Purpose of role:<\/p>\n
\tA key role within the Client Solutions team, responsible for the creation, maintenance, and high\u2011quality delivery of proposal collateral including RFPs, DDQs, surveys, capability documents, presentations, and other formal submissions. In this role, you will support the Business Development teams (Retail and Institutional) through acting as a central link between the investment team, operations, compliance, and marketing to ensure the delivery of accurate, timely, compelling, and consistent materials that support asset\u2011raising efforts and enhance the client experience. The role continually seeks opportunities to enhance process efficiency, content consistency, and data integrity.<\/p>\n
Duties and responsibilities:<\/p>\n
\tBe responsible for end\u2011to\u2011end production of RFPs, DDQs, tenders, consultant databases, capability documents and presentations, ensuring on\u2011time, high\u2011quality submissions.
\n\tMaintain content libraries and information repositories; ensure data is accurate, current and complete.
\n\tDraft, update and refine technical marketing material, fact sheets, product documents and client communications to ensure consistent, accurate and professional messaging.
\n\tCoordinate internal reviews with Investments, Compliance, and Operations; ensure submissions follow required review and sign\u2011off processes.
\n\tEnsure adherence to brand standards and applicable regulatory requirements.
\n\tCollaborate with investment, middle office, operations and compliance teams to source accurate data and ensure content consistency.
\n\tEnsure investment and strategy knowledge is current by attending relevant internal investment team and sales meetings.
\n\tMaintain an up-to-date and generalist knowledge of the company which includes understanding of internal systems, teams, products and processes.
\n\tPerform ad hoc business and team projects.<\/p>\n
Required experience:<\/p>\n
\tMinimum 3\u20135 years\u2019 experience in financial services within proposals\/business development associate\/technical marketing.
\n\tStrong exposure to RFPs, DDQs, surveys, tender processes and institutional databases.
\n\tDemonstrated ability to manage multi\u2011stakeholder workflows under tight deadlines.
\n\tExperience collaborating with investment teams and understanding strategies across asset classes.
\n\tExcellent writing, editing and communication skills.<\/p>\n
Required Qualifications:<\/p>\n
\tBachelor\u2019s degree in Commerce, Finance, Economics, Business Science or related field.
\n\tProven proficiency in working with Microsoft Suite (e.g., Microsoft Excel. PowerPoint, Word).<\/p>\n
Key competencies:<\/p>\n
\tExceptional attention to detail, accuracy and structured working style.
\n\tOutstanding written and verbal communication skills.
\n\tHighly organised; able to prioritise, multitask and meet tight deadlines.
\n\tStrong relationship\u2011building skills; collaborative team player.
\n\tProactive, self\u2011motivated, strong work ethic and results\u2011driven.
\n\tHigh learning agility; able to absorb technical information quickly and communicate clearly.
\n\tIntellectual curiosity and commitment to continuous learning.<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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