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Request for Proposal Associate (Entry-Level)

Fisher Investments UK London, United Kingdom


The Opportunity:

The Institutional Group at Fisher Investments Europe (FIE) is looking for an Associate to join the Request for Proposal (RFP) team. Reporting to your Team Leader, as an RFP Associate you'll play an important role in FIIG's sales and service efforts with some of the largest investors in the world by coordinating and working with different teams and departments to complete customised proposals (in-depth questionnaires) for prospective and current clients. Completing an RFP is comparable to managing a small project from start to finish. Content and responses in RFPs use FIIG's proprietary suite of firm information. Additional customising of responses results from working directly with Relationship Managers to understand and address prospective or current client needs. Through this process, you'll develop a large internal network of subject matter experts across departments firm-wide.

The Day-to-Day:

  • Work with other departments to respond to prospective client and client questions about our organisation, strategies, investment philosophy, investment process and more
  • Coordinate the RFP process by managing timelines and expectations with all relevant partners
  • Assist global Relationship Managers in providing unparalleled service to prospective clients and clients by providing accurate and custom firm information
  • Support global expansion programmes as additional strategy and vehicle capabilities are offered
  • Coordinate long-term, impactful projects aimed at driving FIIG's organic growth
  • Additional daily tasks include updating firm profiles in external third-party databases (i.e. eVestment, Morningstar) and completing team-level projects

Your Qualifications:

  • Strong organization skills and an interest in developing your project management skills
  • Motivated to use and improve skills in communication
  • Succeed in balancing timelines and deadlines with multiple team members
  • Interest to learn more about FIIG's business model and investment process
  • Comfortable working with detail and ambiguity

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

  • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
  • 28 days annual leave, increasing to 30 after 5 years of service, with the ability to purchase up to 3 additional days
  • Annual Health Screening for you and your qualified dependents*
  • 9% company pension contribution with an additional company match up to 5%
  • Two Pension Contributions methods to choose from
  • Monthly gym subsidy* and Cyclescheme programme
  • Interest-free season ticket loan available for purchase upon six months of employment**
  • Voluntary worldwide business and leisure travel insurance, including winter sports
  • Two Wellness Programmes (free, confidential and available 24/7)
  • Enhanced maternity pay subject to 12-months continuous service
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.


*Employees responsible for any benefit-in-kind taxes as classed by the HMRC

**Available only to regular full-time employees with at least a 12-month contract