Assist in the sales process by developing, maintaining and distributing clear, accurate, consistent and persuasive firm and product information for use in formal institutional and retail business proposals
Primary responsibilities include the completion of requests for proposals and requests for information for institutional and retail clients to tight deadlines, managing information on consultant databases
Assisting the sales and investment teams and other members of the RFP team with any requests for information they have.
Demonstrate strong writing ability to draft any new content required.
Work with product managers, investment managers and other content owners/ SMEs to ensure accurate, consistent and compelling content
Develop the RFP team's profile with the investment, product management and sales teams; build relationships and develop strong knowledge of products and marketing and sales initiatives.
Participate proactively in team projects and initiatives.
Background & Experience
Financial, English or History based Degree together with 1-3 years relevant industry experience
Keen to study towards or hold the IMC Qualification
Advanced MS Excel, Word, and PowerPoint skills
Ability to work in a fast paced environment and complete tasks that have high visibility
Complete work in a timely manner, often with the constraints of deadlines
Strong attention to detail, flexible with the ability to multi-task
Strong written and verbal communication skills
Demonstrated initiative in problem solving and successful project management
Takes ownership and responsibility for tasks
A passion for learning, professional growth and knowledge sharing
A desire to be part of an entrepreneurial, fast-paced and fun team environment
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted
