Investment Writer

New Posted 15 February 2024 | London, England, United Kingdom | Leverton Search

Our client is a leading global asset manager, looking for an RFP and Client Service Specialist to join their wider Client Group. This firm is renowned for adopting a pragmatic and a holistic approach to global markets and have earned a reputation in the industry for being entrepreneurial, ambitious and forward thinking.

The role:

· Production of RFPs, RFIs and DDQs across various asset classes. Proposals will be of an excellent quality and produced efficiently within allocated timeframes.

· Working alongside Product Specialist, Client Managers and wider Sales teams to generate proposals and other investment content.

Maintain an in-depth and broad generalist knowledge and understanding of internal systems,

teams, products and processes and attend appropriate internal training sessions where relevant

· Overseeing proposal completion processes all the way from identification to delivery and followed by implementing best practice submissions.

· Effective utilisation of an RFP database and identification of new content to be amended.

Requirements:

· IMC, CAIA or CFA is desirable.

· Qvidian or Loopio database experience would be advantageous.

· ESG knowledge within an Asset Management context is desirable.

· Able to communicate confidently with senior Investment Specialists. They will be a team player, have strong interpersonal skills and possess the ability to establish strong professional relationships with stakeholders.

· Candidates will be required to work in a coherent and methodical manner and communicate with clarity and precision.


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