Request for Proposal Associate
London, United Kingdom
At Fisher, we pride ourselves on building teams of people with unique perspectives and diverse backgrounds. That’s one reason why we welcome candidates from all majors, and do not require a business or finance degree to work here. We are looking for motivated individuals who want to work for a purpose-driven business and enjoy developing new skills. There are no set career paths at Fisher. When you join us, you have the opportunity to learn, grow, and chart a course for a rewarding, long-term career.
- Full Time
- Level: Associate
- Travel: None
- Salary: Competitive
Collaborative Environment. Ongoing Training & Development. Rewarding Career Progression.
Success Profile
At Fisher, our entry-level service roles demonstrate the following traits, and all are equally important to their success.
- Strong Communicator
- Results Driven
- Trustworthy
- Customer Focused
- Collaborative
- Detail-oriented
Culture
At Fisher, you will find a welcoming and inclusive work environment where you can grow, thrive, and do your best work. Our teams are collaborative and employees are encouraged to work with experienced professionals and managers from different business areas. Award-winning training programs support employees’ ongoing development and success. Our career development offerings include mentoring, internal talent advising, global job shadowing, career counseling, bridge programs, and more.
Outstanding performance is recognized and rewarded at Fisher, and with our open career paths, you have the option to choose your own adventure and explore internal career promotions and opportunities. If you are ready to tackle new responsibilities and grow a rewarding career, Fisher is for you!
Potential Career Path
The role you start in is just the beginning. During your Fisher career you can grow professionally as you grow personally, and explore other opportunities based on new skills and interests. Unlike most other companies, we have open career paths—where you go next in the firm is up to you, and we’ll assist you in getting there.
You can start in an Entry Level Service Role, but after that, you can continue in any of the following departments:
- Client Relationship Management
- People Management
- Project/Program Management
- Analyst
- Legal & Compliance
- Recruiting/Human Capital
- Data & Analytics
- Marketing
- Communications
- Operations
- Sales
- Information Security & Technology
Early Career Success at Fisher Investments
Our Global Benefits
We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options and additional benefits that support your health and financial wellness.
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Health Care
Quality health care packages offered globally, covering you and your qualified dependents.
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Work-Life Balance
We provide various forms of support and flexibility so you can achieve appropriate balance across all your priorities.
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Awards & Recognition
We celebrate achievements and drive a strong culture of recognition across the organization.
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Time Off
Our annual leave packages and country-specific paid holidays help you balance work and free time.
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Retirement Plans
We contribute to your 401(k) retirement or pension plan, and provide access to financial planning tools.
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Career Growth & Development
Learning and development programs and resources support you as you build your Fisher career.
Responsibilities
The Opportunity:
As a Request for Proposal (RFP) Associate at Fisher Investments Europe (FIE), you will partner with the other members of the RFP team on completing the more nuanced and complex in-depth questionnaires (RFPs) for prospective and current institutional clients around the world. Reporting to the FIE RFP Team Lead, you will work with other teams including Relationship Managers (Sales, Service and Consultant), the Portfolio Management Group, the Responsible Investment & Engagement team, amongst others to help create and maintain responses for our international institutional client base. You will be reporting to the Team Leader of the Institutional Request for Proposal team.
This role represents an opportunity to directly lead to the growth and retention of firm AUM.
The Day-to-Day:
- Project manage the RFP process to create and draft written responses regarding Fisher's investment process, strategies, and other questions asked
- Communicate with departments across the firm to provide our prospects, clients and consultants with detailed information about our firm to create new and compelling responses for the RFP Team to use on requests
- Provide internal operational, project and data support for our Institutional Group
- Collaborate with teams across the firm, including Senior Management, Research, Institutional Relationship Managers, Portfolio Management, Investment Operations, IT and more
- Work with the RFP Team Lead on RFP elevations, reviews and troubleshooting
- Create, develop, document and implement workflows and process improvements, including advanced and topic-specific training
- Work on projects to help the Intuitional group put their best foot forward in sales opportunities
Your Qualifications:
- Strong writing skills/communication (preference for 2+ years’ experience with proposal writing)
- Knowledge in capital markets, investment strategies, and the institutional landscape
- Experience using Microsoft Suite
- Demonstrated project management skills, as well as the ability to navigate complex environments
- Ability to interface with various levels of management within the Institutional Group and the Company
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% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
- Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
- $10,000* fertility, hormonal health and family-forming benefit
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy of up to £50 per month
- Employee Assistance Program and other emotional wellbeing services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
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Hear from a Fisher Client Development Associate
"This was my first professional job outside of college, and Fisher has taken me from a college graduate who didn’t have a business or finance background and majored in education to become a savvy businesswoman who is gaining knowledge."
-Caitlind
"The culture, benefits, and mission to better the investment universe were what originally attracted me to Fisher. It feels good to work for a company that always puts their clients’ interests first. Not only are you working for a company who does this, but you are surrounded by a group of employees who share the same common goal."
Caitlind D.
UK Client Development Associate
Fisher Investments
"I started at Fisher as a Client Service Associate working with existing clients. Fisher is a great place to grow a long-term career. I have found fulfillment, upward mobility, stability, rewarding challenges, community, work-life balance, and more! In each role I’ve been in, I’ve learned new skills that continue to build and compound on each other for my next challenge so I can continue to grow."
Maxwell W.
Account Executive Team Leader
Fisher Investments
"I felt incredibly supported during my initial training as a Client Service Associate (CSA). The training program did a great job hitting each type of learning style, which is something I didn’t expect. All of the CSA new hires sat in a training pod with a mentor who was dedicated to helping us learn the role. This gave us the space and confidence to ask questions more frequently."
Rianna S.
Client Service Associate Team Leader
Fisher Investments
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