Senior Proposal Specialist

Posted Yesterday
Be an Early Applicant
London, Greater London, England
Senior level
Fintech
The Role
The Senior Proposal Specialist will oversee RFPs, RFIs, and DDQs, focusing on institutional asset management while enhancing business growth, managing content databases, and collaborating with various stakeholders. Key responsibilities include RFP writing, data manipulation, and effective communication within the team.
Summary Generated by Built In

Our RFP team seeks an experienced Senior Proposal Specialist to manage RFPs, RFIs, DDQs, and other documents across both traditional and alternative asset classes.


In this role you will be responsible for supporting new business growth, maintaining existing business, responding to ad hoc requests, and managing the content database and team projects. You must have experience within an active asset manager, credibility with portfolio managers, and a strong background in institutional business across traditional and alternative asset classes including fixed income, equities, multi asset, ESG, and real estate.

Key Capabilities:

Essential:

Strong experience in institutional RFP writing for active strategies in the asset management industry;
Understanding of a broad range of asset classes (preferably including real estate) and 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).

    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

    The Company
    Minneapolis, MN
    16,649 Employees
    On-site Workplace
    Year Founded: 1894

    What We Do

    Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.

    We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.

    Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.

    Learn how you can build your career at Ameriprise Financial.

    *Ameriprise Financial Q2 2020 Statistical Supplement

    All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.

    By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

    Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

    Similar Jobs

    Alimentiv Logo Alimentiv

    Senior Proposal Specialist

    Healthtech • Pharmaceutical
    Remote
    London, Greater London, England, GBR
    481 Employees
    36K-60K Annually

    Remitly Logo Remitly

    ASO Specialist

    eCommerce • Fintech • Payments • Software • Financial Services
    London, Greater London, England, GBR
    2700 Employees

    ServiceNow Logo ServiceNow

    Customer Success Manager - Guided Plus

    Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
    Hybrid
    Staines, Surrey, England, GBR
    26000 Employees

    Nexthink Logo Nexthink

    Customer Success Engineer

    Artificial Intelligence • Big Data • Information Technology • Software
    Hybrid
    Manchester, Greater Manchester, England, GBR
    1051 Employees

    Similar Companies Hiring

    EDGE Thumbnail
    Software • Fintech • Financial Services • Analytics
    Chicago, IL
    20 Employees
    Bectran, Inc Thumbnail
    Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
    Schaumburg, IL
    51 Employees
    MassMutual India Thumbnail
    Insurance • Information Technology • Fintech • Financial Services • Big Data
    Hyderabad, Telangana

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account