Associate Director, RFP Writer

Cambridge Associates; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

A leading global investment firm is seeking an Associate Director, RFP Writer in London. This role involves preparing RFPs and DDQs, supporting client directors, and ensuring high-quality responses. Candidates should have a bachelor's degree and experience in investment management, particularly in RFP processes. Excellent written and verbal communication skills are essential, along with a strong understanding of private markets. The firm fosters a commitment to equal employment opportunity and diverse workplace practices.

Qualifications

• Experience in investment management focusing on RFP and DDQ processes.
• Strong understanding of asset classes and financial markets.
• Excellent verbal communication skills.
• Proven project management across cross‑functional teams.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare responses to RFPs and DDQs ensuring quality and accuracy.
• Coordinate with stakeholders for RFP responses.
• Enhance RFP and DDQ processes for efficiency.
• Leverage private markets knowledge to craft high-quality RFP and DDQ responses.
• Maintain CRM data and support client onboarding and marketing material creation.

Skills

Written communication

Project management

Collaboration

Detail-oriented

Knowledge of private markets

Education

Bachelor’s degree in Finance, Economics, Business Administration

Tools

CRM (Dynamics)

AI-enabled software

Job description

Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.

Job Description Summary:

Cambridge Associates is seeking an Associate Director, RFP Writer, to join our London office and support our International Client Directors across EMEA and APAC.

Reporting to the Client Solutions Operations Director (London-based), the RFP Writer will play a pivotal role in driving business development by preparing compelling, accurate, and timely responses to requests for proposals (RFPs) and related documents across multiple jurisdictions.

As Cambridge Associates continues to expand, this role will be integral to supporting Client Directors throughout the end-to-end RFP and Due Diligence Questionnaire (DDQ) processes in EMEA and APAC, contributing directly to the firm’s growth.

You will be responsible for coordinating, drafting, and delivering responses to RFPs, DDQs, and other external client requests, ensuring that all materials accurately and positively represent the firm’s investment solutions and services to both prospective and existing clients.

The ideal candidate will demonstrate a strong commitment to delivering an exceptional client experience, possess a commercial mindset, and excel in written communication and collaborative problem-solving. A solid understanding of investments—particularly private markets—and broad industry experience are highly desirable. Strong teamwork and collaboration skills are essential.

Job Description

KEY RESPONSIBILITIES

RFP Management

• Partner with the Head of EMEA and APAC GCS Operations to oversee regional RFP and proposal responses from inception to submission, including project planning, strategy development, and content drafting, ensuring quality standards and deadlines are met.
• Coordinate with internal stakeholders (investment professionals, research, legal, compliance, operations) to gather information required for RFP responses.
• Collaborate with the Head of EMEA and APAC GCS Operations and Client Directors to drive a scalable, repeatable RFP process, including knowledge database management, message development, data collection, content synthesis, timeline management, approvals, and reporting.
• Leverage deep knowledge of private markets to prepare high-quality RFP and DDQ responses that showcase the firm’s investment strategies and capabilities.
• Demonstrate subject matter expertise in private markets through clear, accurate, and persuasive written communication.

DDQ Management

• Manage the DDQ process, ensuring timely and accurate completion of client due diligence requests.
• Work with subject matter experts to gather information for DDQ responses.
• Maintain up-to-date knowledge of industry standards and client requirements related to due diligence.

Process Improvement

• In partnership with the Head of EMEA and APAC GCS Operations, review and enhance RFP and DDQ processes to improve efficiency and response quality.
• Implement best practices and tools to optimize RFP and DDQ workflows.
• Conduct RFP win/loss analysis, gather client feedback, and identify opportunities to improve client targeting and win rates.
• Continuously assess and recommend technology enhancements.

Additional Responsibilities

• Maintain data integrity within the CRM (Dynamics) system, including ongoing updates to client and prospect contact information.
• Conduct initial client screening to assess professional investor suitability, including completion of client classification forms.
• Collaborate with Client Directors and the onboarding team to ensure successful onboarding of new clients.
• Assist in planning and executing client events (e.g., roundtables, lunches), including support for client outreach.
• Support the creation of pitchbooks and marketing materials, as needed.

QUALIFICATIONS

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Experience in investment management, with a focus on RFP and DDQ processes for institutional clients, is preferred. Experience in marketing operations or managing large, diverse operational functions will also be considered.
• Understanding of various asset classes, investment strategies, and financial markets.
• Proven track record in project management and working across cross-functional teams.
• Excellent written and verbal communication skills.
• Detail-oriented, with a strong commitment to accuracy and quality in client deliverables.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Ideally, experience with AI-enabled software to optimize the RFP process and content creation.

Employees of Cambridge Associates Ltd. or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd.

Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates Ltd. or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd.

Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd.

If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.