Pursuit Manager, Investments
Core
Lead end-to-end pursuit strategy and delivery for key investment opportunities, focusing on clear messaging and efficient processes to improve win rates.
Role type
Pursuit Manager (Investments)
Builds
Proposal materials, opportunity plans, win themes, and client-facing collateral for investment topics.
Domain
Financial Services / Investment Management
Deliverable
product features
Required skills
Pursuit management, proposal production, stakeholder coordination, content development, quality control, process improvement
Preferred skills
Modular content creation, centralised content library management, PowerPoint proficiency
Responsibilities
Lead pursuit planning including opportunity plans and win themes; Manage end-to-end pursuit delivery and coordinate contributors; Develop and maintain modular assets and templates; Apply quality controls to ensure consistency; Build relationships with practice areas to capture subject matter input; Contribute to continuous improvement of pursuit processes.
Seniority
Mid-Senior, hands-on IC