Purpose of role:
A key role within the Client Solutions team, responsible for the creation, maintenance, and high‑quality delivery of proposal collateral including RFPs, DDQs, surveys, capability documents, presentations, and other formal submissions. In this role, you will support the Business Development teams (Retail and Institutional) through acting as a central link between the investment team, operations, compliance, and marketing to ensure the delivery of accurate, timely, compelling, and consistent materials that support asset‑raising efforts and enhance the client experience. The role continually seeks opportunities to enhance process efficiency, content consistency, and data integrity.

Duties and responsibilities:

• Be responsible for end‑to‑end production of RFPs, DDQs, tenders, consultant databases, capability documents and presentations, ensuring on‑time, high‑quality submissions.
• Maintain content libraries and information repositories; ensure data is accurate, current and complete.
• Draft, update and refine technical marketing material, fact sheets, product documents and client communications to ensure consistent, accurate and professional messaging.
• Coordinate internal reviews with Investments, Compliance, and Operations; ensure submissions follow required review and sign‑off processes.
• Ensure adherence to brand standards and applicable regulatory requirements.
• Collaborate with investment, middle office, operations and compliance teams to source accurate data and ensure content consistency.
• Ensure investment and strategy knowledge is current by attending relevant internal investment team and sales meetings.
• Maintain an up-to-date and generalist knowledge of the company which includes understanding of internal systems, teams, products and processes.
• Perform ad hoc business and team projects.

Required experience:

• Minimum 3–5 years’ experience in financial services within proposals/business development associate/technical marketing.
• Strong exposure to RFPs, DDQs, surveys, tender processes and institutional databases.
• Demonstrated ability to manage multi‑stakeholder workflows under tight deadlines.
• Experience collaborating with investment teams and understanding strategies across asset classes.
• Excellent writing, editing and communication skills.

Required Qualifications:

• Bachelor’s degree in Commerce, Finance, Economics, Business Science or related field.
• Proven proficiency in working with Microsoft Suite (e.g., Microsoft Excel. PowerPoint, Word).

Key competencies:

• Exceptional attention to detail, accuracy and structured working style.
• Outstanding written and verbal communication skills.
• Highly organised; able to prioritise, multitask and meet tight deadlines.
• Strong relationship‑building skills; collaborative team player.
• Proactive, self‑motivated, strong work ethic and results‑driven.
• High learning agility; able to absorb technical information quickly and communicate clearly.
• Intellectual curiosity and commitment to continuous learning.

Why this role:
This is an excellent opportunity to contribute to the growth of the business through supporting the sales’ teams, through elevating the quality, accuracy and consistency of proposals and client‑facing materials; enabling efficient collaboration across teams; and enhancing the client experience through disciplined, data‑driven and timely delivery.