Proposal Product Specialist

1 month ago

London, United Kingdom Legal & General Investment Management Full time

Reference
- VN-25161Role Type
- PermanentLocation
- LondonSalary
- Competitive salary, benefits and bonusClosing Date
- 24 March 2023Your role at a glance
- Due to growth in our RFP/Proposals team, we are looking for 2 Proposal Product Specialists to join the team to focus on one of our main asset classes.You will be co-ordinating, creating, and delivering responses for Request for Proposal (RFPs), Due Diligence Questionnaire (DDQ), and other external client-related requests for the asset class, which accurately and favourably represent the organisation and the related investment products and services to prospective and existing clients and their advisers.

These people will also be leading the process of responding to new business and external client retention requests for the asset class. Typically focussing on high complexity questionnaire/submissions, lead preparation and completion of responses for review by SMEs using standard and newly created content. Ensuring responses are approved in line with deadlines for delivery.

What you'll be doing
- Taking responsibility for producing and finalising production of responses for the asset class.
- Working collaboratively with other Proposal Product Specialists and team members from our managed services provider as well as across LGIM, especially the Sales and Investment teams.
- Developing relationship with associated investment SMEs keeping abreast of developments.
- Being the interface between Proposal Services team and Investments.
- Contributing to the development of the assets under management through collaborating with sales team members.
- Finalising responses for review, using standard, pre-approved content as well as creating new tailored content where necessary.
- Communicating with business partners and SMEs (e.g., Investment Management, Distribution, Performance Measurement, Legal & Compliance, etc.) to verify appropriateness of content during drafting process.
- Prioritising your own workload to adhere to the project timeline, highlighting any challenges or resource constraints.
- Guiding and training (where necessary) junior team members (e.g., Proposal Specialist, Graduate Proposal Specialist) in improving their knowledge of the asset class.
- Participating in ongoing initiatives to support global business requirements

What we're looking for
- Financial and technical writing skills
- Editorial skills, including document layout
- Prior usage of content management systems (e.g., Qvidian), Client relationship management (CRM) systems (e.g., Salesforce) as well as having a familiarity with data visualisation tools (e.g., Power BI)
- Knowledge of capital markets and investment management concepts with desire to learn and deepen expertise
- Understanding of institutional and retail distribution channels; the client segments, their differences, and the proposals process for each
- Someone who already holds or is willing to work towards Investment Management Certificate (IMC) and Chartered Financial Analyst (CFA) certifications

**Benefits**:

- When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave.

You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of - both for our own products and at a range of high street stores and online offerings.

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