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Tier-1 brand, metro location, and mid-level (4–6 years) experience increase applicant competition.
Role requires asset-management RFP/DDQ expertise, making background transferability limited across industries.
Explicit 4–6 years RFP experience and domain-specific requirements create stringent shortlisting filters.
Prepare accurate, clear, and timely responses to RFPs, RFIs, and DDQs using approved content and templates.
Coordinate with internal subject matter experts and regional team members to collect relevant information and maintain the RFP content database.
Support preparation and editing of investment marketing materials and ensure compliance with quality standards and internal policies.
4 to 6 years of RFP experience.
Postgraduate qualification such as MBA in Finance or a relevant qualification in finance, business, economics, or related discipline.
Working knowledge of Microsoft Word, Excel, and PowerPoint.
Ability to follow detailed instructions and established procedures; Work Experience Required: 4 to 6 years in RFP preparation.
Familiarity with asset management, financial markets, mutual funds, and institutional client requirements.
Detail-oriented with strong written and verbal communication skills focused on business and proposal writing.
Experienced in managing defined assignments with accountability for accuracy and quality under deadline pressures.