As a Proposal Specialist, you will collaborate closely with business development, investment teams, and various departments within the investment management business to develop high-quality proposal materials. These materials play a key role in supporting the company’s growth objectives.
Key Responsibilities:
- Manage the end-to-end process of creating RFPs (Requests for Proposals), DDQs (Due Diligence Questionnaires), capability documents, and presentations, ensuring timely delivery and high standards.
- Maintain a solid understanding of the company’s systems, teams, products, and processes to create accurate, up-to-date proposal content.
- Ensure that the information databases are well-maintained, precise, and comprehensive.
- Oversee the internal review process for all submissions to guarantee accuracy and adherence to company standards.
- Stay informed of JSE compliance requirements and ensure all submissions meet regulatory guidelines.
- Assist the Compliance Officer with compliance-related matters, including legislation, Exchange Rules, Directives, and taxation requirements.
Experience:
- 3-5 years of experience in the financial services industry, specifically in a technical support or proposal development role, with exposure to RFPs and DDQs.
- A strong interest in financial markets and investment products across asset classes.
- Excellent project management and writing skills, ensuring high-quality deliverables.
Qualifications:
- A Bachelor’s degree in Commerce, Finance, Economics, or a related field.
- Proficient in Microsoft Office Suite, including Excel, PowerPoint, and Word.
Key Competencies:
- Exceptional written and verbal communication skills, as the role involves extensive writing and frequent collaboration with team members to keep proposals on track.
- Strong commitment to teamwork, with a willingness to assist colleagues when needed.
- Ability to prioritize tasks, manage multiple deadlines, and remain organized in a fast-paced environment.
- A quick learner, capable of adapting to new challenges and information.
- Outstanding organizational skills and attention to detail.
- Strong work ethic, self-motivation, and client-focused mindset.
- Structured and methodical working style with a keen eye for detail.
- Intellectual curiosity and the ability to guide teams and drive results, ensuring effective collaboration and decision-making in a dynamic environment.
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