RFP/RFI Writer - Investment Research Domain

Need CFA/FRM qualified with strong asset class products exp. Someone is interested in the RFP role. Excellent communication skills and writing skills + 2+ years experience in RFP or supporting RFP team We can target the team like- performance/ reporting/ Investment research/ portfolio specialist/ compliance with asset class product experience . (Who is open for RFP role)

Principal responsibilities:

- The RFP Writer role is critical to the new business process, playing an instrumental role in the achievement of Asset Management's (AM) growth ambitions.

- The RFP Team leads and completes RFPs, RFIs and Due Diligence Questionnaires (DDQs) for Institutional and Wholesale clients and consultants globally and encompassing a wide and diverse range of asset classes, investment strategies and funds.

- Works closely with internal stakeholders/subject matter experts to ensure high quality articulation to clients of AM's investment philosophy, capabilities, processes, investment vehicles and the firm's competitive advantages.

- Partners with RFP colleagues in other regions to support cross-border RFPs, RFIs and other client documents.

- Support Head of RFP, India, in building the global RFP function.

- This role offers the opportunity to develop advanced RFP skills and knowledge of HSBC's capabilities, working closely with experienced and senior team colleagues, and to take on expanded responsibilities and projects over time.

Qualifications - External

Responsibilities:

- Detailed knowledge of RFPs, RFIs, DDQs and related client documents, including regulations, compliance requirements and delivery processes.

- Sound understanding of investment products and markets and client requirements.

- Good knowledge of performance systems, reporting systems, third-party performance databases and institutional reporting standards (i.e. GIPS).

- Excellent knowledge of MS Office tools.

- Excellent written and spoken English skills. Further language skills, such as French, Italian, German, Chinese or Japanese would also be an advantage, but not essential.

- Strong communication skills in English, including investment writing and oral discussion / presentation.

- Strong project, organisational and time management skills; ability to multi-task on ongoing basis.

- Ability to work effectively in a deadline-oriented environment.

- Ability to manage multiple stakeholders and their sometimes conflicting expectations and requirements.

- Attention to detail, commitment to high quality work standards and the ability to ensure those standards are maintained under time and stakeholder pressure.

- Team player: willingness to share knowledge and also learn from others.

- Leadership spirit to take full responsibility for delivering the documents required; ability to build consensus between departments with different objectives.

- Able to prioritise effectively and maintain positive attitude in fast-moving work situations.