Global Client Services, RFP Workflow Coordinator, Analyst, Based in London
Global Client Services, RFP Workflow Coordinator, Analyst, Based in London
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Job Description
Overview of the Role
The RFP and Due Diligence (RFP/DDS) organization is responsible for completing over 6000 RFPs/DDQs on an annual basis and this roles primary responsibility is to act as a liaison between the RFP/DDS teams managers in managing workflow for the global team. In addition this role will help support the on team reporting need which includes (but not limited to) weekly team pipeline quarterly semiannual and annual team metrics that are shared with internal stakeholders. The individual in this role will also help support team initiatives alongside the Head of the team. This job interacts with RFP management sales teams and subject matter experts across the business to ensure client and prospect requests are clear and serviced by the proper RFP/DDS channel.
Key Responsibilities and Duties
Work closely with RFP/DDS managers in scoping and assigning requests that are received through our teams workflow tool Salesforce
Schedule and host onteam asset class pod meetings to understand teams capacity and areas of expertise
Responsible for teams quarterly/annual metric reporting
Support special projects on an as needed basis assigned by the Head of RFP/DDS
Develops and facilitates relationships with key business partners and stakeholders.
Creates and distributes information on improving processes in proposal cycle to team and business partners
Develop and facilitate relationships with key business partners and stakeholders.
Technical Skills & Qualifications Required
Experience in managing workflow in Salesforce or other technical workflow tool
Bachelors degree ideally gained in a related subject i.e. Finance Economics Business etc.
Broad understanding of Asset Classes and products within Private and Public Markets
Demonstrable product/investment knowledge
Bilingual language skills advantageous
Proficient in Microsoft Word Excel and Project and PowerPoint and RFP databases
Clear and concise verbal and written communication skills
Ability to manage multiple projects while adhering to strict deadlines and producing quality work
Experience operating within a large matrixed asset management organization preferable
Strong sales and client service orientation
throughout the organization from technical staff to executive leaders
Ability to work with little supervision as well as ability to request supervision or assistance when necessary to meet deadlines.
Work Experience
13 years experience
Company Overview
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes including fixed income listed equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm but also the insights risk management analytics and other tools and resources a truly worldclass platform provides. As a global asset manager our mission is to work in partnership with our clients to create outcomefocused solutions to help them secure their financial future. For more information about the firm please visit our website at
Accessibility Support
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If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800)
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Required Experience:
Exec
Employment Type
Full-Time
