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RFP & Due Diligence Specialist

Twelve Securis

London

Hybrid

USD 40,000 - 80,000

Full time

20 days ago

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Job summary

An established industry player is seeking an RFP & Due Diligence Specialist to join their dynamic Marketing & Client Services team. This role is vital in ensuring the quality and efficiency of RFP and due diligence responses, directly impacting the firm's competitive edge in the fast-paced asset management sector. With a focus on innovation and inclusivity, the company offers a vibrant work environment where your contributions will be valued. If you have a strong background in client services and exceptional writing skills, this is a fantastic opportunity to advance your career in a thriving segment of the financial industry.

Benefits

Opportunity to work in a fast-growing segment
International and inclusive work environment
Competitive compensation package

Qualifications

  • 4+ years of experience in RFP writing or client service within financial services.
  • Strong command of tone, clarity, and grammar in English.

Responsibilities

  • Create and maintain standardized DDQs for client requests.
  • Prepare RFPs, RFIs, and DDQs ensuring high-quality responses.
  • Manage consultant databases and oversee RFP repository.

Skills

Exceptional writing and editing skills
Attention to detail
Project management skills
Ability to synthesize complex information

Education

Bachelor’s degree in Finance
Bachelor’s degree in Business
Bachelor’s degree in Communications

Tools

Microsoft Office (Word, PowerPoint, Excel)
RFP management tools

Job description

RFP & Due Diligence Specialist

Twelve Securis, originated from the merger of Twelve Capital and Securis Investment Partners, is a leading, founder-led business and one of the largest, most experienced insurance-focused investment managers globally. With offices in London, Zurich, Munich, Bermuda and Tokyo we manage in excess of USD 8.5 billion in assets primarily in Catastrophe (Cat) Bonds and other Insurance-Linked Securities (ILS).

THE ROLE

We are looking for an RFP & Due Diligence Specialist to join our Marketing & Client Services team to support the due diligence process and increasing volume of RFIs. This London-based role is available immediately and will be critical in maintaining the quality, efficiency, and consistency of our RFP and DDQ responses, ensuring we remain competitive in a fast-moving market.

MAIN RESPONSIBILITIES

  • Create, update, and maintain standardized DDQs to ensure consistency across client requests.
  • Prepare and complete RFPs, RFIs and DDQs, ensuring high-quality and timely responses.
  • Establish and oversee an RFP repository, streamlining access to commonly used materials.
  • Manage and maintain consultant databases, ensuring up-to-date and accurate firm information.
  • Work closely with sales, investment, and compliance teams to gather necessary content and insights.
  • Continuously improve and refine response materials, enhancing clarity, relevance, and impact.

PERSONAL ATTRIBUTES AND OTHER REQUIREMENTS

  • Exceptional writing and editing skills in English, with a strong command of tone, clarity, and grammar.
  • Bachelor’s degree in Finance, Business, Communications, or a related field.
  • 4+ years of experience in RFP writing, due diligence, or client service within financial services.
  • Strong attention to detail, with the ability to synthesize complex information into clear, persuasive documents.
  • Proficiency in Microsoft Office (Word, PowerPoint, Excel) and familiarity with RFP management tools.
  • Excellent project management skills, with the ability to meet tight deadlines while managing multiple requests.
  • The right to work in the UK.

WHAT WE OFFER

  • Opportunity to work in a fast-growing segment of the asset management industry.
  • International, inclusive, and dynamic work environment in a company that values innovation and initiative.
  • Competitive compensation package.

EQUAL OPPORTUNITIES

At Twelve Securis, we champion equal opportunities, recognising and valuing the distinct contributions each individual offers. Our dedication is to cultivate an inclusive environment that nurtures diversity, inviting everyone to be part of our team and express themselves sincerely at work.

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