RFP Writer, Senior Associate

Kinsley Power Systems; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading company in investment management is seeking an RFP Writer, Senior Associate, to support international Client Directors. The role involves preparing responses to RFPs and DDQs, requiring strong communication skills and a background in finance. The successful candidate will thrive in a collaborative environment and have a commitment to delivering outstanding client experiences.

Benefits

Comprehensive benefits program

Competitive salary

Career development plan

Qualifications

• Experience in investment management, focusing on RFP and DDQ processes preferred.
• Proven track record in project management across cross-functional teams.
• Ability to thrive in a fast-paced environment and manage multiple priorities.

Responsibilities

• Prepare compelling responses to RFPs and DDQs for clients.
• Coordinate with internal stakeholders to gather necessary information.
• Manage the due diligence questionnaire process ensuring timely completion.

Skills

Communication

Project Management

Detail-oriented

Education

Bachelor’s degree in Finance, Economics, Business Administration

Tools

AI-enabled software

Job description

CAREERS THAT CHANGE THE WORLD

OUR CLIENTS

Cambridge Associates believes our clients come first.

Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe.

OUR CULTURE

Cambridge Associates believes culture is central to your success and ours.

We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, andyour success is our priority.

oWe foster aninclusiveanddiverseenvironment that enablesall individualsto engage andbring their full selves to work.

OUR PEOPLE

Cambridge Associatesbelieves we do our best when you do your best.

At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we builda community that is stronger together.

But enough about us.Tell us about YOU

oAre you abold individualseeking an opportunity to contribute to avalue-based, collaborative environmentin some of the most exciting cities around the globe?

oAre you eager to work for an organization committed todiversity, inclusion, sustainability, and Corporate Social Responsibility?

oDo you strive to work in an environment that encouragesinnovation and teamwork?

oAre you athought leaderwho cares aboutmaking a difference in the worldwhile contributing to anamazing culture?

oDo you value achallenging professional opportunitywhere you canleverage your skills, gain avaluable foundational in finance and investment, and build along-term career development plan?

oAre you seeking acompetitive salaryarobust and comprehensive benefits program, and a variety ofattractive benefits and perks?

THE OPPORTUNITY

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

The RFP Writer will report to the “Head of EMEA and APAC Global Client Solutions (GCS) Operations”, based in London.

Your responsibilities?

As Cambridge Associates continues to grow, the RFP Writer will play a key role in supporting business development by preparing compelling, accurate, and timely responses to requests for proposals (RFPs) and related documents.

As part of that workflow, we are seeking an RFP Writer to support Client Directors and Client Associates and Analysts with the end-to-end RFP and DDQ processes in EMEA and APAC to support the firm’s growth.

You will coordinate, create, and deliver responses for Request for Proposal (RFP), Due Diligence Questionnaires (DDQ), and other external client-related requests, which accurately and favorably represent the organization, and its investment solutions and services, to prospective and existing external clients.

The successful candidate will demonstrate a strong commitment to delivering an outstanding client experience, possess a commercial mindset, and excel in written communication and collaborative problem-solving.

In addition, knowledge of investments, particularly private markets, and industry experience is strongly desired. Being a strong team player is essential.

RESPONSIBILITIES

• RFP Management:
  • Partner with the Head of EMEA and APAC GCS Operations to oversee the company’s regional responses to RFPs and proposals from start to submission, including the development of project plans and strategies and the drafting of content ensuring all content meets quality standards and deadlines are met.
  • Coordinate with various internal stakeholders (investment professionals, legal, compliance, operations) to gather necessary information for RFP responses.
  • In partnership with the Head of EMEA and APAC GCS Operations, and other Client Directors, drive a scalable and repeatable RFP process including knowledge database management, message writing, data collection, content synthesis, timeline management, approvals process, and reporting.
  • Leverage deep knowledge of private markets to prepare high-quality responses to RFPs and DDQs, showcasing the firm’s investment strategies and capabilities.
  • Demonstrate expertise in private markets through clear, accurate, and compelling written communication.

• DDQ Management:
  • Manage the due diligence questionnaire (DDQ) process, ensuring timely and accurate completion of client inquiries.
  • Collaborate with subject matter experts to gather information required 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 streamline efficiency and improve response quality.
  • Implement best practices and tools to optimize the RFP and DDQ workflow.
  • Conduct RFP win/loss analysis, gather client feedback, and identify and report on areas to improve client targeting efforts and win rates.
  • Continuously evaluate and identify technology enhancements.
• Other responsibilities:
  • Ownership for data integrity of the CRM (Dynamics) system – ongoing maintenance and updating of client and prospect contact information.
  • Undertake initial client screening to assess professional investor suitability, including the completion of client classification forms.
  • Work with the Client Directors and client onboarding team to facilitate successful onboarding of new clients.
  • Assist with the planning and execution of client events (roundtables, lunches) including support for client outreach.
  • Other client related work such as supporting the creation of pitchbooks and marketing materials.

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. Or a focus within marketing operations, managing a large diverse operational function would also be considered.
• An understanding of various asset classes, investment strategies, and financial markets.
• Proven track record in project management and operating across cross-functional teams.
• Excellent written and verbal communication skills
• Detail-oriented with a commitment to accuracy and quality in client deliverables.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Ideally experience adopting and using AI-enabledsoftware to assist with optimizing the RFP process and content creation.

Please submit cover letter and resume for consideration

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.

Want to learn more?

ClickHEREto learn more about how Cambridge Associateslives our firm valuesevery day. (https://www.cambridgeassociates.com/about-us/firm-values/)

ClickHEREto learn more about Cambridge Associatesinvests in diversity and inclusion.(https://www.cambridgeassociates.com/about-us/diversity-inclusion/)

ClickHEREto learn more about our commitment toCorporate Social Responsibility. (https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/)

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.