Associate, Client Services (RFP Proposal Writer) – Asset Management – Ref: KC13724

A super opportunity for a Junior RFP / Presentations or Proposal Writer to join this leading, independent, global asset manager within their London based Client Services team. Working closely with both US and London based colleagues, you will own the project management of completing RFP’s, RFI’s, DDQ’s for their prospective investors, consultants and clients.

Roles & Responsibilities

  • Act as a key London-based contact point for the U.S based colleagues

  • Own project management of completing custom RFPs, RFIs and DDQs for prospective investors, consultants and clients

  • Work closely with U.S. based colleagues to ensure consistency in responses and message.

  • Manage various client and consultant requests on a recurring basis and as required

  • Maintain database of standard answers (Qvidian)

  • Track activities and opportunity information using a CRM system (Salesforce)

  • Participate and play active role in meetings with team and supervisor to share information, problem solve and work to meet individual and team goals

  • Consultant database management for a variety of products

  • Work with Client Service and Business Development Officers to help develop and execute longer-term internal research and client servicing/business development initiatives such as market research, industry studies, and client-driven research

Experience & Qualifications

  • Previous RFP/proposal writing experience for an investment management firm preferred

  • Previous experience handling client service deliverables (i.e. reporting) for an investment management firm preferable

  • Proficient in Microsoft Office (Outlook/Word/Excel) required; strong Excel skills

  • Experience with Qvidian and/or Salesforce is a plus

  • University degree; CFA or MBA or desire to obtain preferred

  • Foreign language skills are a plus

  • Strong project management skills

  • Ability to prioritise and work effectively within tight deadlines

  • Extreme attention to accuracy and detail; numerate

  • Good decision making/problem solving skills

  • Ability to manage the entire proposal process start to finish

To hear more about this exciting opportunity, please contact Karen Consalvi on 020 7847 8874 or email your CV to

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.