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Associate Proposal Specialist

Legal & General
London, United Kingdom
Closing date
Mar 28, 2024

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Job Function
Marketing and Public Relations
Industry Sector
Finance - General
Employment Type
Full Time
Company Description

The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients' complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We're focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future.

Job Description

Role overview

The Associate Proposal Specialist will contribute to the co-ordination, creation and delivery of responses to Requests for Proposal (RFPs), Due Diligence Questionnaires (DDQs), and other client-related requests across different asset classes and investment disciplines to support LGIM's commercial objectives. This will require:
  • Strong stakeholder management skills
  • Creativity and intellectual curiosity
  • An understanding of financial markets, investment themes and products
What you'll be doing

Response content coordination, development, and delivery:
  • Assisting senior proposal specialists with the preparation and finalisation of responses for review using standard, pre-approved content
  • Collaborating with business partners and subject matter experts (e.g., Investment Management, Distribution, Performance Measurement, Legal & Compliance, etc.) on content during the drafting process
  • Adhering to project timelines, highlighting any challenges to stakeholders, including senior specialists, opportunity managers, and SMEs.
Support database content management, ensuring updated responses are captured within the Qvidian library:
  • Reviewing and editing proposal documents to ensure accuracy, consistency and clarity
  • Tracking the performance of LGIM's proposals activity, with the aim of continuous improvement
  • Tracking all responses for receipt of appropriate approval and document stages
  • Developing a deep understanding of LGIM's products and solutions, while monitoring macroeconomic developments and industry trends
  • Partnering with colleagues across the Marketing team to generate good client and business outcomes
  • Partnering with colleagues across the Marketing team to generate good client and business outcomes, with a focus on colleagues who oversee consultant databases
  • Ensuring compliance with all Consumer Duty accountabilities, including the responsibility to produce and maintain clear, fair, and non-misleading marketing collateral and client-facing material
  • Ensuring that divisional standards are upheld, and any concerns are promptly escalated to senior management for appropriate action
  • Demonstrating a great risk and conduct culture to support customer and client outcomes, as well as appropriately manage business risk, escalating when appropriate
  • Financial and technical writing skills, particularly any editorial skills preferred but non-essential
  • Previous experience in RFP or a related function desirable
  • Proficient with MS Office Suite required and any other editing tools or content management systems (e.g. Qvidian) would be an additional benefit
  • Project Management and organisational skills or adaptability to work to timelines and manage workloads
  • Any investment knowledge of capital markets or institutional investment would be an added benefit
  • Experience collaborating with stakeholders across disciplines (not necessarily in Investments/Finance)
  • Educated to degree standard and willing to work towards Investment Management Certificate (IMC) and Chartered Financial Analyst (CFA) certifications
Additional Information

When you commit to Legal & General, we'll commit to you too. That means we'll recognise and reward your hard work, your performance and your contribution.

If you join us, you'll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We're also proud to offer competitive family leave.

You'll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of - both for our own products and at a range of high street stores and online offerings.

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we've grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands.

We're all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you'll find a balance that helps you be your best. Empowered by hybrid working, we're supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there's over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

Great minds don't have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.

We don't just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.

We think it's important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.

We all work differently, and have different needs, which is why. we're always open to discussing flexible working arrangements. Likewise, we're committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.

So whoever you are, wherever you are, whatever your story, we'd love to hear from you.

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