03 Aug
|
Keegan Adams Recruitment
|
New South Wales
03 Aug
Keegan Adams Recruitment
New South Wales
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 professional 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
Robust 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
#J-*****-Ljbffr
📌 Senior Rfp Specialist (New South Wales)
🏢 Keegan Adams Recruitment
📍 New South Wales