Overview
The Opportunity:
As a Request for Proposal (RFP) Associate at Fisher Investments Europe (FIE), you will partner with the other members of the RFP team on completing the more nuanced and complex in-depth questionnaires (RFPs) for prospective and current institutional clients around the world. Reporting to the FIE RFP Team Lead, you will work with other teams including Relationship Managers (Sales, Service and Consultant), the Portfolio Management Group, the Responsible Investment & Engagement team, amongst others to help create and maintain responses for our international institutional client base. You will be reporting to the Team Leader of the Institutional Request for Proposal team.
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This role represents an opportunity to directly lead to the growth and retention of firm AUM.
The Day-to-Day:
- Project manage the RFP process to create and draft written responses regarding Fisher's investment process, strategies, and other questions asked
- Communicate with departments across the firm to provide our prospects, clients and consultants with detailed information about our firm to create new and compelling responses for the RFP Team to use on requests
- Provide internal operational, project and data support for our Institutional Group
- Collaborate with teams across the firm, including Senior Management, Research, Institutional Relationship Managers, Portfolio Management, Investment Operations, IT and more
- Work with the RFP Team Lead on RFP elevations, reviews and troubleshooting
- Create, develop, document and implement workflows and process improvements, including advanced and topic-specific training
- Work on projects to help the Intuitional group put their best foot forward in sales opportunities
Your Qualifications:
- Strong writing skills/communication (preference for 2+ years' experience with proposal writing)
- Knowledge in capital markets, investment strategies, and the institutional landscape
- Experience using Microsoft Suite
- Demonstrated project management skills, as well as the ability to navigate complex environments
- Ability to interface with various levels of management within the Institutional Group and the Company
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
- 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
- Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy of up to £50 per month
- Employee Assistance Program and other emotional wellbeing services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER