Specialist, Investment Proposal
Financial Services, Banking
Minimum Requirements
- Proposition & Product Development
- Investment & Asset Management
- 5-7 years' experience in asset management or a regulated financial services environment, covering request for proposal/due diligence questionaire and bid management, investment proposals, institutional client servicing, and engagement with senior investment and distribution stakeholders
- Articulating Information
- Checking Things
- Documenting Facts
- Establishing Rapport
- Examining Information
- Analysing and Interpreting Information
- Business Administration Skills
- Competitor Analysis
- Data Management
- Knowledge Management
Responsibilities
- To enable asset management growth by leading the development of high quality, accurate and compliant investment proposals and request for proposal responses, translating complex investment capabilities into compelling client ready submissions that support client acquisition, retention and distribution strategy across institutional and retail markets.
