Related skills
content management excel powerpoint stakeholder communication proposal management๐ Description
- End-to-End Execution: Prep, coordination, and timely delivery of requests.
- Pipeline Management: Manage a high-volume pipeline of concurrent requests.
- Cross-Functional Collaboration: Coordinate with product, legal, risk, and ops for approvals.
- Content Quality & Consistency: Align responses with messaging; flag inconsistencies.
- Product & Strategy Knowledge: Build knowledge of investment strategies to support deliverables.
- Process Improvement & Content Management: Improve processes and maintain content libraries.
๐ฏ Requirements
- 5+ years in asset management or financial services with RFIs/RFPs.
- Proven ability to work under tight deadlines in fast-paced environments.
- Highly organized, detail-oriented, with a focus on quality.
- Advanced Excel, Word, and PowerPoint; experience with proposal systems.
- Strong collaboration and ability to independently lead deliverables.
- Clear written communication; translate complex concepts for clients.
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