RFP Assistant Manager/Manager
Fidelity International
Taipei , Taiwan
4天前

Department Description

The Asia Pacific ex Japan RFP Support team is responsible for producing Request For Proposal (RFP), Request For Information (RFI), Due Diligence Questionnaires (DDQs) and similar documentation for Fidelity’s clients across the Asia Pacific (ex Japan region).

In support of the Institutional business, the RFP Support team aims to deliver timely, accurate and effective RFPs that support Fidelity’s strategies being shortlisted in client searches.

RFP Support also plays an important role in the retention and servicing of other clients across all distribution channels, including Wholesale, Defined Contribution and Fidelity’s open architecture funds platform.

Purpose of your role

Reporting to the Head of RFP Support, Asia Pacific ex-Japan, this role is part of a team of five specialist RFP writers who are responsible for the co-ordination and production of pre- and post-sales materials in support of our regional institutional and wholesale sales and marketing teams.

This output manifests itself in a variety of formats dependent on the needs of the business including :

  • Providing support to the business development and asset retention activities of Fidelity in Asia Pacific ex-Japan through the completion of client requests (RFPs / RFIs / DDQs / etc.
  • This involves writing detailed responses to questions contained within these requests and project managing the information gathering and questionnaire completion process

  • Responses to Asia Pacific-based ad hoc requests through the provision of knowledge management services
  • Extraction of performance and attribution data from relevant internal databases
  • The RFP Specialist / Manager will liaise closely with many Fidelity departments both in Europe and Asia in order to ensure that the appropriate information on the products to be showcased is updated promptly and accurately and provides the appropriate marketing messages.

    As the role involves sourcing and maintaining information on a wide variety of topics, this is an excellent opportunity for a well-motivated team player with an eye for detail to gain an in-depth knowledge of Fidelity’s products and investment process and to work closely with Fidelity’s sales channels across the region.

    Key Responsibilities

  • With input from a broad range of departments, research, compile and write high quality written RFP / RFI outputs and associated documents for institutional and wholesale markets across AP markets ex-Japan
  • Act as a knowledge hub on Fidelity corporate and product information for AP, answering ad hoc queries from internal clients in a detailed and accurate fashion
  • Maintain and manipulate databases and other relevant sources to produce accurate outputs
  • Experience and Qualifications Required

  • Degree-qualified in a Finance / Business-related discipline
  • Excellent written and oral skills in English
  • Attention to detail and a high level of quantitative and qualitative accuracy
  • Show evidence of excellent applied knowledge of the investment industry and markets, as well as a developed understanding of investment products and portfolios (retail and / or institutional funds) and how asset management firms operate
  • Self-motivated and enthusiastic - well organised, reliable, capable and able to prioritise and handle multiple deadline-oriented projects
  • Able to mix strategic thinking with practical hands-on application
  • A dynamic individual who is willing to accept new challenges and changes, with a high level of responsibility, adaptability and flexibility
  • A team player who can support others
  • Ability to communicate effectively and work with people located at all levels within the firm
  • Persistent yet personable with strong cultural sensitivities when dealing with overseas Fidelity offices
  • PC literacy Word, PowerPoint and Excel in particular
  • Comfortable with the Fidelity corporate values
  • Desirable additional skills and experience Understanding of the dynamics and behaviour of clients within the different channels where Fidelity does business in Asia Pacific ex-Japan : asset consultants, fund research firms, retail banks, private banks, insurance companies, etc.
  • Familiarity with and ability to calculate performance measurement (including GIPS)Familiarity with fund analysis tools (e.

    g. Lipper, Morningstar)Literacy with investment data services including Bloomberg & Datastream

    Fidelity International offers investment solutions and services and retirement expertise to more than 2.4 million customers globally.

    As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term.

    Operating in more than 25 locations and with $479.9 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

    Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance.

    Together with our Investment Solutions & Services business, we invest $371 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

    Find out more about what we do, our history, and how you could be a part of our future at

  • Data as of 31 March 2020
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