CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Opportunity to work at a global investment management firm. The role entails designing and completing new business questionnaire's on behalf of the EMEA and international sales teams.
Timely and accurate completion of RFPs, DDQs and RFIs covering the breadth of investment services offered by the asset manager
Developing and maintaining good relationships with sales & marketing teams for the wholesale, international and institutional business and support them on their sales and marketing strategies.
Assisting with the development and maintenance of systems for the capture of information for inclusion in RFP questionnaires
Proactively go about ensuring that data is accurate in proposals by liaising with internal specialists such as the data and information manager.
Be willing to learn around the asset managers services and offerings and keep up to date with trends/new developments or products.
Comply with all corporate policies and procedures within the department.
Be aware of any significant changes or business risks that come to light and inform leadership, on the same token, be wary of what is and is not compliant and notify management of any regulatory breach of this
Comply with health and safety policies and procedures operating within the business.
A knowledge or understanding of RFP production would be desirable but is not essential
University degree of 2:1 or higher, essential
Strong attention to detail is integral to the role
Good interpersonal skills, and proven ability to build relationships quickly with internal stakeholders
Ambitious, with a willingness to learn as well as to use initiative
Strong team player
Morgan McKinley is acting as an Employment Agency in relation to this vacancy.
Please note that any references to salary or pay rates in this advertisement and in the salary refinement section are indicative only and should only be used as a guide.