Lead the completion of RFPs, DDQs, and financial intermediary questionnaires from prospective clients and consultants
Coordinate and contribute to finalist presentations, ensuring content is compelling, accurate, and tailored to the audience
Ensure the proposal management database is current and effectively utilized
Respond to consultant inquiries with professionalism and accuracy
Assist in the maintenance and update of consultant databases by producing accurate information according to specific deadlines and developing tools to optimize the process
Support content governance initiatives, ensuring proposal materials remain accurate, consistent, and up to date across all channels
Participate in peer reviews to uphold quality and consistency across all submissions
Partner with investment and capability specialists to gain a deep understanding of their approaches and articulate them effectively in proposals
Maintain accurate and up-to-date information on the firm, its strategies, and investment teams
Contribute to the development and maintenance of an opportunities tracking dashboard to improve visibility into pipeline and submission activity

Bachelor’s degree in business, finance, marketing, or a related field
3 to 5 years of experience in an investment management firm, consulting firm, pension plan, or related environment
Strong interpersonal skills and a client-focused, collaborative approach
Exceptional writing and editing skills, with experience developing investment proposals
Chartered Financial Analyst (CFA) designation or in the process is considered an asset
Strong analytical mindset and meticulous attention to detail
Advanced proficiency in Microsoft Word, Microsoft PowerPoint, and Microsoft Excel
Familiarity with third-party databases and proposal tools such as eVestment and Responsive is an asset
Ability to work independently while contributing effectively to a team environment

Senior Analyst, Sales Enablement

About this role