CLIENT SERVICE ANALYST - RFP

  • Not disclosed
  • Édimbourg, Ecosse, Royaume-Uni
  • CDI, Plein-temps
  • Core-Asset Consulting
  • 04 sept. 17

Core-Asset Consulting's client, a boutique Asset Management house in Edinburgh, has an exciting opportunity for a Client Service Analyst to join its business on a permanent basis.

Job description:

Core-Asset Consulting's client, a boutique Asset Management house in Edinburgh, has an exciting opportunity for a Client Service Analyst to join its business on a permanent basis.

You will play an integral role in the completion of RFPs/RFIs/DDQs and all related questionnaires, on time and to the standard demanded.

Essential:

  • Prior experience in preparing and completing RFPs/RFIs/DDQs within the investment industry
  • An ability, and willingness, to write text for factual reports and/or investment commentary
  • A demonstrable desire to work within a team and to achieve and maintain the highest standards across all forms of communication.
  • Evidence of strong verbal and numeracy skills
  • Highly detail orientated
  • Effective verbal communications skills and ability to communicate comfortably at all levels of firm management
  • Ability to work collaboratively with other departments

Desirable:

  • IMC qualification desired

Core responsibilities:

  • Responding to RFPs/RFIs/DDQs and all related questionnaires, to strive to ensure those responses are accurate and engaging.
  • Gathering data, collating supporting material, editing text and drafting bespoke responses, all within deadline.
  • To help maintain master text and assist in the appropriate and efficient distribution of that text, quarterly.
  • To ensure that the required procedures are followed and met in regard to approvals and audit requirements.
  • Write original investment commentary where required
  • Undertake project work as required.
  • Along with other team members to record all communications related activity and to help ensure that procedures and processes are adhered to.

Benefits:

  • Competitive salary
  • Discretionary bonus
  • Generous pension scheme

Job reference: 9866

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

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