Proposal Specialist

LMA Recruitment Ltd
£40k - £50k pa
19 Oct 2016
17 Nov 2016
Contract Type
A new opportunity has become available at an Investment Firm for a Proposal Specialist.

Duties to include:
- Prepare accurate, complete first drafts and polished final submissions that successfully move the firm to the next stage of the client's selection process.
- Implement the team's best practice proposal process in each project, applying it appropriately depending on the complexity of the individual project.
- Review all documents relating to new projects when assigned, to identify and capture all relevant requirements.
- Work with Product Management and other business partners to prepare detailed proposal content that supports the agreed strategy.
- Consistently follow defined processes for use of the RFP KnowledgeBase.
- Ensure on-time delivery of each submission according to recipient's requirements for electronic and/or hard copies.
- Ensure all appropriate approvals are received for each submission and document each step taken.
- Make edits and revisions, verifying accuracy and ensuring all changes are captured appropriately in final version.
- Where assigned to other Proposal Specialist's submissions; review for written style, grammar, punctuation, consistency, accuracy and compliance with clients' original guidelines.
- Identify new or updated content, distinguishing between opportunity-specific customization and generic content
- Fully and accurately complete RFP Tracker project details for approval by Proposal Supervisor/Regional Manager.
- Complete other tracking tools as assigned.
- Ensure SharePoint project files are complete and accurate throughout the duration of each project, enabling submissions to be quickly and smoothly re-assigned in the event of Business Continuity or Disaster Recovery requirements.

The candidate will have:

* Demonstrated asset management proposal experience, preferably in a global environment. Additional general financial services or asset management experience is highly desirable.
- Detailed understanding of institutional and retail asset management, plus good knowledge of financial markets globally.
- Broad product knowledge, across equity, fixed income, real estate and alternatives

This is a permanent position that the client is willing to pay up to £45,000pa depending on experience.