Role & Company Overview

Our client is a highly regarded global asset manager with a strong institutional presence. They're looking to appoint a Senior RFP Specialist to join their Sydney team in a Permanent position.

This is a mid-senior role responsible for leading the end-to-end delivery of complex RFPs, RFIs, DDQs and consultant database submissions across a broad range of investment strategies. You'll partner with stakeholders across Investments, Product, ESG, Legal, Compliance, Risk, Operations and Distribution to deliver high-quality, commercially focused submissions that support business development and client retention.

This is an excellent opportunity for an experienced RFP qualified looking to step into a broader role with greater ownership, strategic involvement and the opportunity to improve processes and mentor junior team members. They're ideally looking for someone who enjoys being more than just a writer, someone who can challenge content, influence stakeholders and help improve proposal processes across the business.

Key Responsibilities

- Lead the end-to-end management of complex RFPs, RFIs, DDQs and consultant database submissions
- Produce high-quality and compelling proposal responses tailored to institutional clients and consultants
- Partner with investment, product, legal, ESG, compliance, risk and distribution teams
- Contribute to the management of proposal timelines, governance, approvals and quality control across multiple concurrent projects
- Identify opportunities to improve content libraries,



proposal processes and workflow efficiencies
- Support consultant database management and recurring profile updates
- Contribute to proposal strategy discussions for priority business opportunities

Skills and Experience

- 5+ years' experience within RFPs, Proposal Management, Consultant Databases, Product Support, Investment Marketing or Client Services within asset management
- Strong understanding of institutional investment management, asset classes and client due diligence requirements
- Excellent writing, editing and stakeholder management skills
- Demonstrated ability to manage multiple high-priority submissions while working to tight deadlines
- Experience working with senior stakeholders across investment and corporate functions
- Exposure to proposal management systems such as Qvidian, Salesforce or Red Oak are highly regarded

Benefits for You

- Join a globally recognised investment manager with a strong institutional reputation
- Work on complex proposal opportunities across multiple asset classes
- Broad exposure to investment, product, ESG and distribution teams across the business
- An opportunity to take ownership of proposals, influence content strategy and drive continuous improvement across a mature RFP function
- Supportive team environment with long-term career progression To apply, please submit your resume or contact Francesca Mackenzie on

(phone hidden) or [email protected] for a confidential discussion.

📌 Senior RFP Specialist (Sydney)
🏢 Keegan Adams Recruitment
📍 Sydney