Record is a leading specialist currency and derivatives manager with $77.9 billion (as at 30 June 2022) in Assets Under Management Equivalent. Record’s services include currency management, sustainable finance and asset management. Our clients are largely institutions, including pension funds, charities, foundations, endowments, and family offices.

Record’s offices are in Windsor and London in the UK, and we also have offices in, Amsterdam, Düsseldorf, New York and Zürich.

Key Responsibilities

  • Initial drafting of proposals for prospective clients, which will include collation of data and information and liaising with various internal departments,
  • Screening, researching, providing information about prospective clients,
  • Preparation of presentations in advance of meetings for prospective and existing client reviews,
  • Support the client follow up process, including taking responsibility for collating and writing information and materials to be sent to the prospect or client,
  • Accessing and providing investment data from systems and other departments to obtain information as requested by a client or prospect or their advisers,
  • Build and develop strong relationships with the other Client Team Analysts, Client Team Directors and all other internal departments such as Portfolio Management, Investment Strategy and Research.

Requirements

Essential:
  • Strong prior experience in writing RFP’s, due diligence questionnaires and preparing presentations
  • Strong writing, research, and analysis skills; ideally experience of conducting independent research,
  • Comfortable interpreting numerical data and quick to understand complex concepts,
  • Excellent communication and interpersonal skills, works well in a team,
  • Excellent attention to detail.
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