RFP Writer, Asset Management

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RFP Writer, Asset Management

Asset Management

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

About Northern Trust Asset Management

Northern Trust Asset Management (NTAM) is a global Investment Manager with $1.1Trillion Assets Under Management, is a top 20 global asset manager, top 10 largest factor investor globally and the 12th largest ETF provider. 

We believe investing ultimately serves a greater purpose and should be done intentionally and efficiently by people who are passionate, astute and tenacious problem solvers

• with the understanding that all investing involves risk and
• is best accomplished by using an empirically based process.

At Northern Trust Asset Management, we understand that investing ultimately serves a greater purpose. That is why our philosophy is rooted in the fundamental belief that investors should get compensated for the risks they take – in all market environments and in any investment strategy.

At the heart of our philosophy is how we think about, view and analyse risk. As risk-aware investors, we take risk intentionally, to achieve investors’ desired outcomes and minimize unintended consequences.

In EMEA, Northern Trust Asset Management serves professional investors offers a wide range of investment management capabilities, across active and passive, equities, fixed income and cash management. This includes quant active, sustainable investing, multi-asset, liquidity focused solutions as well as more traditional index management. Capabilities are available through both pooled funds and segregated accounts, with a focus on designing investment strategies to meet the specific needs of investors. NTAM manages the largest European ESG fund and 5/10 largest ESG index funds globally*. 

The Role

We have an exciting opportunity for a candidate to join the Northern Trust Asset Management (NTAM) International RFP team based in Canary Wharf, London.  The International RFP team is responsible for the completion of RFP’s, Due Diligence Questionnaires and other questionnaires or databases for investment consultants, prospects and clients as part of the new business process and client support for the EMEA and APAC regions.

The successful candidate will have over two years of Asset Management RFP experience, be highly motivated and able to demonstrate initiative, exceptional time management and organisational skills. With a desire to develop your career within Asset Management, this role would be particularly suited to an individual with previous RFP experience. Demonstrating an exceptional work ethic, the successful candidate will liaise closely with multiple departments and stakeholders throughout Northern Trust to co-ordinate and project manage requests whilst developing a thorough knowledge of the company’s products, strategies, structure and unique selling points to add value to the RFP delivery process. 

The key responsibilities of the role include:

Follow our established RFP processes to complete high calibre standard and non-standard RFPs, RFIs, Consultant Questionnaires and potentially DDQs.

• Adding value to the RFP process using an understanding of regional/local client/prospect investment and regulatory requirements and completing the task within the stated timeframe.
• Create robust audit trails for reviewed content by Subject Matter Experts and critically review standard content for optimum quality.
• Work on multiple deadlines concurrently.
• Maintain and analyse metrics.
• Maintain the Qvidian database for the EMEA and APAC regions with an understanding of regional requirements and ability to use a critical eye to ensure quality is maintained and content stays fresh in a timely manner if and when required.
• Maintain Consultant Databases if and when required.
• Manage the process for business unit invoices.
• Assist RFP Manager and  wider team with general ad-hoc requests.

Skills/Qualifications:

The successful candidate need over two years Asset Management RFP experience and will benefit from having: 

• A strong interest in general asset management topics.
• Analytical skills, strong attention to detail and accuracy.
• Excellent written and verbal communication/presentation skills.
• Proficiency with statistical information and ability to interpret financial data.
• Ability to demonstrate a sense of urgency and initiative when responding to short deadlines.
• Good interpersonal skills, with a professional demeanour and a team player approach.
• Excellent organisation skills, able to manage multiple tasks at once.

Work Authorization

Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment.

Please note that Northern Trust is unable to provide visa sponsorship for this role. This includes Skilled Worker visas, Global Business Mobility routes, Graduate visas, Youth Mobility Scheme, High Potential Individual visas, Scale-up Worker visas, Temporary Worker visas, and other employer-sponsored visa categories.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.