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CFA Institute
RFP WriterCFA Institute • zürich, Switzerland
RFP Writer

RFP Writer

CFA Institute • zürich, Switzerland
Vor 4 Tagen
Stellenbeschreibung
ph3Job Description /h3 pThe RFP Writer role sits within the LGT CP’s Product Client Services team and plays a leading role in executing the firm’s strategic sales objectives. As an RFP Writer, you will oversee and manage the entire RFP process, serving as an integral contributor to both client acquisition and retention. /p pWorking within stated deadlines, you will collaborate directly with various stakeholders across the firm, managing and completing information requests from prospective and existing clients with the objective of winning pitches and retaining mandates. /p pThese requests can be broadly categorized into Request for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and other requests for information including drafting white papers. /p h3Responsibilities /h3 ul liComplete RFPs, RFIs and DDQs from prospective and existing investors across private and public markets; /li liCollaborate closely with business development, investment management and other internal teams; /li liGenerate high‑quality responses and tailor the firm’s standard content as needed to communicate LGT CPs’ competitive positioning relevantly and effectively; /li liManage the entire RFP process including follow up questions from clients and business development teams; /li liEnsure that the firm’s RFP database (Responsive) is regularly updated with new or revised content; /li liLeverage AI tools and the Responsive platform to drive efficiency, improve response quality and streamline the RFP workflow. /li liPrepare white papers, market commentary and other writing pieces. /li /ul h3Requirements /h3 ul liUniversity degree in finance/economics, or similar qualification /li liCFA, CAIA or other professional financial qualifications would be a plus /li liA minimum of three years’ RFP experience in asset management (incl. internships) /li liExcellent written and verbal English; French or other languages would be an asset /li liHighly numerate, able to analyze data and produce sound analysis by synthesizing complex information /li liAbility to work well under pressure, and competently manage multiple deadlines /li liClear and proactive communicator with strong interpersonal skills - able to manage multiple stakeholders and drive consensus /li liStrong sense of responsibility and attention to detail /li liTeam orientated and focused on achieving team excellence /li liStrong organizational and time management skills and high sense of urgencyAdvanced knowledge of Microsoft Office skills, in particular Word and Excel as well as interest in adopting new tools and systems /li /ul /p #J-18808-Ljbffr
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RFP Writer • zürich, Switzerland

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