Taking responsibility for producing and finalising production of responses for the asset class.
Working collaboratively with other Proposal Product Specialists and team members from our managed services provider as well as across the firm, especially the Sales and Investment teams.
Excellent knowledge of fixed income.
Develop understanding of investment philosophy, processes, and performances.
Develop relationship with associated investment SMEs to keep abreast of developments.
Be the interface between Proposal Services team and Investment Management teams.
Contribute to the development of the assets under management through collaborating with sales team members.
Communicate clearly and timely with business partners, SMEs, and sales team members, especially the opportunity managers.
Be the point of contact in the Proposal Services team for active fixed income; and provide technical support and other assistance to the rest of the Proposal Services team on the asset class products.
What you'll be doing
??
Response coordination, development, and delivery:
Lead preparation and finalisation of responses for review, using standard, pre-approved content as well as creating new tailored content where necessary.
Communicate with business partners and SMEs (e.g., Investment Management, Distribution, Performance Measurement, Legal & Compliance, etc.) to verify appropriateness of content during drafting process.
Prioritise own workload to adhere to the project timeline, highlighting any challenges or resource constraints.
Database content management:
Following defined processes:
Collaborate with Content Manager to create, curate, and refresh content for their investment discipline.
Use content management database to locate and use the correct content for assigned questionnaires/submissions.
Use templates and database-related tools as appropriate.
Utilise the feedback function to share details of updates.
Review and approval:
Track all responses for receipt of appropriate approval and document stages.
Review own work and that of Proposal Specialist (junior) against external client requirements and best practice guidelines for written style, grammar, punctuation, and consistency.
Building relationships:
Represent the firm to digital portals (e.g., DOOR, Invest Connect, etc.) and identify and coordinate internal resources to support the engagement.
Guide and train (where necessary) junior team members (e.g., Proposal Specialist, Graduate Proposal Specialist) in improving their knowledge of the asset class.
Build effective working relationships with colleagues and business partners.
Develop understanding of external clients and their requirements, the firm???s investment products, and distribution and product management priorities.
Use relationships and understanding of these areas to develop responses to news business/external client retention requests.
Other:??
Participate in ongoing initiatives to support global business requirements, such as training, reporting, and tools or systems development and maintenance.
May actively propose/use automation tools, including supporting content retention refreshes and quality checks involving strategic vendors.
What we're looking for
Financial and technical writing skills
Editorial skills, including document layout
MS Office suite, including Words, Excel, Powerpoint, and Access