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RFP Manager - Investment Management

  • Location

    New York, USA

  • Sector:

    Financial Services, Funds/Asset Management

  • Job type:


  • Salary:


  • Contact:

    Emma Jerome

  • Contact email:

  • Salary high:


  • Salary low:


  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Consultant:


We have a current opportunity for a RFP Manager - Investment Management on a permanent basis. The position will be based in NEW YORK, USA. For further information about this position please apply.


BASED NEW YORK (must be based in the USA and be eligible to work in the USA)

Our client a leading, well established asset management business is looking to hire an RFP specialist into the team. The RFP team is a busy and highly successful team within the global Marketing function. You will need solid RFP experience gained in the Asset Management space, to include experience in Fixed Income. Experience in other asset classes such as multi-asset, equities etc will also be beneficial

The RFP team has a strong track record of success and is well regarded team within the business. You will need strong stakeholder management skills as you will act as a key interface with the business and the investment teams

Acting as the RFP Team subject matter expert, you will take responsibility for producing high-quality

requests for proposal (RFPs), requests for information (RFIs) and due diligence questionnaires

(DDQs), as well as consultant database entries for prospective clients and consultants. You will treat

each RFP as a project with you as the project manager

You will be responsible for managing the established RFP process and support the maintenance of existing and new content on the RFP database.

Experience required

  • Solid current/recent experience in an RFP writer role or proven track record in writing RFPs from an Institutional Investment Management background is essential
  • Experience in a range of asset classes to include experience in fixed income and or multi-asset, equities etc would be an advantage
  • Strong stakeholder management skills as you will be a key interface with the business and investment teams
  • Strong writing skills
  • Strong project management skills

Please send your cv to Emma Jerome in the first instance

The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.