Related skills
ai microsoft excel microsoft powerpoint microsoft word proposal management systems📋 Description
- Lead end-to-end client monitoring requests (RFIs, DDQs, ad hoc inquiries).
- Provide SME guidance on investment strategy and product structure.
- Review deliverables for accuracy and alignment with disclosures.
- Identify risks or gaps and escalate as needed.
- Represent the Global Head of CAPS in Dublin for daily leadership.
- Coach and develop team; foster high performance.
🎯 Requirements
- 10+ years in asset management or financial services.
- Significant experience managing RFIs, DDQs, RFPs, or client reporting.
- Leadership experience with collaborative, supportive style.
- Execution and independent management of complex deliverables.
- Stakeholder management across functions and regions.
- Excel, Word, PowerPoint; proposal systems; content databases; AI tools.
🎁 Benefits
- Global exposure across regions and time zones.
- Coaching and professional development opportunities.
- Involvement in process improvement and AI tooling initiatives.
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