Summary
Firm’s Client Response Center (CRC) Team is in search of a Proposal Specialist to play an integral role in client service and retention efforts through the completion of Due Diligence and Onboarding Questionnaires, Contract Renewal/Sub-Advisory Questionnaires and RFIs (DDQs) for Firm’s retail and institutional clients worldwide. Projects will be primarily client servicing-related and include both standard and customized client due diligence and onboarding questionnaires. The Proposal Specialist will write equity asset class DDQs and firm and operational DDQs. The Proposal Specialist will be responsible for writing, maintaining in repository and customizing for DDQs an identified universe of language and data. The topics under Proposal Specialist’s purview would relate to Firm’s Luxembourg Fund Platform and Firm’s Luxembourg entity. The Proposal Specialist will be expected to work directly and effectively with CRC Management, RFP Writers, Business Development Teams (BD Teams) and other Senior Subject Matter Experts (SMEs) from across firm for writing assigned DDQs and maintaining language. The Proposal Specialist will also be expected to contribute, where needed, to other projects and requests based on available bandwidth.
How You Will Grow
This is an exciting opportunity for you to grow -- to further increase your expertise and knowledge of the equity asset class and the asset management business by working at a large, global asset manager handling challenging equity and firm level DDQs for some of the firm’s largest and most strategically important clients. You will work directly with Firm’s highly experienced internal subject matter experts to write and manage such DDQs. You will be empowered to maintain and customize existing language, and develop new language, for the topic areas under your purview. Having full ownership of these projects and topic areas will further deepen and broaden your technical expertise in the intricacies of each topic, positioning you as a subject matter expert yourself.
Job Description
Specific responsibilities include but are not limited to:
- Write Equity and Firm DDQs: Write DDQs for Firm’s equity products platform and also handle standalone firm and operational DDQs.
- Produce High Quality Drafts: Ensure high quality drafts which follow Firm specific best practices related to content and style.
- Customize: Ensure final documents are customized to reflect a nuanced and targeted response to the specific client request.
- Handle Follow-ups: Handle follow-up responses associated with previously completed DDQs, including researching responses as needed and coordinating with SME and BD Teams for the additional information needed.
- Maintain Luxembourg Funds Platform and Firm’s Luxembourg Entity Language: It is the Proposal Specialist’s one of core responsibilities to keep the Firm’s Luxembourg Funds Platform and Luxembourg Entity language fully updated and compliance-approved in the response repository (Responsive).
- Customize Language: Customize existing language and develop new language to answer technical due diligence questions as needed.
- Understand Best Practices: Understand the policies, procedures and best practices for providing responses and reporting information in our DDQs.
- Understand Systems and Sources: Establish processes for and stay up-to-date on the systems, documents, websites and internal resources available to access the necessary information to complete DDQs.
- Stakeholder Management: Show high degree of independence and professionalism in managing all internal stakeholders, including all communications with these stakeholders, so as to maintain long term and productive engagements.
Job Qualifications & Key Attributes
The ideal candidate will have:
- Experience: 2-4 years of due diligence and/or RFP writing experience with a 2 to 6 years of overall experience. Sound knowledge of fundamentals of equity asset class and the functioning and organization of an asset management firm.
- Track Record of Execution: Must be an excellent and highly productive writer of technical investment material. Must be able to handle multiple different projects simultaneously to meet tight client deadlines.
- Strong Initiative and Judgment: Must have demonstrated initiative and good judgment as well as the ability to work well under pressure, within time constraints, and across time zones. Must be able to interact directly and effectively with multiple internal Senior SMEs across the firm.
- Exceptional Attention to Detail: Must be highly organized and have strong attention to detail.
- Strong Industry Knowledge: Familiarity of key terms used to describe portfolio characteristics and portfolio management styles with an understanding of what does and does not apply to equity portfolios. Knowledge of GIPS regulations, Composite requirements, and global Fund marketing regulations.
- Technical Knowledge: Expert-level knowledge of full MS Office Suite required, but especially Word and Excel.
- Technology-Forward: Preference will be given to candidates with strong experience in leveraging technology, including new and emerging AI technology, to complete DDQ drafts in as fast and efficient a manner as possible. Experience with the Responsive, content and project management software a strong plus.
- College education: MBA/MS/MA. CFA (L1 Cleared or higher) would be added advantage.
Pune, India
