RFP Writer - CFA - Asset Management/Capital Market/Mutual Fund

Candidates who have cleared CFA Level 1 + an MBA can appy

or

Candidates who have cleared CFA level 2

Core Skills for the position.

- Excellent written and verbal communication skills

- Knowledge and interest in Asset and Wealth Management industry and familiarity with industry jargon

- Experience answering and editing RFP's within the asset management industry/Mutual Funds would be preferred

- Ability to work on several tasks at once in a fast paced environment while adhering to strict deadlines and producing quality work

- Background in Capital Markets/Mutual Funds

- Comfortable speaking to US, European and Asian clients

Optimal Skills set for the position

In addition to the above

- Quick learning curve

- Strong work ethic, commitment to excel and proven capacity to work effectively with minimum supervision and under tight deadlines in an unstructured environment

- Strong Team Player skills as well as working independently

- Used or maintained RFP tools (Qvidian/PMAPS etc.)

Brief Job Description

- Client is a Global Asset Manager based out of US and Europe

- Preparing RFPs and questionnaires for institutional, retail, HNW investors for client Mutual funds

- Liaise with Sales, Portfolio Management, Product Specialists, Legal, Compliance, Risk and other departments as needed

- Assist with quantitative and qualitative data requests from internal and external business partners

- Coordinate data fact checking and proofing of all responses

- Maintain existing RFP content database - Proposal Software

- Document, track and report processes and tasks