Job Description

This is a role for an experienced RFP proposal specialist to manage and complete RFPs, RFIs, DDQs and other documents related to a) the growth of new business, b) the maintenance of existing business; to respond to ad hoc requests, to maintain the content database and manage ad hoc team projects, as required.

To be successful in this role you will have

The Senior Proposal Specialist will need to have experience completing documents for an active asset manager, be credible with portfolio managers, and be a self-starter. A good grounding in institutional business with experience in completing complex documents for opportunities across both traditional and alternative asset classes focusing primarily on fixed income and real estate, plus some equities, multi asset and responsible investment/ESG.

Essential:

Strong experience in institutional RFP writing for active strategies in the asset management industry; Understanding of a broad range of asset classes, including ESG focused strategies. Proven RFP compilation, editing, proof reading and analytical skills; High level of numeracy and comfortable manipulating data; Strong PC literacy (MS Word, Excel, PowerPoint); Logical and pragmatic approach to completing requests; Willingness to follow processes and adopt new procedures; Proactive approach to maintaining information flow within the team; Excellent written English and application of English grammar; Exceptional attention to detail in all areas; Strong project management skills, comfortable acting as the point-person on large tenders working alongside multiple stakeholders across the business; Good communicator: mature approach to stakeholder management and building effective working relationships within the firm; An understanding of the commercial aspect of the role; Ability to work under pressure and manage a deadline orientated, varied workload; Committed team player with a positive attitude and an exceptional work ethic.

Desirable:

Ability to use and maintain content database - Qvidian Preferably threshold competent (i.e. have completed, or studying for, IMC exam or equivalent).

Working Relationships:

External: Limited contact with prospects, consultants and third-party providers


Internal: Sales, Consultant Relations, Boston RFP team, Risk, Client Reporting, Client Service, HR, Marketing, Product Development, Performance, Compliance, Legal, Senior Executives, Client Portfolio Managers, Portfolio Managers and others

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.


We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.


Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.


We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Marketing/Product Management