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Specialist, RFP

Asset Management

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

Job Description

The APAC RFP Team supports the preparation and delivery of Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for Invesco’s regional business. The team collaborates closely with RFP colleagues and subject matter experts across investment, product, marketing, compliance, and other internal functions to deliver accurate and high-quality client materials. Team members help maintain consistent proposal content and support the development of marketing and investment-related materials while adhering to established processes and quality standards. This role offers an excellent opportunity to build expertise in the asset management industry, financial markets, mutual funds, and institutional client requirements. The successful candidate will possess strong written and verbal communication skills, four to six years of RFP experience, and proficiency in Microsoft Word, Excel, and PowerPoint.

Your Role

As an RFP Specialist, you will support the preparation of accurate, clear, and timely responses to RFPs, RFIs, and DDQs for the APAC regional RFP team. You will complete defined assignments using established procedures, approved content, and guidance from experienced team members. You will also help maintain the RFP content database and support the preparation and editing of investment marketing materials. This role provides an opportunity to build foundational knowledge of the asset management industry, financial products, and the RFP production process.

You Will Be Responsible For:

• Support the preparation of responses to RFPs, RFIs, and DDQs using approved content, templates, and established procedures.
• Coordinate with regional RFP team members and internal subject matter experts to collect required information.
• Draft, review, edit, and format straightforward proposal content under the guidance of experienced team members.
• Complete assigned work within agreed timelines while checking for accuracy, consistency, grammar, and completeness.
• Maintain approved content and supporting information in the RFPIO database.
• Support the preparation and editing of investment marketing materials, including presentations and other client-facing documents.
• Learn and follow internal policies, quality requirements, document standards, and review processes.
• Develop a basic understanding of investment management, financial markets, financial products, and asset classes.

The Experience You Bring:

• A postgraduate qualification such as an MBA in Finance, or a relevant qualification in finance, business, economics, or a related discipline.
• Basic knowledge of investment management, asset management, financial markets, mutual funds, or financial services.
• Foundational understanding of financial products and different asset classes.
• Strong written and verbal communication skills, with an interest in business and proposal writing.
• Good attention to detail and the ability to check work for accuracy and completeness.
• Working knowledge of Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.
• Ability to follow detailed instructions, use established procedures, and ask questions when clarification is required.
• Ability to manage defined assignments, meet deadlines, collaborate effectively, and take accountability for the quality of individual contributions.

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).  

What’s in it for you? 

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 

Our benefit policy includes but not limited to: 

• Competitive Compensation 
• Flexible, Hybrid Work 
• 30 days’ Annual Leave + Public Holidays 
• Life Insurance 
• Retirement Planning 
• Group Personal Accident Insurance 
• Medical Insurance for Employee and Family 
• Annual Health Check-up 
• 26 weeks Maternity Leave 
• Paternal Leave 
• Adoption Leave 
• Near site Childcare Facility 
• Employee Assistance Program 
• Study Support 
• Employee Stock Purchase Plan 
• ESG Commitments and Goals 
• Business Resource Groups 
• Career Development Programs 
• Mentoring Programs 
• Invesco Cares 
• Dress for your Day 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco: https://www.invesco.com/corporate/en/home.html 

About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html 

About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html 

About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html 

Apply for the role @ Invesco Careers: https://careers.invesco.com/india/