drjobs Global Client Services, RFP Workflow Coordinator, Analyst, Based in London

Global Client Services, RFP Workflow Coordinator, Analyst, Based in London

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1 Vacancy
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Job Location drjobs

London - UK

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

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

Related Skills

Accountability Adaptability Business Analysis Business Process Understanding Collaboration Communication Compliance Data Preprocessing DetailOriented Nuveen Products/Services Acumen Project Management Proposal Writing

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

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.

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)

Email:

Privacy Notices

For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.

For Applicants of TIAA Nuveen and Affiliates residing in California please click here.

ForApplicants of TIAA Global Capabilities click here.

For Applicants of Nuveen residing in Europe and APAC please click here.


Required Experience:

Exec

Employment Type

Full-Time

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