Proposal Executive

3 weeks ago

United Kingdom Rathbones Group Plc Full time

Company description:

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.

Job description:

Job Title: Proposal Executive

Department: Marketing and Communications

Location: London

Contract Type: 12 month Fixed Term

The Role
  • Manage the successful completion of online due diligence portals and Due Diligence Questionnaires for Rathbones Asset Management to win new business and retain existing business for the firm with a view to ultimately increasing the firms AUM.
  • Provision of accurate and timely data to external third parties and platforms.
  • Build and maintain strong working relationships with stakeholders both internally and externally.
  • Seek ways to enhance efficiencies and streamline processes in relation to data provision via automation or process improvements.
  • Liaise with key business stakeholders of varying levels of seniority (from analysts and SMEs to Fund Managers and CIO).
  • Support the development of Qvidian system.
  • Prioritise and manage workload efficiently, ensuring timely delivery of tasks.
  • Adhere to underlying RFP process ensuring consistent communication with stakeholders and compliance with internal review processes.
Outcomes of the Role
  • Timely and accurate data on due diligence portals and completion of Due Diligence Questionnaires.
  • Streamline processes to ensure efficient use of time and resource.
  • Collation/manipulation of quantitative and qualitative data from various stakeholders and warehousing this data in accordance with procedures for each given task.
  • Solid working relationships across Rathbones Asset Management and externally.
Knowledge, Skills and Experience
  • Excellent attention to detail
  • Understanding of asset management, particularly funds
  • Ability to review, analyse and interpret complex information from multiple sources
  • Excellent interpersonal skills and the ability to develop productive relationships and to tailor approach to individuals to get the best outcomes
  • Ability to work independently, manage multiple projects simultaneously
  • Strong literary skills
  • Experience working with financial data, preferably fund data
  • RFP experience is desirable
  • Experience working in an asset management firm/fund house

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