Investment Proposal Specialist

1 day ago


Edinburgh, Edinburgh, United Kingdom Core-Asset Consulting Ltd Full time
Job Title: Investment Proposal Specialist

We are seeking an experienced Investment Proposal Specialist to join our team in Edinburgh. This is a 12-month fixed term contract opportunity.

Key Responsibilities:

  • Manage the full proposal process, from initial receipt to final submission, ensuring all deadlines are met.
  • Lead on strategic and complex proposals and due diligence questionnaires.
  • Coordinate and collaborate with internal departments to gather necessary information and inputs for proposals.
  • Conduct quarterly and annual client due diligence updates and reviews.
  • Monitor and track RFP status, reporting on outcomes and providing insights for continuous improvement.
  • Assist with maintenance of databases and ensure Qvidian content library is up-to-date.

Requirements:

  • Previous experience working within investment management industry.
  • IMC qualified or equivalent preferred.
  • Excellent attention to detail.

Benefits:

  • Hybrid working model.
  • Attractive benefits package.

The salary for this role is approximately £45,000 - £55,000 per annum, depending on experience.



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