RFP Manager

Job title: RFP Manager

Company: Fidelity International


Job description: About the Opportunity Job Type: PermanentApplication Deadline: 21 March 2025Job DescriptionTitle RFP ManagerDepartment RFP TeamLocation IndiaLevel 5Fidelity International offers investment solutions and services and retirement expertise to more circa 3 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with over $800 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.We are committed to being a truly flexible employer, encouraging and trusting our people to perform their role in the way that works best for them, our business, our colleagues and our clients. We offer the maximum possible flexibility over where and when you work for all, considering your role and any local regulations. We call this new approach “dynamic working”.So, join our Global RFP team and feel like you’re part of something bigger.Department DescriptionAs part of the new business process, Fidelity is asked to complete detailed new business Request for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs). Potential clients request this information in order to evaluate our company, products and services; and ultimately make major investment decisions worth hundreds of millions of dollars. It is vital that Fidelity provides these groups with up-to-date, high quality documents which communicate our marketing message clearly and the RFP Manager is responsible for producing these documents.Purpose of the RoleThe successful candidate will be responsible for providing high quality tailored responses to information requests which communicate Fidelity’s competitive advantages and product features in a clear and compelling proposal. This involves crafting new or updated responses, where necessary, as well as using existing materials. The RFP Managers work particularly closely with the UK and EMEA Sales Teams, product specialists and other experts throughout Fidelity. As the role involves sourcing and providing in-depth written answers to questions on a wide variety of topics, this role provides an excellent opportunity to gain an in-depth knowledge of Fidelity’s products and services.Key ResponsibilitiesResponding to Requests for Proposals, Requests for Information, due diligence questionnaires, consultant (non-database) requests and surveys, for Fidelity’s UK and EMEA business channels, by:

• Collaboratively working with colleagues including team members in the RFP team
• Developing a strong knowledge of the key institutional products and mandates
• Proactively organising workload to meet client and internal deadlines.
• Confidently liaising with the investment product teams and sales relationship teams to determine the requirements, allocate responsibilities and project manage the entire RFP completion process
• Crafting a high quality document using the RFP database to source standard answers, working on new responses from product specialists and subject experts and tailoring all the parts to the particular proposal requirements
• Working within compliance guidelines to ensure compliance with regulatory and GIPS requirements

Experience and Qualifications Required

• Minimum 3-5 years RFP experience within an asset management company
• Understanding of open and closed-end funds and strategies
• Exceptional attention to detail
• Undergraduate degree
• IMC/CFA or similar
• Advanced Word and Excel and Powerpoint skills
• Fast thinking, excellent communication skills
• Ability to work under pressure

Feel rewardedFor starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Expected salary:

Location: Gurgaon, Haryana

Job date: Sun, 09 Mar 2025 02:25:03 GMT

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