Entité
Premier gérant d'actifs européen parmi les 10 premiers acteurs mondiaux [1], Amundi propose à ses 100 millions de clients - particuliers, institutionnels et entreprises - une gamme complète de solutions d'épargne et d'investissement en gestion active et passive, en actifs traditionnels ou réels.
Ses six plateformes de gestion internationales [2], sa capacité de recherche financière et extra-financière, ainsi que son engagement de longue date dans l'investissement responsable en font un acteur de référence dans le paysage de la gestion d'actifs.
Les clients d'Amundi bénéficient de l'expertise et des conseils de 5 300 professionnels dans 35 pays. Filiale du groupe Crédit Agricole, Amundi est cotée en Bourse et gère aujourd'hui plus de 2 000 milliards d'euros d'encours [3].
Amundi, un partenaire de confiance qui agit chaque jour dans l'intérêt de ses clients et de la société.
[1] Source : IPE « Top 500 Asset Managers » publié en juin 2022 sur la base des encours sous gestion au 31/12/2021
[2] Boston, Dublin, Londres, Milan, Paris et Tokyo
[3] Données Amundi y compris Lyxor au 31/03/2022.
En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion et plaçons l'humain au cœur de toutes nos transformations. Tous nos postes sont ouverts aux personnes en situation de handicap.
Référence
2025-97240
Date de parution
20/03/2025
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
Responding to Requests For Proposals (RFP) and For Information (RFI) promoting Amundi existing suitable product(s), or proposing a bespoke investment solution responding to the risk/return objectives and guidelines. In both cases, it implies describing the proposed strategy and its specific features, investment process and philosophy, historical performance, management team, risk mitigation process, trading, competitive advantages in different market cycles etc. Day-to-day responsibilities include:
- Coordinate the company’s resources in order to respond to RFPs. This involves to follow the RFP process by defining internal deadlines, identifying the sources of information and highlighting the most important aspects of the proposal in order to convey high quality answers
- Work in close relationship with a large panel of stakeholders within Amundi (senior sales directors, senior portfolio managers, product specialists, etc.) in order to gather all relevant contributions and formulate, in a clear manner, adequate investment solutions
- Structure our company’s answers to RFPs by applying a marketing approach aimed at promoting Amundi competitive advantages
- Prepare sales representatives and portfolio managers for the delivery of high quality pitches: competitive analysis, rehearsals, pitch book preparation, Q&A sessions
- Ensure feedback is received after completion of the RFP and participate in the action plans that would help us improve our offer and processes
- Update standard RFP wordings and tools and contribute to the team’s transversal projects
- Write the building blocks of a content management database based on interviews, procedures and marketing presentations (company, research, investment teams, investment process etc).
The RFP team (Request For Proposals) ultimate goal is to win new mandates and/or assets for Amundi, serving the Sales on a global scale.
RFPs can be submitted by any institution with its own significant assets under management and requiring assistance for investment, such as pension funds, insurance companies, financial institutions (for distribution purposes or for proprietary trading), corporations, national governments or governmental organisations etc.
Strong understanding of the Asset Management environment across institutional and retail channels with good knowledge of financial markets globally
Full professional proficiency in French and English. Supplemental language skills in another language Italian German are a plus.
Proficient with statistical information, able to understand data and use it to provide evidence in support of written statements
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