Government Healthcare Financial Manager working with state governments to assess financial reports and improve healthcare purchasing efficiency. Collaborating with team project managers to define project deliverables and manage budgets.
NO
Onsite Investment Proposal Specialist, Multi Asset / Risk Premia / Systematic Strategies
Posted 11 hours ago
About the role
- Investment Proposal Specialist in the asset management industry, preparing responses to RFPs and DDQs. Collaborating with various teams to ensure high-quality client proposals.
Responsibilities
- Prepare and coordinate high-quality and timely responses to RFPs and DDQs for institutional and discretionary clients, with a particular focus on Multi Asset 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;
- Develop expertise in areas such as: Asset management and fund strategies, Sustainability and ESG integration, Risk and performance metrics, Financial instruments and markets, GIPS composites and regulatory requirements.
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
- Professional development opportunities
- Flexible working hours
- Collaborative environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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