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 fixed income.
• 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 active fixed income; and provide technical support and other assistance to the rest of the Proposal Services team on the asset class products.

What you'll be doing

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Response coordination, development, and delivery:

• 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.

Database content management:

• Following defined processes:
• 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.
• Utilise the feedback function to share details of updates.

Review and approval:

• Track all responses for receipt of appropriate approval and document stages.
• Review own work and that of Proposal Specialist (junior) against external client requirements and best practice guidelines for written style, grammar, punctuation, and consistency.

Building relationships:

• Represent the firm to digital portals (e.g., DOOR, Invest Connect, etc.) and identify and coordinate internal resources to support the engagement.
• Guide and train (where necessary) junior team members (e.g., Proposal Specialist, Graduate Proposal Specialist) in improving their knowledge of the asset class.
• Build effective working relationships with colleagues and business partners.
• Develop understanding of external clients and their requirements, the firm???s investment products, and distribution and product management priorities.
• Use relationships and understanding of these areas to develop responses to news business/external client retention requests.

Other:??

• Participate in ongoing initiatives to support global business requirements, such as training, reporting, and tools or systems development and maintenance.
• May actively propose/use automation tools, including supporting content retention refreshes and quality checks involving strategic vendors.

What we're looking for

• Financial and technical writing skills
• Editorial skills, including document layout
• MS Office suite, including Words, Excel, Powerpoint, and Access
• Any other editing tools
• Content management systems, e.g., Qvidian
• Client relationship management (CRM) system, e.g., Salesforce
• Familiarity with data visualisation tools, e.g., Power BI
• Organisational skills and adaptability to work under pressure, manage workloads to deadlines, and tight turnarounds
• Collaborate with team members to drive improvements in related processes and procedures
• Knowledge of capital markets and investment management concepts with desire to learn and deepen expertise
• Understanding of institutional and retail distribution channels; the client segments, their differences, and the proposals process for each
• Collaborate with critical partners to complete responses
• Manage internal clients
• Understanding of the firm???s organisational structure, product offerings, and clients

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