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Proposal Product Specialist

Legal & General
London, United Kingdom
Competitive salary, benefits and bonus
Closing date
Mar 27, 2023

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Job Function
Marketing and Public Relations
Industry Sector
Finance - General
Employment Type
Full Time
What you'll be doing
  • Taking responsibility for producing and finalising production of responses for the asset class.
  • Working collaboratively with other Proposal Product Specialists and team members from our managed services provider as well as across LGIM, especially the Sales and Investment teams.
  • Developing relationship with associated investment SMEs keeping abreast of developments.
  • Being the interface between Proposal Services team and Investments.
  • Contributing to the development of the assets under management through collaborating with sales team members.
  • Finalising responses for review, using standard, pre-approved content as well as creating new tailored content where necessary.
  • Communicating with business partners and SMEs (e.g., Investment Management, Distribution, Performance Measurement, Legal & Compliance, etc.) to verify appropriateness of content during drafting process.
  • Prioritising your own workload to adhere to the project timeline, highlighting any challenges or resource constraints.
  • Guiding and training (where necessary) junior team members (e.g., Proposal Specialist, Graduate Proposal Specialist) in improving their knowledge of the asset class.
  • Participating in ongoing initiatives to support global business requirements

What we're looking for
  • Financial and technical writing skills
  • Editorial skills, including document layout
  • Prior usage of content management systems (e.g., Qvidian), Client relationship management (CRM) systems (e.g., Salesforce) as well as having a familiarity with data visualisation tools (e.g., Power BI)
  • Knowledge of capital markets and investment management concepts with desire to learn and deepen expertise
  • Understanding of institutional and retail distribution channels; the client segments, their differences, and the proposals process for each
  • Someone who already holds or is willing to work towards Investment Management Certificate (IMC) and Chartered Financial Analyst (CFA) certifications

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