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.docx / .pdf

Role requirement

Vacancy type

Permanent

Sector

Sales And Marketing

Specialisim

Request for Proposal / Information (RFP & RFI)

Location

Edinburgh

Language skills

English

Job reference No.

15662

Salary

Competitive

Data Published

09/04/2024

Closing date

30/04/2024

Job Description:

Our client has an exciting new role for an experienced Bids Analyst to join their team on a permanent basis in Edinburgh. This role will work with the wider business and is responsible for the completion of RFPs and DDQs. Fantastic opportunity to join a renowned firm in a varied role.

Essential Skills/Experience:

  • 1-3 years of experience in a related role within an investment firm is desireable.
  • Evidence of financial and investment understanding and knowledge e.g. understanding of products and strategies, client service experience or investment consultancy.
  • Degree educated or significant experience within investment industry, or appetite to study.
  • Strong written English skills and ability to interpret and tailor text appropriately.
  • Possess the skill and technical knowledge to interpret data and requirements.
  • Strong project management skills and ability to multi-task.
  • Excel, Word and PowerPoint - advanced proficiency.

Core Responsibilities:

  • Assist the team with the accurate and effective production of RFPs, consultant databases and related documents.
  • Assist with the creation of RFPs and other questionnaires that create a favourable first impression with clients, consultants and prospects.
  • Assist with responses to questionnaires on all topics related to sustainability.
  • Have a working knowledge of approach to sustainability to enable effective responses to related questionnaires.
  • Gather data, collate supporting material, edit text, all within required deadlines.
  • Communicate effectively with all areas of the firm.
  • Review data to ensure accuracy.
  • Assist with the maintenance of master text and in the appropriate and efficient distribution of that text, quarterly.
  • Ensure that procedures are followed and met in regard to approvals and audit requirements.
  • Undertake project work as required.
  • Record related activities on Salesforce

Benefits:

  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15662

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM

Contact

Image
T: 0131 264 0228 M: 07535 897 704
Ellen Davie Consultant, Permanent Recruitment

Ellen has been with Core-Asset Consulting since 2021 and currently serves as a Consultant. With an MA in History from the University of Edinburgh, she brings a strong academic background and a commitment to quality in her recruitment approach.

Specialising in the Wealth sector, Ellen supports roles ranging from graduates to financial planners. She takes immense satisfaction in fostering long-term relationships, and guiding candidates throughout their career journeys. Her consultative approach and meticulous matchmaking ensure exceptional talent tailored to clients' needs, and she is known for the excellent level of service she consistently provides.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Chief Executive Officer

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