Global Client Services, RFP Workflow Coordinator, Analyst, Based in London

TIAA; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

A forward-thinking company is seeking a detail-oriented individual to join their RFP and Due Diligence team. In this role, you will act as a liaison between various stakeholders, ensuring that client requests are managed efficiently and effectively. You will be responsible for reporting team metrics and supporting special projects, all while developing key relationships across the organization. This position offers the opportunity to work in a dynamic environment where your contributions will directly impact the success of the team. If you thrive in a collaborative setting and have a passion for asset management, this role is perfect for you.

Qualifications

• 1-3 years of experience in asset management or related fields.
• Strong understanding of asset classes and investment products.

Responsibilities

• Manage workflow for RFP requests using Salesforce.
• Report quarterly and annual metrics to stakeholders.
• Support special projects as assigned by the Head of RFP/DDS.

Skills

Salesforce Management

Communication Skills

Project Management

Data Analysis

Bilingual Skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Bachelor’s degree in Economics

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Project

RFP Databases

Job description

Overview of the Role

The RFP and Due Diligence (RFP/DDS) organization is responsible for completing over 6,000 RFPs/DDQs annually. This role primarily acts as a liaison between the RFP/DDS team managers, managing workflow for the global team. Additionally, the role supports team reporting needs, including weekly pipeline updates, and quarterly, semi-annual, and annual metrics shared with internal stakeholders. The individual will also assist with team initiatives alongside the Head of the team. This position interacts with RFP management, sales teams, and subject matter experts across the business to ensure client and prospect requests are clear and properly serviced by the appropriate RFP/DDS channel.

Key Responsibilities and Duties

1. Work closely with RFP/DDS managers to scope and assign requests received through Salesforce.
2. Schedule and host asset class pod meetings to assess team capacity and expertise areas.
3. Responsible for quarterly and annual team metric reporting.
4. Support special projects as assigned by the Head of RFP/DDS.
5. Develop and maintain relationships with key business partners and stakeholders.
6. Create and distribute process improvement initiatives related to the proposal cycle.

Technical Skills & Qualifications Required

• Experience managing workflow in Salesforce or similar tools.
• Bachelor’s degree in Finance, Economics, Business, or related field.
• Broad understanding of Asset Classes and products within Private and Public Markets.
• Demonstrable product/investment knowledge.
• Bilingual skills are advantageous.
• Proficient in Microsoft Word, Excel, PowerPoint, Project, and RFP databases.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects under strict deadlines while maintaining quality.
• Experience in large, matrixed asset management organizations is preferable.
• Strong sales and client service orientation across all organizational levels.
• Ability to work independently and seek assistance when needed to meet deadlines.

Work Experience

• 1-3 years of relevant experience.

Related skills include accountability, adaptability, business analysis, collaboration, communication, compliance, data preprocessing, detail orientation, product knowledge, project management, proposal writing.