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RFP Manager / Analyst

Information About This Job

Job Title: RFP Manager / Analyst
Contract Type: Permanent
Location: London
Contact Name: Max Heppleston
Contact Email:
Job Published: over 1 year ago

Job Description

Our client is seeking to appoint an RFP Manager / Analyst to join a London asset management firm.


About The Company

The company is an active, long-term, global, multi-asset investor focused on enabling more people to harness the power of investing to meet their financial goals. By combining investment insight and innovation with robust risk management they have become one of the largest asset managers in Europe, managing €717bn in assets as of the end of 2016. The firm currently employs over 2,400 people around the world and operates out of 22 countries.


The firm prides itself on fostering a high-performance culture, seeking to recruit and retain people who are not only technically-skilled but also globally-minded, innovative and able to leverage their unique perspectives and life experiences to support their success as a company.


Key Responsibilities

  • Lead the entire process in structuring AXA IM’s answers to Requests for Proposals (‘RFPs’), from kick-off meeting to pitch preparation

  • Coordinate resources and compile information across the company to answer RFPs (follow RFP process by defining timeframe, identifying sources of information, highlighting critical items)

  • Work closely with a wide range of stakeholders/subject matter experts within AXA IM (sales managers, portfolio managers, product specialists, etc.) to gather all relevant inputs and to challenge investment solutions to deliver clear financial proposals

  • Structure RFPs with a marketing approach to promote AXA IM’s competitive advantages

  • Prepare and deliver top-notch pitches: SWOT analysis, rehearsals, preparation of pitch books and Q&A

  • Ensure feedback is received subsequent to submitting the RFP and follow-up on action plans to contribute to the improvement of our offering and process

  • Maintain standard content in the RFP tool

  • Contribute to transversal team projects as needed


Skills & Experience

  • Finance based degree, or degree with strong written element (e.g. English, Law, History etc)

  • Candidate must enjoy writing and be comfortable with this element of the role

  • Prior experience working in the financial industry (RFP, sales, marketing, communications, investment management)

  • Excellent writing skills: enjoys writing and transforming technical descriptions into marketing documents, easy to read for non-specialists, with a strong emphasis on key selling points

  • Strong analytical skills and products knowledge and the ability to understand and describe investment processes and financial solutions in detail client focused ability to challenge experts (Sales, Product Specialists, etc.)

  • Good project management skills


Key Competencies

  • Team player: willingness to share know-how and to learn from others

  • Leadership/entrepreneurial spirit to take full responsibility for delivering the documents required, ability to build consensus between departments with different objectives

  • Enjoys working in an international environment

  • Works well under pressure

  • Curious, rigorous and well-organised

  • Excellent knowledge of MS Office tools

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