Job
Description
Role Overview: As a Senior Proposal Specialist at the Client Response Center (CRC) Team, you will be a key player in enhancing client service and retention efforts globally. Your primary focus will involve completing various questionnaires and requests for information for both retail and institutional clients, with an emphasis on client servicing-related projects, particularly standard and customized client Due Diligence Questionnaires (DDQs). Key Responsibilities: - Write complex DDQs for equity products platform and firm operational DDQs - Ensure high-quality drafts following Firm-specific best practices - Customize responses to reflect specific client requests - Handle follow-up responses and coordinate with internal stakeholders for additional information - Maintain and update language for equity platform and European entities - Customize existing language and develop new content as needed - Understand and implement best practices for DDQ responses - Stay updated on systems, documents, and internal resources for completing DDQs - Manage internal stakeholders professionally for productive engagements - Review and provide guidance to Mid-and Junior Specialists/Writers Qualifications: - 5-7 years of due diligence and/or RFP writing experience - Sound knowledge of equity asset class and asset management firm operations - Strong writing, multitasking, and time management skills - Initiative, good judgment, and ability to work under pressure - Exceptional attention to detail and organizational skills - Familiarity with portfolio management terms and GIPS regulations - Expert-level proficiency in MS Office Suite, especially Word and Excel - Experience with technology and AI tools for efficient DDQ drafting - MBA/MS/MA degree; CFA (L1 Cleared or higher) certification preferred Additional Details: This role offers an exciting opportunity for you to expand your expertise in the equity asset class and asset management business. By collaborating with internal subject matter experts and guiding junior team members, you will deepen your technical knowledge and enhance your leadership skills. Furthermore, you will have the chance to work on challenging projects for strategic clients, contributing to the growth and success of the team. Location: Pune, India Role Overview: As a Senior Proposal Specialist at the Client Response Center (CRC) Team, you will be a key player in enhancing client service and retention efforts globally. Your primary focus will involve completing various questionnaires and requests for information for both retail and institutional clients, with an emphasis on client servicing-related projects, particularly standard and customized client Due Diligence Questionnaires (DDQs). Key Responsibilities: - Write complex DDQs for equity products platform and firm operational DDQs - Ensure high-quality drafts following Firm-specific best practices - Customize responses to reflect specific client requests - Handle follow-up responses and coordinate with internal stakeholders for additional information - Maintain and update language for equity platform and European entities - Customize existing language and develop new content as needed - Understand and implement best practices for DDQ responses - Stay updated on systems, documents, and internal resources for completing DDQs - Manage internal stakeholders professionally for productive engagements - Review and provide guidance to Mid-and Junior Specialists/Writers Qualifications: - 5-7 years of due diligence and/or RFP writing experience - Sound knowledge of equity asset class and asset management firm operations - Strong writing, multitasking, and time management skills - Initiative, good judgment, and ability to work under pressure - Exceptional attention to detail and organizational skills - Familiarity with portfolio management terms and GIPS regulations - Expert-level proficiency in MS Office Suite, especially Word and Excel - Experience with technology and AI tools for efficient DDQ drafting - MBA/MS/MA degree; CFA (L1 Cleared or higher) certification preferred Additional Details: This role offers an exciting opportunity for you to expand your expertise in the equity asset class and asset management business. By collaborating with internal subject matter experts and guiding junior team members, you will deepen your technical knowledge and enhance your leadership skills. Furthermore, you will have the chance to work on challenging projects for strategic clients, contributing to the growth and success of the team. Location: Pune, India
