Senior RFP & DDQ Manager

First Sentier Group; Sydney; On-site; AUD 140,000 - 180,000; Full time

Job summary

First Sentier Group in Sydney seeks a Senior RFP and DDQ Manager to lead the end-to-end delivery of RFPs, RFIs, DDQs and consultant database updates. You will act as a senior subject-matter expert and manage the function’s workflow across Investments, Product, Distribution, Legal, Compliance, ESG, Risk and Operations.

The role suits an asset management professional with strong investment knowledge and exceptional writing skills, capable of leading a team, coordinating senior stakeholders and

Qualifications

• At least five years’ experience across RFPs, proposal management, consultant databases, investment marketing or client servicing within asset management.
• Strong understanding of institutional investment management, asset classes and client due diligence requirements.
• Exceptional writing, editing and proofreading skills with ability to translate technical information into client-facing content.

Responsibilities

• Lead the end-to-end delivery of complex RFPs, RFIs, DDQs and consultant database updates.
• Lead one senior team member to manage workflow, timelines and governance across multiple projects.
• Produce and edit clear, accurate and commercially compelling content for institutional and intermediary audiences.
• Partner with senior stakeholders to gather and validate investment, operational, regulatory and ESG information.
• Lead content governance, including version control and approval workflows.
• Drive improvements across proposal technology, automation and workflow efficiency.

Skills

RFPs

Proposal management

Stakeholder management

Team leadership

Content writing/editing

Tools

Qvidian

Salesforce

Red Oak

Loopio

Job description

First Sentier Group is seeking a Senior RFP and DDQ Manager to join the team in Sydney. Sitting within the Distribution function, this senior role will lead the development and delivery of high-quality RFPs, RFIs, DDQs and consultant database submissions. You will act as a senior subject-matter expert, managing the function’s workflow and partnering with stakeholders across Investments, Product, Distribution, Legal, Compliance, ESG, Risk and Operations.

The role would suit an experienced asset management professional combining strong investment knowledge and exceptional writing skills with the ability to lead a team, manage senior stakeholders and continuously improve content, technology and processes.

• Lead the end-to-end delivery of complex RFPs, RFIs, DDQs, consultant database updates and bespoke client questionnaires.
• Lead one senior team member to manage workflow, submission timelines, stakeholder contributions, governance and quality control across multiple concurrent projects.
• Produce and edit clear, accurate and commercially compelling content tailored to institutional and intermediary audiences.
• Partner with senior stakeholders to gather, challenge and validate complex investment, operational, regulatory and ESG information.
• Lead content governance, including version control, approval workflows, standard responses and consultant database content.
• Drive improvements across proposal technology, automation and workflow efficiency.

About you

Your experience and skills

• At least five years’ experience across RFPs, proposal management, consultant databases, investment marketing, product support or client servicing within asset management.
• Strong understanding of institutional investment management, asset classes, investment structures and client due diligence requirements.
• Demonstrated experience managing complex and concurrent submissions within tight deadlines.
• Exceptional writing, editing and proofreading skills, with the ability to translate technical information into compelling client-facing content.
• Strong stakeholder and project management capabilities, with prior team leadership experience viewed favourably.
• Experience with proposal and content-management platforms such as Qvidian, Salesforce, Red Oak, Loopio or similar.

About us

First Sentier Group is a global asset management group providing high quality, differentiated and relevant investment capabilities aiming to deliver exceptional investment performance for our clients and profitable growth for our shareholder.

We do this through our independent teams of active, specialist investors who share a common commitment to responsible investment principles. We are a global asset management business and the home of investment teams AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners and RQI Investors. All our investment teams - whether in-house or individually branded - operate with discrete investment autonomy, according to their investment philosophies.

Our commitment to Diversity, Equity & Inclusion (DE&I)

We value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it’s the right thing to do.

We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.

If you require any adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.