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- Tasks: Create high-quality proposals while managing projects and collaborating with various teams.
- Company: Join a successful boutique investment management house with a strong track record.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a collaborative culture that values innovation and continuous improvement.
- Qualifications: Degree educated with experience in asset management and strong communication skills required.
- Other info: Ideal for organised self-starters who thrive under pressure and seek to make an impact.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a boutique investment management house with an established track record. Due to continued business success, they are now looking to recruit a Proposal Writer. Reporting directly to the Head of Client Services, the Proposal Writer will take responsibility for the following duties:
- Create high quality RFPs, RFIs and DDQs.
- Treat each RFP as a project with you as the project manager whilst liaising with the associated Client Service Executive and Investment Specialist/sponsor for input and sign-off.
- Use and support the maintenance of content on the RFP content database with new and improved content.
- Support the Investment Specialist and Client Service Team with initiatives and projects where appropriate.
- Work closely with stakeholders in different functions, including Investment Specialists, Investment Analysts, Client Services, Compliance, Operations, Risk and Performance.
- Develop relationships with the Client Services team and across all other departments.
The Proposal Writer will meet the following skillset:
- Degree educated, IMC or equivalent is desired.
- Experience in Asset Management and knowledge of investment process and concepts.
- Knowledge of ESG and ability to communicate ESG philosophy and processes.
- Detailed knowledge of RFPs, RFI, DDQ and related client documents.
- Understanding of investment products, global markets and client requirements.
- Strong communication skills including presentations, oral discussion and investment writing.
- Strong project management and stakeholder management skills.
- Project and change management skills with ability to identify improvements.
- Highly organised self-starter who flourishes in a high-volume environment and works well under pressure.
- Exceptional attention to detail and strives for continuous improvement.
If you believe your experience meets the criteria, please apply with a copy of your CV.
Proposal Writer, Equity employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Proposal Writer, Equity
✨Tip Number 1
Familiarise yourself with the specific RFP, RFI, and DDQ processes used in asset management. Understanding these documents inside out will help you demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the investment management sector, especially those involved in client services and proposal writing. Building relationships can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your project management skills by preparing examples of how you've successfully managed similar projects in the past. Be ready to discuss your approach to stakeholder management and how you ensure timely delivery.
✨Tip Number 4
Stay updated on ESG trends and investment philosophies. Being able to articulate your understanding of these concepts will set you apart as a candidate who is not only knowledgeable but also passionate about the industry.
We think you need these skills to ace Proposal Writer, Equity
Some tips for your application 🫡
Understand the Role: Before you start writing your application, make sure you fully understand the responsibilities and requirements of the Proposal Writer position. Tailor your application to highlight how your skills and experiences align with the specific duties mentioned in the job description.
Highlight Relevant Experience: When crafting your CV and cover letter, focus on your experience in asset management, particularly with RFPs, RFIs, and DDQs. Provide specific examples of projects you've managed and how you've contributed to similar initiatives in the past.
Showcase Communication Skills: Since strong communication skills are essential for this role, ensure that your application reflects your ability to write clearly and persuasively. Use concise language and structure your documents logically to demonstrate your writing proficiency.
Emphasise Project Management Abilities: Given the project management aspect of the role, include details about your organisational skills and any relevant project management experience. Mention specific tools or methodologies you’ve used to manage projects effectively.
How to prepare for a job interview at Mason Blake
✨Showcase Your Project Management Skills
As a Proposal Writer, you'll be managing multiple RFPs simultaneously. Be prepared to discuss your project management experience and how you prioritise tasks. Use specific examples to illustrate your ability to handle high-pressure situations and meet deadlines.
✨Demonstrate Your Knowledge of Investment Concepts
Since the role requires a solid understanding of asset management and investment processes, brush up on key concepts. Be ready to explain how these concepts relate to the proposals you'll be writing, and show your familiarity with ESG principles.
✨Highlight Your Communication Skills
Strong communication is crucial for this role. Prepare to discuss how you've effectively communicated complex information in the past, whether through presentations or written documents. Consider sharing examples of successful collaborations with stakeholders.
✨Emphasise Attention to Detail
Given the nature of proposal writing, attention to detail is paramount. Be ready to talk about your methods for ensuring accuracy and quality in your work. You might even want to bring along a sample of your previous work to demonstrate your meticulousness.
