Senior RFP Specialist
Credit Suisse
Zürich, Region Zurich, Switzerland
vor 5 Tg.

Your field of responsibility

We offer you the opportunity to join Credit Suisse Asset Management to lead the coordination and completion of Requests for Proposal (RFP), Requests for Information (RFI) and Due Diligence Questionnaires (DDQ) for clients and prospects in Switzerland and EMEA.

You will be accountable to further develop the content management framework and maintaining the RFP database (RocketDocs) by overseeing review cycles, collecting and processing information from various subject matter specialists and have the responsibility to write and edit content and responses for investment proposals and DDQs together with Subject Matter Experts (SME) in a timely manner.

Additionally you will drive and lead improvements and production of standard RFP / DDQ documents for CSAM’s investment strategies and get the chance to collaborate and become a strong partner with internal business partners, e.

g. Portfolio Management, Sales, Legal & Compliance, Operations / Finance, Corporate Communication, Risk Management, Trading, HR and other departments and divisions.

As part of this role you will also be responsible to provide an active coverage of external and outsourcing partners such as investment platforms and databases and ensure therigorous adherence to regulatory / legal requirements and approved internal processes

Your future colleagues

As a specialized global asset manager, we take an entrepreneurial approach to sourcing opportunities. We offer targeted solutions across the equity, fixed income, multi-asset, real estate, infrastructure and alternative asset classes, covering a range of approaches and styles.

We employ top investment talents focused on matching the interests and needs of investors to the fast-paced opportunities of tomorrow's markets.

You join a visionary team, whose team spirit and specific expertise guarantee an exciting working environment and growth opportunities.

We are open to discuss flexible / agile working. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.

Your skills and experience

You are the ideal candidate for this role if you possess the

  • A banking or finance-related education and experience in the asset management industry
  • Prior working experience as an RFP Specialist in a Financial institution
  • The ability to produce and edit proposal content within a complex business environment
  • Working experience in database management, in particular RocketDocs is a plus
  • Very high reliability, accurate working methods, a trained eye for details as well as being able work autonomously and in a pressured environment
  • Strong written communication skills, including proofreading ability
  • Hands-on attitude and talent to motivate people around you
  • Excellent organizational / multi-tasking skills and able to work under pressure and tight deadlines
  • High standards in staying in sync with regulations and adhering to deadlines
  • Excellent knowledge of Microsoft Office tools (Word, Excel, Powerpoint)
  • You are fluent in English and German
  • Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work
  • Ms F. Zimmermann would be delighted to receive your application.

    Please apply

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