Support core sales channels globally (Institutional / Retail / Internal) by delivering high-quality, compelling RFPs, DDQs with accuracy, consistency, and timeliness.
Manage the end-to-end RFP process from initial kick-off to final submission, ensuring quality control, compliance, crafting persuasive and compelling content, and managing critical time path towards delivery.
Coordinate with cross-functional teams and utilize a wide range of tools and sources to gather information/responses for each RFP.
Maintain proper RFP records in respect of housekeeping rules for full audit trail.
Obtain approvals by reviewing proposals with key providers.
Collaborate with peers and SMEs to improve content quality by customization as necessary.
Develop a broad understanding of company's investment products, and attain knowledge of all areas of the company's operation, acquaint with key stakeholders.
Content Admin:
Assist in gatekeeping incoming content changes and checking across the content library for consistency.
Assist in following up with SMEs on ad-hoc and routine update cycles to ensure content library's upkeep with critical changes and accuracy.
Assist in templating and automating tasks within the content library and manage the standard RFPs regular publication.
Data Support:
Assist in quantitative tasks in RFPs and DDQs using a range of proprietary and external software as needed.
Assist in maintaining and updating regular data file delivery (AUM and staff), cross-checking information across various sources to ensure accuracy and consistency.
Assist in maintaining entries in consultant databases as needed.
Contribute to ideas in problem-solving and participate in projects as needed.
Qualifications:
Minimum 4 years of proven investment writing and editing experience in the financial services industry, ideally covering equity, fixed income, and multi-asset classes.
Strong English communication skills, both verbal and written, including technical writing and editing.
Strong numeric (Excel) and demonstrable organizational skills.
Good understanding of investment strategies and general portfolio statistics across asset classes/products.
Self-initiative to manage learning curve.
Working knowledge of RFP/data tools (Responsive, Aladdin, Bloomberg, Morningstar, eVestment Analytics, etc.) is a strong plus.
