Request for Proposal (RFP) Manager

JR United Kingdom; Slough; On-site; GBP 45,000 - 55,000; Full time

Job summary

A leading investment services company is seeking an RFP Manager to oversee proposal document production for institutional clients in the UK and EMEA regions. The role involves collaboration with various teams, ensuring high-quality, compliant proposals that communicate organizational strengths. A strong candidate will have experience in asset management and excellent communication skills, along with proficiency in Microsoft Office tools. Flexible working arrangements are offered.

Benefits

24/7 Employee Assistance Programme

Qualifications

• 3-5 years of experience producing institutional RFPs.
• Strong understanding of open and closed-end fund structures.
• Comfortable building relationships across diverse internal teams.

Responsibilities

• Manage the end-to-end production of proposal documents.
• Project manage completion of RFPs, RFIs, DDQs, and surveys.
• Collaborate with stakeholders to ensure compliance and messaging.

Skills

Attention to detail

Project management

Communication skills

Education

Degree qualification

IMC/CFA or similar investment qualification

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

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Request for Proposal (RFP) Manager, slough

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Client:

Fidelity International

Location:

slough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Department: Global RFP Team

Reports To: Head of RFP, UK & EMEA

About Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to approximately 3 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with over $800 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers, wealth managers, and private individuals.

Our clients come from all walks of life – and so do we. We’re proud of our inclusive culture and welcome applications from people of all backgrounds, identities, and abilities. We are a disability-friendly employer and happy to discuss any adjustments that would support you through the recruitment process and beyond.

We are committed to being a truly flexible employer, encouraging our people to perform their roles in the way that works best for them, our colleagues, our clients, and the business. We call this “dynamic working.”

Department Overview

The Global RFP Team plays a critical role in new business development at Fidelity. As part of the sales and marketing process, the team completes high-quality, accurate and compelling responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant requests. These documents are essential to winning new mandates and communicating Fidelity’s competitive strengths.

What You’ll Do

As an RFP Manager, you will manage the end-to-end production of proposal documents for prospective institutional clients across the UK and EMEA regions. You’ll collaborate with stakeholders from across the business, including Sales, Investment Teams, Product Specialists and Compliance, to ensure Fidelity’s offerings are represented in the most compelling and compliant way.

Your Key Accountabilities

• Project manage the completion of RFPs, RFIs, DDQs, and surveys for institutional opportunities.
• Liaise with internal stakeholders (Sales, Investment, Product, Compliance) to gather, develop and tailor content.
• Use and maintain the RFP content database to source and contribute high-quality, reusable answers.
• Ensure proposal content is aligned with Fidelity’s messaging and meets regulatory and internal compliance standards.
• Manage multiple proposals concurrently and prioritise deadlines in a high-pressure environment.
• Maintain strong knowledge of Fidelity’s investment products, strategies, and operational processes.
• Contribute to process improvements and knowledge sharing within the team.

Your Skills and Experience

• 3–5 years of experience producing institutional RFPs, ideally within asset management.
• Strong understanding of open and closed-end fund structures and investment strategies.
• High level of attention to detail and commitment to quality and accuracy.
• Strong project management and organisational skills with the ability to work to tight deadlines.
• Excellent written and verbal communication skills; able to translate technical content into client-friendly language.
• Comfortable building relationships across diverse internal teams.
• Proficient in Microsoft Word, Excel and PowerPoint.
• Degree-qualified, ideally with IMC/CFA or similar investment qualification.

Feel Rewarded

At Fidelity, we value your wellbeing and support your personal and professional development. As part of our contract workforce, you’ll receive access to a range of financial and personal benefits, including:

• 24/7 Employee Assistance Programme

You’ll also experience our dynamic working culture, giving you flexibility in where and how you work – balancing personal priorities with delivering excellence to clients.