RFP/DDQ Specialist (12 month Temp/Contractor))

Who we’re looking for
We are looking for a specialist writer for the Business Development Services Central team based in London.  You will have knowledge of investment products and produce high-quality and timely information for our clients about their investments.

About us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

The team
The Business Development Services (BDS) function partners with colleagues across Client Group, Investment Product and other parts of Schroders to grow our client base and service existing investors/consultants. BDS is comprised of several sub teams including the Central team, which is responsible for the completion of pre-sale tenders (RFPs) and post-sale servicing questionnaires (DDQs).  More broadly, BDS also includes regional teams mirroring the Central team’s function as well as a Consultant & RFP Data team that supports the Consultant channel by maintaining firm and product content on platforms.

What you’ll do
As a RFP/DDQ Specialist, you will apply your knowledge of investment products and Schroders' operations in delivering high-quality responses to clients' requests for information. You will partner with client-facing and investment team members so that BDS can produce high quality materials effectively. You will collaborate with specialists across the BDS team responding to DDQs and RFPs, ensuring that the function is working effectively as a team.

Key responsibilities:

• Produce high quality responses to clients' request for information, working as a partner with senior client-facing and investment team members to achieve this.
• Project manage the response process end-to-end: from organising kick-off meetings to ensuring that a high-quality submission is provided to clients, to gathering feedback from clients for future submissions.
• Support team management with the workflow allocation for client requests, so that all requests are responded to on a timely and efficient basis.
• Proactively adopt AI tools in daily tasks and share insights to improve processes and outcomes.
• Provide support to colleagues completing DDQs and other client materials including RFPs, across the global team.
• Build relations with internal stakeholders to deepen knowledge of the products that you specialise in.
• Collaborate with content and data teams so that they can support the response to clients' request for information by maintaining relevant content and providing necessary quantitative information.
• Undertake peer reviews for other team members, ensuring submissions are to the high standard expected for our clients.
• Contribute to team and wider initiatives.
• Where appropriate attend Schroders and external events to further your client, industry and product knowledge.
• Collaborate with the content manager so that response to client requests can be published using the capabilities of our knowledge base.

The knowledge, experience and qualifications you need

• Understanding of DDQs and/or RFPs within asset management. 
• Strong writing skills, numeracy and literacy.
• Understanding of public markets (e.g. equity, fixed income, multi-asset and solutions) and private markets (e.g. private equity, real estate, infrastructure finance).
• Good communication and stakeholder engagement skills.
• Experience in Microsoft applications (Excel, PowerPoint, Word, Teams).

The knowledge, experience and qualifications that will help

• Experience working with sales, investment and senior management colleagues.
• CFA, IMC or other industry qualifications. 
• Language skills an advantage.
• Experience with Qvidian (or equivalent) for content. 
• Experience with Salesforce (or equivalent) for CRM. 
• Team player with the ability to use own initiative and who is a self-starter.

We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.