Investment Proposal Specialist joining the IWD RFP team at Nordea Asset Management. Preparing high-quality responses, collaborating with various stakeholders, and improving RFP processes.
Responsibilities
Prepare and coordinate high-quality and timely responses to RFPs and DDQs for institutional and discretionary clients, with a particular focus on Fixed Income strategies;
Collaborate closely with sales, product management, investment teams, and other stakeholders across NAM;
Ensure responses are accurate while being commercially impactful;
Contribute to the continuous improvement of RFP processes, tools and content frameworks with a focus on AI-driven efficiencies;
Proactively manage your internal clients (sales, Country Heads) and stakeholders (portfolio managers, portfolio specialists, senior management, etc.) in order to ensure a smooth RFP delivery process and issue management;
Build and maintain a strong understanding of NAM’s investment capabilities and product offering with key focus on the multi-asset/risk premia and systematic capabilities;
Requirements
3+ years of experience in a similar role (RFP specialist, investment writer or proposal specialist) within asset management or other financial services areas
Master’s degree in Finance, Economics, Business Administration, Law or a related field
Excellent written and spoken English
Strong writing and editing skills, with the ability to clearly communicate complex investment topics
Strong interest in asset management and financial markets
Proven ability to prioritise tasks, meet deadlines and maintain high quality standards
Comfortable learning and working with new tools and systems and able to identify opportunities to use AI tools in your day-to-day
Benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Job title
Investment Proposal Specialist – Fixed Income Strategies
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