VP, Global Investment Response Management (RFP & DDQ) (m|f|x)

E Fundresearch; London; On-site; GBP 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Vice President for Global Investment Response Management to lead a dynamic team in handling RFP and DDQ processes. This role is pivotal in maintaining high-quality responses that accurately reflect the organization's investment strategies. The ideal candidate will possess a strong background in investment management, excellent communication skills, and a commitment to continuous improvement. You will have the opportunity to shape best practices and enhance client relationships while working in a fast-paced, collaborative environment. If you are a strategic thinker with a passion for investment management, this is the perfect opportunity for you.

Qualifications

• Extensive experience in investment management with a focus on RFP and DDQ processes.
• Strong understanding of various asset classes and financial markets.

Responsibilities

• Lead a global team overseeing RFP and DDQ processes from start to submission.
• Continuously review and enhance RFP and DDQ processes for efficiency.

Skills

Investment Management

Project Management

Client Relationship Management

Communication Skills

Process Improvement

Team Leadership

Education

Bachelor's degree in Finance, Economics, Business Administration

MBA or CFA designation

Tools

AI-enabled software

Job description

VP, Global Investment Response Management (RFP & DDQ) (m|f|x) London

We are seeking a Vice President, Global Investment Response Management to lead a global response team to run the end-to-end RFP and DDQ processes globally supporting Franklin Templeton’s growth. The team co-ordinates, creates and delivers 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 products and services, to prospective and existing external clients and their advisors.

This role will lead the development and help maintain an industry-leading model for RFP best practices in quality, process, technology, depth of knowledge and teamwork with the goal of helping acquire new business and retain existing relationships.

The ideal candidate will have a strong focus on continuous improvement with the ability to identify and implement best practices to stay one step ahead of a quickly evolving industry and organization. In addition, a strong knowledge of investments including new and emerging asset classes is critical. A strong leader with proven ability to manage a global organization with multiple third-party partners is essential.

Responsibilities

RFP Management:

• Build and manage a global team that will oversee the company’s 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.
• Drive a scalable and repeatable RFP process including knowledge database management, message writing, data collection, content synthesis, timeline management, approvals process, and reporting.

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.

Client Relationships:

• Serve as a primary point of contact for client inquiries related to RFPs and DDQs, demonstrating a deep understanding of our investment strategies and capabilities.
• Build strong relationships with Global Distribution Teams through effective communication and timely responsiveness.

Process Improvement:

• Continuously 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.
• Monitor FT and competitor activities to deliver actionable insights to FT Leadership Teams.

Team Leadership:

• Lead and mentor a team of RFP and DDQ specialists, providing guidance on complex client requests and professional development opportunities.
• Foster a collaborative and high-performance team culture within the department.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field; MBA or CFA designation preferred.
• Extensive experience in investment management, with a focus on RFP and DDQ processes for institutional clients or a focus within marketing operations, managing a large diverse operational function would also be considered.
• Strong understanding of various asset classes, investment strategies, and financial markets.
• Proven track record in project management and leading cross-functional teams.
• Excellent written and verbal communication skills, with the ability to articulate complex investment concepts effectively.
• 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-enabled software to assist with optimizing the RFP process and content creation.