RFP Associate

Description

Our client is a respected and values-driven investment management firm. Due to continued business growth, they are now looking to recruit an RFP Associate to join their dynamic Market Development team on a permanent basis.

This is a fantastic opportunity for a content or bid writer – from financial services, the charity sector, or another regulated industry – who is looking to transition into investment management and build a career in a specialist writing and communications role.

Reporting to the Consultant Databases and RFPs Manager, the RFP Associate will take responsibility for the following:

• Crafting tailored, high-quality responses to RFPs, RFIs, and due diligence questionnaires
• Working with subject matter experts across investment, compliance, legal and operations to gather accurate, insightful content
• Supporting the creation of pitch and presentation materials for client meetings and new business proposals
• Ensuring all documents are well-written, visually polished, and aligned with brand and compliance standards
• Updating content libraries, consultant databases, and supporting the maintenance of proposal tools (e.g. Qvidian)
• Contributing ideas to improve the efficiency, tone, and impact of written materials
• Managing deadlines across multiple projects in a fast-paced, collaborative environment

The successful candidate will demonstrate the following:

• Prior experience in a bid writing, proposal writing, or content creation role — ideally within financial services, consultancy, or the not-for-profit sector
• Outstanding written English, with the ability to interpret complex information clearly and professionally
• Strong organisational and project management skills; able to prioritise and work across multiple deliverables
• Proficiency in Microsoft Office (Word, PowerPoint, Excel); experience with proposal software (e.g. Qvidian) is a plus but not required
• A collaborative and curious mindset, with a genuine interest in learning about investments and financial markets

This is an ideal opportunity for a communications-focused professional looking to transition into the investment management space. The company offers hands-on training, exposure to investment professionals, and a strong culture of development and inclusion.

If you believe your experience meets the criteria, please apply with a copy of your CV.

Please note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.