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Collaboratively working with the team and other colleagues within the global organisation
Developing a strong knowledge of key institutional products and mandates
Proactively organising workload to meet client and internal deadlines
Confidently liaising with the investment product teams and sales relationship teams to determine client requirements
Communicating with senior sales, client service and investment professionals to assess prospect and client needs, understand the firm's strategic advantages in the marketplace, and create proposals that express these advantages to maximum impact.
Tailoring the firm's standard responses, as needed, to ensure that competitive positioning points are communicated relevantly and effectively within each output.
Must have 5 years + experience in the Investment Management industry writing RFPs
Thorough understanding of institutional and/or third party investment management business
In-depth knowledge of institutional investment products and services ideally across multiple distribution channels
Confident communication skills – the role requires regular and effective communication with our internal stakeholders
Strong writing skills
Strong organisational abilities – ability to co-ordinate responses across several departments, work to deadlines, prioritise competing tasks and work on own initiative