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RFP Manager @ Fidelity International

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 RFP Manager

Job Description

Key Responsibilities

Responding to Requests for Proposals, Requests for Information, due diligence questionnaires, consultant (non-database) requests and surveys, for Fidelitys UK and EMEA business channels, by:

  • Collaboratively working with colleagues including team members in the RFP team
    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 the requirements, allocate responsibilities and project manage the entire RFP completion process
    Crafting a high-quality document using the RFP database to source standard answers, working on new responses from product specialists and subject experts and tailoring all the parts to the particular proposal requirements
    Working within compliance guidelines to ensure compliance with regulatory and GIPS requirements

Experience and Qualifications Required

  • Minimum 3-5 years RFP experience within an asset management company
    Understanding of open and closed-end funds and strategies
    Exceptional attention to detail
    Undergraduate degree
    IMC/CFA or similar
    Advanced Word and Excel and PowerPoint skills
    Fast thinking, excellent communication skills
    Ability to work under pressure

Job Classification

Industry: Financial Services (Asset Management)
Functional Area / Department: Sales & Business Development
Role Category: BD / Pre Sales
Role: Bidding / Auction / Proposal
Employement Type: Full time

Contact Details:

Company: Fidelity International
Location(s): Noida, Gurugram

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Keyskills:   Financial Services Investment Banking RFI Asset Management RFP

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Fidelity International

FIL India Business and Research Services Private Limited