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 :
This involves writing detailed responses to questions contained within these requests and project managing the information gathering and questionnaire completion process
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.
Experience and Qualifications Required
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