AO/Senior Proposal Writer

Summary

Firm s Client Response Center (CRC) Team is in search of a Senior 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 DDQs. The Senior Proposal Specialist will write and review complex firm/entity level operational DDQs covering various topics including risk, compliance, cybersecurity and operations. The Senior Proposal Specialist will also be responsible for writing, maintaining in repository and customizing for DDQs an identified universe of language and data. The topics under Senior Proposal Specialist s purview would relate to Firm s firm level language including but not limited to each of the relevant areas mentioned above. The language universe would specifically cover the Firm parent entity. A secondary focus area of the Senior Proposal Specialist would be US Retail DDQs which cover multiple funds and managed accounts (SMAs) and require skillful handling and thorough understanding of all traditional and alternative asset classes and also of the nuances of US fund platforms and the operational delivery of managed accounts. The Senior Proposal Specialist will be expected to work directly and effectively with CRC Management, other RFP Writers and various other Senior Subject Matter Experts (SMEs) from across the firm for writing assigned DDQs and maintaining the assigned language. The Senior Proposal Specialist would also be responsible for reviewing the work of, guiding and training the assigned Mid-Senior and Junior Specialists/Writers working on firm/operational and multi-fund DDQ s.

How You Will Grow

This is an exciting opportunity for you to grow -- to further increase your expertise and knowledge of the operations and functioning of an asset management firm and understanding of the asset management business by working at a large, global asset manager handling challenging firm, operational and multi-fund 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, and 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:

Job Qualifications & Key Attributes

The ideal candidate will have: