RFP/Proposal Specialist

  • £45,000
  • London, England, United Kingdom
  • Permanent, Full time
  • LMA
  • 28 Sep 16

RFP/Proposal Specialist

A new opportunity has become available at an Investment Firm for a Proposal Specialist. Duties to include: • Prepare accurate, complete first drafts and polished final submissions that successfully move the firm to the next stage of the client’s selection process. • Implement the team’s best practice proposal process in each project, applying it appropriately depending on the complexity of the individual project. • Review all documents relating to new projects when assigned, to identify and capture all relevant requirements. • Work with Product Management and other business partners to prepare detailed proposal content that supports the agreed strategy. • Consistently follow defined processes for use of the RFP KnowledgeBase. • Ensure on-time delivery of each submission according to recipient’s requirements for electronic and/or hard copies. • Ensure all appropriate approvals are received for each submission and document each step taken. • Make edits and revisions, verifying accuracy and ensuring all changes are captured appropriately in final version. • Where assigned to other Proposal Specialist’s submissions; review for written style, grammar, punctuation, consistency, accuracy and compliance with clients’ original guidelines. • Identify new or updated content, distinguishing between opportunity-specific customization and generic content • Fully and accurately complete RFP Tracker project details for approval by Proposal Supervisor/Regional Manager. • Complete other tracking tools as assigned. • Ensure SharePoint project files are complete and accurate throughout the duration of each project, enabling submissions to be quickly and smoothly re-assigned in the event of Business Continuity or Disaster Recovery requirements. The candidate will have: • Demonstrated asset management proposal experience, preferably in a global environment. Additional general financial services or asset management experience is highly desirable. • Detailed understanding of institutional and retail asset management, plus good knowledge of financial markets globally. • Broad product knowledge, across equity, fixed income, real estate and alternatives This is a permanent position that the client is willing to pay up to £45,000pa depending on experience.