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Proposal Writer, Equity

Mason Blake

London

On-site

GBP 40,000 - 80,000

Full time

30+ days ago

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Job summary

An established boutique investment management house is seeking a Proposal Writer to join their dynamic team. This role involves creating high-quality RFPs, RFIs, and DDQs while managing projects and collaborating closely with various stakeholders, including Investment Specialists and Client Services. The ideal candidate will possess a strong background in asset management, excellent communication skills, and a keen attention to detail. This is an exciting opportunity to contribute to a successful firm and enhance your skills in a fast-paced environment, making a significant impact on client engagement and service delivery.

Qualifications

  • Degree educated with experience in Asset Management and investment processes.
  • Strong project management and stakeholder management skills required.

Responsibilities

  • Create high-quality RFPs, RFIs, and DDQs as a project manager.
  • Support the Investment Specialist and Client Service Team with initiatives.

Skills

Asset Management
Project Management
Stakeholder Management
Strong Communication Skills
ESG Knowledge
Attention to Detail
Investment Writing

Education

Degree Educated
IMC or Equivalent

Job description

Our client is a boutique investment management house with an established track record. Due to continued business success, they are now looking to recruit a Proposal Writer.

Reporting directly to the Head of Client Services, the Proposal Writer will take responsibility for the following duties:

  1. Create high quality RFPs, RFIs and DDQs. Treat each RFP as a project with you as the project manager whilst liaising with the associated Client Service Executive and Investment Specialist/sponsor for input and sign-off.
  2. Use and support the maintenance of content on the RFP content database with new and improved content.
  3. Support the Investment Specialist and Client Service Team with initiatives and projects where appropriate.
  4. Work closely with stakeholders in different functions, including Investment Specialists, Investment Analysts, Client Services, Compliance, Operations, Risk and Performance.
  5. Develop relationships with the Client Services team and across all other departments.

The Proposal Writer will meet the following skillset:

  1. Degree educated, IMC or equivalent is desired.
  2. Experience in Asset Management and knowledge of investment process and concepts.
  3. Knowledge of ESG and ability to communicate ESG philosophy and processes.
  4. Detailed knowledge of RFPs, RFI, DDQ and related client documents.
  5. Understanding of investment products, global markets and client requirements.
  6. Strong communication skills including presentations, oral discussion and investment writing.
  7. Strong project management and stakeholder management skills.
  8. Project and change management skills with ability to identify improvements.
  9. Highly organised self-starter who flourishes in a high-volume environment and works well under pressure.
  10. Exceptional attention to detail and strives for continuous improvement.

If you believe your experience meets the criteria, please apply with a copy of your CV.

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