RFP / Investment Proposal Writer

United Kingdom Business management, administration and support, Management and Business Support Asset Management

Job Reference #

276541BR

City

London

Job Type

Full Time

Your role

Are you an experienced RFP professional? Are you passionate about high quality sales support and communicating with clients?

We are looking for a candidate to join the Global RFP team to:

• co-ordinate and produce accurate, timely RFPs (Requests for Proposal), RFIs (Requests for Information) and DDQs (Due Diligence Questionnaires) for institutional and wholesale prospects and existing clients according to internal brand/style guidelines and compliance regulations.
• collaborate closely with portfolio managers and subject matter authorities to improve RFP answers, ensure key messages are understood, and present my clients’ capabilities in the most compelling way possible.
• ensure completion of multiple proposals within tight timeframes.
• ensure the RFP database is kept up-to-date and accurate, and quality continually improved
• support the wider RFP team with adhoc requests and projects

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You will be part of the Global RFP team with members in Europe, APAC, US and Switzerland. The team supports institutional and wholesale distribution teams around the globe. In particular, you will work closely with the client coverage teams providing RFP responses on a wide range of products within the traditional asset classes.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• extensive RFP writing experience within investment management
• strong product knowledge and genuine interest across all asset classes and ESG
• strong MS Office skills and previous experience with proposal software (Qvidian)
• excellent writing and proof-reading skills
• organised with a methodical approach to tasks, exceptional attention to detail and accuracy
• able to work under pressure with strong time and project management skills and the ability to manage and control multiple priorities and competing deadlines
• team player with ability to work with colleagues from different functions and business units, and in a culturally diverse environment

• LI-UBS

About us

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.