RFP Specialist

 Location: London
 Salary: £60,000 - £70,000
 Job type: Permanent
 Closes: closed

The candidate should be someone who understands the complexities and demands of institutional RFPs and can successfully project-manage multiple tenders at one time. The successful candidate must be able understand the competitive advantages and features of the firm’s products and be able to display these in clear and compelling proposals.  This role also involves crafting new content as well as using existing materials. 


The RFP role can be an excellent basis for development towards a future career in sales, client relations, product or investment communications.


Some of the responsibilities will include:


  • Crafting a high-quality document using the RFP database to source standard answers, working on new responses and tailoring all content to the particular proposal requirements
  • Developing a strong knowledge of the key institutional products and mandates
  • Proactively organising workload to meet client and internal deadlines
  • Confidently liaising with the investment product teams and sales relationship teams to determine client requirements, allocate responsibilities and project manage the entire RFP completion process
  • Collaboratively working with the team and other colleagues within the global organisation
  • Working within compliance guidelines to ensure compliance with regulatory and requirements
  • Improving existing responses, sourcing or creating new answers, and submitting these for the RFP database
  • Tracking and monitoring the RFP pipeline of work in progress
  • Proactively contributing to the ongoing improvement of the team’s processes and effectiveness


Background of the RFP Specialist:


  • Experience in writing responses for institutional RFPs
  • A strong technical understanding of investments including equities, fixed income, multi asset and real estate
  • Experience in investment management
  • CFA, IMC or relevant experience



Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Business Manager - Financial Services

Nathan Macfie

Nathan is one of the founding members of Meraki Talent and specialises in investment management and asset servicing markets. He started his recruitment career in 2011 and has an unrivalled network across the UK. In August 2018 Nathan moved to London to manage Meraki's new office, based in South Kensington.