Open to work
CHARLOTTE PRIOR
RFP and Data Manager
London
Summary
Experienced RFP and Data Manager with a solid track record in managing RFP processes and data governance. Skilled in optimising project efficiencies and supporting sales initiatives. Committed to ensuring data integrity while driving organisational success in investment products and strategies
Overview
1
1
Certification
12
12
years of professional experience
Work history
RFP & Data Manager
GIB Asset Management
London
2025.02 - Current
- Led and transformed RFP & Data Management function, establishing structure, governance, and scalable processes to support business growth.
- Implemented and optimised RFP platform (Responsive), building centralised content library and significantly improving response efficiency, consistency, and turnaround times.
- Completed 65+ high-quality RFP submissions within first 10 months, contributing directly to 4 successful mandate wins and 1 final-stage onsite due diligence meeting.
- Designed and standardised Due Diligence Questionnaires (DDQs) across multiple investment strategies, enhancing consistency, quality of responses, and ease of updates. This were regularly updated and available at all times for Sales team.
- Partnered closely with Sales team to deliver tailored RFPs, DDQs, and ad hoc client questionnaires, strengthening client engagement and supporting new business opportunities.
- Supported Head of Consultant Relations in completing consultant questionnaires, contributing to increased consultant engagement and facilitating additional follow-up meetings.
- Owned and managed all third-party databases and distribution platforms, ensuring accurate, consistent, and timely data across all channels.
- Improved data completeness and quality across databases from ~70–80% to 95%+, significantly enhancing firm's profile, discoverability, and credibility with investors and consultants.
- Played key role in cross-functional working group to onboard products onto leading UK platforms, expanding market reach and improving accessibility for investors.
- Established robust data governance processes to ensure accuracy and alignment of all product, ESG, and firm-level data across internal and external systems.
Trade Finance Executive
GIB Asset Management
London
2020.11 - 2026.05
- Lead on-going recovery of GIB AM's trade finance fund and segregated portfolios (81% recovery achieved to date) .
- Supported daily communication with external and internal stakeholders.
- Utilised dimension system for accurate tracking of live positions.
- Prepared regular reports for clients' board and other stakeholders.
Communications and Sustainability Executive
GIB Asset Management
London
2023.01 - 2025.02
- Lead all internal communications across firm.
- Coordinated external events to promote organisational objectives.
- Supported monthly reporting to evaluate effectiveness of communication strategies and campaigns.
- Helped analyse website traffic using GA4.
- Created internal and external communications, including marketing collateral using Adobe Creative Cloud and Canva.
- Aided in planning and executing campaigns, including sponsored initiatives.
- Maintained Google Business and other search engine pages.
- Managed sustainability reporting from writing to design and publication.
- Contributed to identifying, planning, and implementing sustainability strategies and corporate targets.
Trade Finance Analyst
GIB Asset Management
London
2018.06 - 2020.11
- Led management of GIB AM's Trade Finance middle office operations.
- Monitored and maintained trade finance fund and portfolios.
- Assisted credit officers in managing credit exposure and risks.
- Facilitated collection of KYC and AML information.
- Coordinated daily communication with external and internal parties.
- Reported regularly to clients' boards and other stakeholders.
- Contributed to development of sustainability processes for trade finance products.
Non-Traded Operations Clerk
National Bank of Kuwait
London
2017.07 - 2018.06
- Assisted in processing minimum of 5 letters of credit per week by managing opening, advising, amending, cancelling, discounting, and payment tasks.
- Oversaw phases of loan administration, such as opening, rolling, extending, early repayment, and closure.
- Supported document checks for payments and communicated with customers regarding necessary documentation.
- Created and verified swift messages in Aqua for financial transactions.
- Handled opening, amending, cancelling, and payment processes for all guarantees.
- Manage aspects of reimbursements, including opening, receiving, and processing claims.
- Assist in claiming organisational reimbursements efficiently.
- Support commodity trades for dealing room and input liability journals into system (Equation).
- Assisted with syndicated loans by applying instructions and communicated with agency bank regarding payments.
- Collaborated with account officers to provide customer information and support ad-hoc requests.
- Performed reconciliation of suspense accounts.
- Logged, filed, audited, and archived all safe custody documents.
- Facilitated maintenance of customer relations to ensure satisfaction.
- Assisted with regular KYC and CDD processes to support compliance.
- Passed journal entries.
Trade Finance Clerk
Bank of India
London
2014.09 - 2017.06
- Assisted in opening, amending, and closing buyer's credits and bills for collections.
- Maintained up-to-date records and prepared monthly reports for branch manager and internal auditor.
- Checked documents under documentary credits against governing rules and guidelines.
- Facilitated process of foreign cheque collections.
- Created swift and telex messages in bank's system.
- Supported reconciliation of 2 nostro accounts on daily basis.
- Managed customer relations to ensure satisfaction through regular KYC and CDD.
- Worked effectively and efficiently under reasonable supervision.
- Completed other ad-hoc duties as assigned by manager.
Education
Certificate - Professional Digital Marketing
CIM
United KingdomInvestment Management Certificate - Investment Environment
CFA
United Kingdom 2001.04 - 2019
Investment Management Certificate - Investment Practice
CFA
United Kingdom 2026 -
Skills
- RFP & Due Diligence Management: End-to-end RFP processes, DDQs, use of RFP platforms, and CRM (Salesforce)
- Investment Content & Product Expertise: Investment writing, content development, and knowledge of products and strategies
- Data & Reporting Oversight: Data governance, integrity, ESG and regulatory reporting, and third-party databases
- Stakeholder & Market Engagement: Sales support, consultant relations, and understanding of UK platform/distribution landscape
- Project & Process Management: Strong project management, deadline adherence, and continuous process improvement/optimisation
- Cross-Functional Collaboration: Working across teams to deliver consistent, high-quality outputs
- Technical & Analytical Skills: Microsoft Office proficiency and strong attention to detail
- Core Professional Strengths: Organisation, prioritisation, resilience, adaptability, and ability to perform under pressure
Accomplishments
- Young Trade Financier of the Year - International Trade and Forfaiting Association - 2019
- Employee Representative through Collective Consultation, chosen by peers - 2026
Certification
Mental Health First Aider (2022 to present)
References
References available upon request.
Work preference
Work Type
Full timeLocation preference
HybridACTIVITIES
- Leading numerous initiatives at GIB Asset Management, such as the Volunteer Initiative, Reverse Mentorship Programme, Mental Health Campaign and Social Community (2019 to present)
- Treasurer/Trustee of Accessible Counselling and Therapy (2022 to present)
Timeline
RFP & Data Manager
GIB Asset Management
2025.02 - Current
Communications and Sustainability Executive
GIB Asset Management
2023.01 - 2025.02
Trade Finance Executive
GIB Asset Management
2020.11 - 2026.05
Trade Finance Analyst
GIB Asset Management
2018.06 - 2020.11
Non-Traded Operations Clerk
National Bank of Kuwait
2017.07 - 2018.06
Trade Finance Clerk
Bank of India
2014.09 - 2017.06
Investment Management Certificate - Investment Environment
CFA
2001.04 - 2019
Certificate - Professional Digital Marketing
CIM
Investment Management Certificate - Investment Practice
CFA
2026 -