Proposal Executive

3 weeks ago


London, 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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