Senior Rfp Specialist

Leads the process of responding to new business and external client retention requests for the asset class. Typically focused on high complexity questionnaire/submissions, lead preparation and completion of responses for review by SMEs using standard and newly created content. Ensures responses are approved in line with deadlines for delivery.

This role will require:

·  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 the asset class or sector represented.

·  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 the asset class; and provide technical support and other assistance to the rest of the Proposal Services team on the asset class products.

QUALIFICATIONS

·  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.

·  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.

·  Track all responses for receipt of appropriate approval and document stages.

·  Represent the firm to digital portals (e.g., DOOR, Invest Connect, etc.) and identify and coordinate internal resources to support the engagement.

·  Participate in ongoing initiatives to support global business requirements, such as training, reporting, and tools or systems development and maintenance.