Request For Proposal - Analyst

You are a strategic thinker passionate about driving solutions in Proposal Information Management (RFP/RFI/DDQ), Pre-Sales Enablement, Content Governance. You have found the right team.

As an Analyst within our Proposal Information Management (PIM) Team - Asset Management, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Complete RFP/RFI, DDQ, and consultant database requests for institutional and wholesale clients/prospects with accuracy and timeliness.
• Draft client- and consultant-ready responses covering performance, characteristics, holdings data, and narrative content for equity strategies.
• Leverage firm-approved AI tools to generate first drafts while applying human-in-the-loop judgment and refinement.
• Maintain a centralized, structured content library covering strategies, performance data, compliance information, and legal disclosures.
• Coordinate with product groups, Investment Specialists, and Client Advisors to gather inputs and finalize proposal materials.
• Manage multiple concurrent projects while meeting strict deadlines across regions and stakeholder groups.
• Apply rigorous quality control to identify and correct data, logic, and formatting issues quickly.
• Validate AI-generated outputs against authoritative sources to ensure accuracy and consistency.
• Ensure final deliverables meet client standards, confidentiality expectations, and compliance requirements.
• Communicate clearly and efficiently with cross-regional teams to drive alignment and timely delivery. Improve PIM processes by developing templates, style guidance, best practices, and automation/AI-assisted tooling.

Required qualifications, capabilities and skills

• Hold a post-graduate degree with 2+ years of experience in a similar role within the asset management industry.
• Demonstrate ability to manage competing priorities and deliver under tight deadlines in a high-volume environment.
• Use Microsoft Office (Word, Excel, PowerPoint) effectively for client-ready deliverables.
• Produce precise, high-quality written content with strong verbal communication skills.
• Apply strong awareness of business risk, confidentiality, and compliance procedures in day-to-day work.
• Sustain a strong work ethic with a positive, collaborative mindset.
• Adopt new technologies, including AI-assisted writing and content operations tools, with sound judgment.

Preferred qualifications, capabilities and skills

• Demonstrate understanding of the asset management business, asset classes, and investment products.
• Bring prior experience writing or supporting RFP/RFI/DDQ/consultant database update processes (preferably in asset management).
• Improve content processes through response libraries, style guides, and workflow automation.
• Hold CFA Level 1 (advantage).
• Exhibit financial market awareness and understanding of fund/product concepts.

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.