RFP/DDQ Support

RFP Delivery

• Support core sales channels globally (Institutional / Retail / Internal) by delivering high quality, compelling RFPs, DDQs with accuracy , consistency, and timeliness
• Manage the end-to-end RFP process from initial kick-off to final submission, ensuring quality control, compliance, crafting persuasive and compelling content, and manage critical time path towards delivery
• Coordinate with cross-functional teams and utilise a wide range of tools, and sources to gather information/responses for each RFP
• Maintain proper RFP records in respect of housekeeping rules for full audit trail
• Obtain approvals by reviewing proposal with key providers
• Collaborate with peers and SMEs to improve content quality by customisation as necessary
• Develop a broad understanding of company’s investment products, and attain knowledge on all areas of the company’s operation, acquaint with key stakeholders
  

Content Admin

• Assist in gatekeeping incoming content changes and checking across the content library for consistency
• Assist in following up with SMEs on ad-hoc and routine update cycles to ensure that content library’s upkeep with critical changes and accuracy
• Assist in templating and automating tasks within content library and manages the standard RFPs regular publication
  

• Assist in quantitative tasks in RFPs and DDQs using a range of proprietary and external software as needed
• Assist in maintaining and updating regular data file delivery (AUM and staff), cross-check information across various sources to ensure accuracy and consistency
• Assist in maintaining entries in consultant databases as needed
• Contribute to ideas in problem-solving and participate in projects as needed
  

Skills Required

• Minimum 4 years proven investment writing and editing experience in financial services industry, ideally covering equity, fixed income, and multi-asset classes
• Strong English communication skills, both verbal and written, including technical writing and editing
• Strong numeric (excel) and demonstrable organisational skills are a must
• Good understanding of investment strategies and general portfolio statistics across asset classes products
• Self-initiative to manage learning curve
• Working knowledge of RFP/data tools (Responsive, Aladdin, Bloomberg, Morningstar, eVestment Analytics etc.) strong plus