Our client stands as a recognized leader in the private credit sector, delivering a diverse suite of both listed and unlisted investment products. These offerings are designed to provide a broad spectrum of investors-from individual clients to large-scale global institutions-with strategic access to private market opportunities.
The Opportunity
Due to company growth, an exciting opportunity has arisen for a Sydney based investment professional to join their high performing Investor Relations team as a Senior RFP Writer. The successful candidate will take responsibility for the entire process of answering RFPs, RFIs and industry questionnaires across the entire product offering.
Key Accountabilities
Manage the RFP process, answering and editing RFP's/RFI's/Questionnaires and tracking statistics on products and services offered and RFP production
Research and write responses to customised RFP's including, but not limited to plans, operational procedures, investment statistics and process descriptions
Using, maintaining, and updating the RFP knowledge database and content management
Cultivating strong working relationship with product managers, portfolio managers and other divisions firm-wide, to facilitate high quality responses required to complete sales and client documentation
Updating generic and product related marketing materials (including pitch-books, presentations, fund fact sheets and performance spreadsheets)
Create ad hoc reports and client communication materials
Answer requests for information concerning the firm, product characteristics and performance information
Assist in collating presentation material on an ad-hoc basis for the Business Development Managers.
Ideal Experience:
Previous experience in any of the following areas: RFP Writer/management, investment research/research house, asset consulting or investment specialist
Excellent writing abilities and editing skills with the ability to translate sophisticated investment concepts into marketing materials for a variety of audiences
Investment industry knowledge across a wide range of investment vehicles
Strong commercial knowledge of the industry and competitor landscape would be preferred but not essential
A good team worker, capable of building strong and trusted internal working relationships across businesses and functions to deliver required results.
Drive and determination to succeed in dynamic environment
Why Apply:
Great opportunity to join a reputable and growing business
Play a key role for the business
Strong culture
If you think this would be the ideal next role for you and you have the desired experience, then please click on the link below or send your resume directly to Agnes at avillanyi@parityconsulting.com.au
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