Work with the UBP Asset Management division’s RFP Team (Request For Proposal) to fuel the global institutional business generation. Craft convincing tender documents and questionnaires from asset owners and allocators.
Challenges
Ramp fast on UBP’s strategies and the Team’s workflow to contribute from day one.
Bring asset management background with genuine interest across asset classes (long-only and alternatives).
Show a bias for action: learn quickly, dive in and deliver on time.
Main responsibilities
Complete institutional RFPs and questionnaires with clear, compliant, compelling responses.
Maintain and optimise consultant databases to maximise discoverability and coverage.
Keep flagship fund due diligence materials current and standardised.
Orchestrate inputs across Investments, Compliance, Risk and Ops to deliver timely, complete proposals.