RFP Analyst
- Employer
- AXA IM LTD
- Location
- London, United Kingdom
- Salary
- Negotiable
- Closing date
- Oct 18, 2022
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Key Accountabilities
Education / Qualifications
Experience
Knowledge and Skills
Key Competencies
- 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
Experience
- 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
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