Proposal Specialist, Global Asset Management
Core
Coordinate, develop and deliver high-quality responses to Requests for Proposal (RFPs), Due Diligence Questionnaires (DDQs), and other client enquiries for a global investment management firm.
Role type
Proposal Specialist
Builds
RFP responses, DDQs, and client enquiry materials
Domain
Global Asset Management / Financial Services
Deliverable
client delivery
Required skills
RFP/Proposal coordination, stakeholder partnership, timeline management, database maintenance, content review and editing, process improvement, investment product knowledge
Preferred skills
Financial markets knowledge, industry development awareness