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