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Global Client Services, RFP Workflow Coordinator, Analyst, Based in London

Type:
Full Time
Location(s):
  • London, England EC2M 2AE, United Kingdom
  • 201 Bishopsgate, England EC2M 3AB, United Kingdom
Date Posted:
Salary:
Job Posting End Date:
2025-06-30-07:00
Job ID:
R250500000
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Overview of the Role

The RFP and Due Diligence (RFP/DDS) organization is responsible for completing over 6000 RFPs/DDQs on an annual basis and this role’s primary responsibility is to act as a liaison between the RFP/DDS team’s managers in managing workflow for the global team. In addition, this role will help support the on team reporting need which includes (but not limited to), weekly team pipeline, quarterly, semi-annual and annual team metrics that are shared with internal stakeholders. The individual in this role will also help support team initiatives alongside the Head of the team. This job interacts with RFP management, sales teams and subject matter experts across the business to ensure client and prospect requests are clear and serviced by the proper RFP/DDS channel.


Key Responsibilities and Duties

  • Work closely with RFP/DDS managers in scoping and assigning requests that are received through our team’s workflow tool – Salesforce

  • Schedule and host on-team asset class pod meetings to understand team’s capacity and areas of expertise

  • Responsible for team’s quarterly/annual metric reporting

  • Support special projects on an as needed basis assigned by the Head of RFP/DDS

  • Develops and facilitates relationships with key business partners and stakeholders.

  • Creates and distributes information on improving processes in proposal cycle to team and business partners

  • Develop and facilitate relationships with key business partners and stakeholders.

Technical Skills & Qualifications Required

  • Experience in managing workflow in Salesforce or other technical workflow tool

  • Bachelor’s degree, ideally gained in a related subject i.e. Finance, Economics, Business etc.

  • Broad understanding of Asset Classes and products within Private and Public Markets

  • Demonstrable product/investment knowledge

  • Bilingual language skills advantageous

  • Proficient in Microsoft Word, Excel, and Project and PowerPoint and RFP databases

  • Clear and concise verbal and written communication skills

  • Ability to manage multiple projects while adhering to strict deadlines and producing quality work

  • Experience operating within a large, matrixed asset management organization preferable

  • Strong sales and client service orientation

  • throughout the organization, from technical staff to executive leaders

  • Ability to work with little supervision as well as ability to request supervision or assistance when necessary to meet deadlines.

Work Experience

  • 1-3 years experience

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

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