RFP Analyst

London, United Kingdom
02 Aug 2022
01 Sep 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Key Accountabilities
  • Responsible for Due Diligence questionnaires and RFPs for the UK retail market
  • Coordinate resources and compile information across the company to answer Due Diligence questionnaires / RFPs (defining timeframe, contributors, sources of information, highlighting critical items)
  • Work closely with a wide range of stakeholders/subject matter experts within AXA IM (sales managers, portfolio managers, investment specialists & solutions team, etc.) to gather all relevant inputs and to elaborate investment solutions to deliver accurate and competitive financial proposals
  • Structure Due Diligence questionnaires / RFPs with a marketing approach to promote AXA IM's competitive advantages
  • 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
  • Help support the sales team by answering and investigating client queries and efficiently respond and/or resolve in a timely manner. Work closely with the UK Business & Service Manager to help enhance the team's digitalisation efficiencies

Education / Qualifications
  • Finance-related degree

  • 2-5 years prior experience working in the financial industry (RFP, client service, sales, marketing, communications, investment management)
  • English mother tongue level;

Knowledge and Skills
  • 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
    • ability to understand and describe investment processes and financial solutions in detail
    • client focused
    • ability to challenge experts (Sales, Investment 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

Similar jobs

Similar jobs