AO/Senior Proposal Writer AllianceBernstein

5.0 - 10.0 years

0 Lacs

pune, maharashtra

On-site

The Senior Proposal Specialist at the Client Response Center (CRC) Team will be a key player in enhancing client service and retention efforts globally. You will be responsible for completing Due Diligence Questionnaires, Onboarding Questionnaires, Contract Renewal/Sub-Advisory Questionnaires, and RFIs for both retail and institutional clients. Your primary focus will be on client servicing-related projects, including standard and customized client DDQs. You will write and review complex equity asset class and firm/entity level operational DDQs, maintaining and customizing language and data for identified universe of topics. Collaboration with CRC Management, Equity Business Development Teams, RFP Writers, and other Senior Subject Matter Experts will be essential for writing assigned DDQs and maintaining language. You will also guide and train Mid-Senior and Junior Specialists/Writers. This role offers you an exciting opportunity to expand your expertise in the equity asset class and asset management business. You will work with experienced internal subject matter experts, managing challenging equity and firm level DDQs for strategic clients. By taking ownership of projects and topic areas, you will deepen your technical knowledge and enhance your leadership skills by mentoring and developing Mid-and Junior Specialists/Writers. 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 Location: Pune, India,

Posted 1 week ago

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