Client Business Associate

Michael Page (UK); City Of London; Hybrid; GBP 65,000 - 95,000; Full time

Job summary

A global investment manager is seeking an RFP and DDQ Specialist to join their team in the City of London. This role involves analyzing client materials, preparing RFPs, and supporting client management. The ideal candidate has over 5 years of experience in the financial services industry and strong writing skills. This position offers a competitive salary, opportunities for career growth, and a hybrid working arrangement.

Benefits

Competitive salary

Fixed-term contract

Opportunity for career growth

Qualifications

• 5+ years of experience with DDQs and RFPs in financial services.
• Proven track record of academic achievement.
• Professional designations like CFA or ACCA preferred.

Responsibilities

• Analyse and maintain client reporting materials.
• Prepare and complete RFPs, RFIs, DDQs.
• Manage key client materials like presentations and questionnaires.

Skills

Strong writing skills

Analytical skills

Client relationship management

Education

Undergraduate degree

Job description

RFP and DDQ Specialist position within Global Investment Manager. Looking for AM background who is strong within written content of an RFP role.

About Our Client

This position is with a well-established, medium-sized organisation in the Investment Management sector. Known for its commitment to excellence in Investment Management, the company values expertise and professionalism in its workforce.

Job Description

• Analyse, review, and maintain client reporting materials that include performance, risk measures, portfolio exposures, and fee information.
• Preparing and completing RFPs, RFIs, DDQs, this involves working closely with subject matter experts from all business areas.
• Maintain a centralised content library for frequently used responses and ensure timely updates to reflect changes in the firm''s strategies, processes, and policies.
• Create and manage key client materials such as presentation slides, client due diligence questionnaires, and investment summaries.
• Assist Client Managers in responding to firm, product, and investment-related client queries and questionnaires.
• Build relationships and work closely with other global client and operations teams and business units to effectively service our clients.

The Successful Applicant

A successful Client Business Associate should have:

• Undergraduate degree with a proven track record of academic achievement and continuous improvement.
• 5+ years of experience working on DDQs and RFPs in the financial services industry with a track record of success.
• Professional designation such as CFA, CIPM, ACA, ACCA, or equivalent is preferred but not required.
• Able to work in a stand alone role and hit the ground running.

What''s on Offer

• Competitive salary ranging from £65000 to £95000 per annum, depending on experience.
• Fixed-term contract offering stability and a clear scope of work.
• Opportunity to work in the heart of London within the financial services industry.
• Exposure to a professional and collaborative work environment.
• Potential for career growth within the banking and financial services department.
• Hybrid working pattern