Who we're looking for We are looking for a dynamic self-starter, with experience of working on Requests for Proposal (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) across the Equities asset class. An understanding of the relevant terminology and investment concepts is key. In completing these RFPs, RFIs and DDQs, you'll work in close collaboration with the Equities investment product analysts, sales and client service teams located across Europe, the Middle East and Africa (EMEA), to produce professional, customised high quality and timely proposals for prospective and existing clients.
You'll need to work in a structured and methodical way, with a high degree of independence as part of a team of experienced and dedicated RFP writers. An ability to communicate clearly and succinctly (both orally and in writing) and to build good relationships with key stakeholders is also an important requirement. RFP writers focused on our equity products work across range of investment strategies.
As part of the broader Business Development Services team's you will apply the team's processes and procedures. You'll be expected to demonstrate Schroders' Values: striving for Excellence; working with Innovation and Teamwork; having Passion and Integrity and a strong commitment to build on Schroders' profile, profitability and client base whilst liaising effectively with stakeholders across the business.
The successful candidate will have responsibility to pay due regard to the interests of our customers and treat them fairly, ensuring that the information provided to clients on products and services is clear and useful and enables them to understand fully what they are being offered. They are required to familiarise themselves fully with the team's current procedures, FCA compliance requirements, and the principles behind 'Treating Customers Fairly' and 'Conduct Risk'.
The Base The role is based in Schroders' head office, in the City of London. While the team works flexibly, the office environment gives you the opportunity to meet and get to know the broader team, and work closely with a broad range of functions, including Distribution, a number of investment teams, colleagues in Marketing, Legal and Compliance, Technology and more.
The Team Our experienced and dynamic UK-based RFP team is focused on supporting the EMEA business and our Global client relationships. The team has developed a strong reputation and is highly respected within the organisation for the support it provides to the business.
To allow individual writers to better understand our strategies and build strong relationships with the underlying investment teams, the Business Development Services (BDS) team is aligned in four subgroups; each with an asset class focus. We have a proud heritage of investing in UK equities for over 80 years and have a well diversified client base encompassing pension funds, corporate clients, charities, endowments and retail and we are looking to recruit an RFP writer to support this area. The Equities team within BDS is currently comprised of three permanent individuals.
The BDS team operates as one collaborative unit, with senior members of the team all having broad product experience and the ability to provide support and guidance to others when needed. We adopt a clearly defined process but ideas on how this can be bettered are always welcome. There are regular opportunities to interact as a team and to share knowledge and experience.
Separate RFP teams in Asia and the US service their respective regions and we regularly discuss the latest market activity and share best practice across our teams.
What you'll do • Produce high quality, client focused, accurate and compliant RFPs, RFIs, DDQs within the agreed timeframe and deliver a compelling submission. • Assist in managing the entire proposal completion process, from identification and qualification to delivery of the submission. • Work consistently, diligently and perform well under pressure. Maintain focus on delivering to a high standard in a rigorous and professional way. • Be open and co-operative with colleagues and the broader team. • Demonstrate strong oral and written communication in your interaction with key stakeholders and subject matter experts. • Implement the team's best practice proposal process in each submission. • Use our RFP database (Qvidian) as appropriate. Identify new or updated content to be loaded. Communicate this new content to the Content Platform Manager for upload. • Contribute to helping the team in its quest for continual processes improvements. • Demonstrate professional behaviours and a "can do attitude". • Be motivated to achieve the best and expect the best from others in a cohesive team environment. • Support colleagues within the broader RFP function where required. • Record and file all materials in accordance with FCA requirements and team procedures.
The Knowledge, Experience and Qualifications You Need • Demonstrated asset management proposal experience, ideally experience in relation to Equity products. Additional general financial services or asset management industry experience is desirable. • Detailed understanding of asset management and institutional and intermediary channels • Experience and confidence in liaising with senior investment product analysts, sales and client service, as well as clients and third parties as required. • Ability to interact effectively and professionally with all levels of seniority and across multiple cultures. • Be a strong team player, with the ability to manage multiple complex assignments effectively, use own initiative and a self-starter. • Competent to provide guidance and support for the development of junior team members and to support Manager as required.
The Knowledge, Experience and Qualifications That Will Help • IMC (or equivalent). CAIA or CFA an advantage. • Experience using Qvidian database (or equivalent). • ESG knowledge in the context of asset management. • Strong numeracy and literacy. • Candidates should be educated to degree-level (or equivalent) • Strong Microsoft Office skills (Excel, PowerPoint, Word, Teams).
What you'll be like • Team player. • Efficient project management skills and well organised proactive approach. • Strong numeracy and literacy. • Excellent attention to detail and proofreading skills. • Good interpersonal skills.
We're looking for the best, whoever they are Schroders is an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.