RFP-Specialist

Vor 3 Tagen


Zürich, Zürich, Schweiz Ateca Consulting Vollzeit

Urgent requirement for a
RFP-Specialist
, based in
Zurich, Switzerland
for a major financial institution.

Responsibilities

  • Answer Requests for Proposals (RFP) and Due Diligence Questionnaires
  • Liaise with various internal departments and Asset Management teams
  • Maintain product-specific Standard RFPs describing investment strategy characteristics, investment processes, and investment teams
  • Manage the RFP database with company and product information, ensuring regular review and updates by specialist departments
  • Maintain and improve product data on consultant databases
  • Answer inquiries from client relationship managers regarding investment products

Requirements

  • Higher education (University / FH) in Business Administration, Finance, or Economics
  • Basic knowledge of Asset Management is an advantage
  • Excellent Microsoft Office skills
  • Strong ability to prioritise, analyse, and solve problems
  • Hands-on mentality with the ability to work under pressure
  • Ability to collaborate effectively with various stakeholders
  • Strong work ethic, integrity, and high level of accountability
  • Fluency in English and French; German is an advantage

If you are interested and have the skills and experience required, please send your CV to


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