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|Sectors||Sales & Marketing
UK & Regional
Our client, a leading global investment manager, is looking for a Proposal Specialist to join their team in London or Edinburgh. A successful candidate can expect to be responsible for completing RFPs, new business questionnaires and DDQs for clients.
Respond to proposal and client requests by working with Product Management and other business partners to prepare proposal that supports the agreed strategy.
Coordinate review and approval process by editing and revising, verifying accuracy and ensuring all changes are in the final version.
Provide feedback on Knowledgebase content in order to improve quality and accuracy.
Maintain accurate tracking records.
Experience and Qualification Requirements:
Experience in a proposal role within asset management.
Broad product knowledge, across equity, fixed income, real estate and alternatives.
Extensive knowledge of institutional and retail asset management as well as a sound understanding of global financial markets
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