Request for Proposal Team Leader – Fisher Investments job at London Full Time NEW

The Opportunity:

As a Request for Proposal (RFP) Team Leader at Fisher Investments Europe, you will play an essential role in Fisher Investments Institutional Group’s (FIIG) sales and service efforts by overseeing a team responsible for completing nuanced and complex in-depth questionnaires (RFPs) for prospective and current institutional clients in Europe, the Middle East, and Africa. You will work with other teams including Relationship Managers (Sales, Service and Consultant), our Portfolio Management Group, our Responsible Investment & Engagement team, amongst others, to help create responses for our international institutional client base.

The Day-to-Day:

• Contribute to new business development efforts by reviewing RFPs for thoroughness and accuracy.
• Support new strategy development and global expansion initiatives with new content creation and new RFP responses
• Coordinate long-term, impactful projects aimed at driving FIIG’s organic growth in Europe, the Middle East, and Africa
• Interact with members of senior leadership, FIIG’s Sales and Service Relationship Managers, Research Analysts, Traders, and Legal and Compliance personnel
• Oversee additional daily tasks of the RFP team, including maintaining external third-party databases (i.e. eVestment, Morningstar), completing team-level projects, completing client and consultant requests and providing ad-hoc support to our Sales and Service force
• Support the RFP team from a human capital perspective, including career development, professional growth and goal completion

Your Qualifications:

• 3+ years experience with proposal writing
• 1+ year people management experience
• Project management skills
• Ability to interface with various levels of management within the Institutional group and the Company
• Knowledge of capital markets, investment strategies, and the institutional landscape

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
• $10,000* fertility, hormonal health and family-forming benefit
• 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
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER