We require an experienced person to manage and complete RFI`s, RFP`s and other documents across a broad range of asset classes, related to the growth of new business and the maintenance of existing business.
Core functions:
Our RFP team is an award winning, well established team with a great depth of experience. This is a role for an experienced person to manage and complete RFPs, RFIs, DDQs and other documents across a broad range of asset classes, 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. 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 including fixed income, equities, multi asset, solutions, responsible investment/ESG and real estate.
Key Capabilities:
Skills, capabilities, knowledge and experience required to achieve outputs.
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).
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
Top Skills
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
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