Working with the RFP Editors to gather background information and create initial draft responses
Sourcing information and acting as proxy for the RFP Editor
Working with members of the RFP team and members of Investments to update content in the RFP database
Analysing and reviewing quantitative portfolio data to ensure it is accurate
Coordinating and completing annual Due Diligence Questionnaires (DDQ) accurately and timely in line with clients expectations
To be considered for this role you will have 2-3 years' experience working within Investment Management in a Client Reporting, Presentations or Marketing role. You will have knowledge of Equities and Fixed Income. You will have or will be working towards an IMC or equivalent qualification. You will have strong verbal and written communication skills and strong editing/writing experience. German or Italian language would be highly beneficial. RFP experience is not essential.
Internal Number: 6426460
About Mayford James
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