- Support end-to-end pursuit strategy and delivery for key investment opportunities
- Manage pursuit delivery end to end, coordinating contributors, deadlines and polished collateral
- Develop, edit and maintain modular assets, templates and centralised investment content
- Work with sales, investment specialists and Design to ensure materials are accurate
- Apply quality controls and content standards to improve consistency, efficiency and reusability
- Build relationships with local practice areas, business development and other stakeholders
- Contribute to continuous improvement in pursuit processes, content library and team knowledge sharing
Requirements
- Relevant experience in qualified services, proposal or pursuit management, sales enablement or client service
- Experience leading complex pursuits and managing proposal production end to end
- Demonstrated ability to work with subject matter experts on technical investment content and client-facing materials
- Good written and verbal communication skills, with the ability to turn technical information into clear client messaging
- Tertiary qualifications in Finance, Investment Management or a related field,
or equivalent experience
- Experience developing modular content, templates and centralised content libraries
- Proficiency in PowerPoint and Word
Core Competencies
Demonstrates expertise in managing end-to-end pursuit strategies and proposal production, with a strong focus on developing modular content and maintaining centralized content libraries. Proven ability to collaborate with stakeholders and subject matter experts to create clear, client-facing materials.
Highest-signal resume keywords
- Pursuit Management
- Proposal Production
- Modular Content Development
- Client Communication
- Stakeholder Collaboration
ATS Optimization Keywords
Hard Skills
- Proposal Management
- Content Development
- Quality Control
- Investment Content Creation
- Technical Writing
Soft Skills
- Written Communication
- Verbal Communication
- Relationship Building
- Team Collaboration
Industry Keywords
- Professional Services
- Sales Enablement
- Client Service
- Investment Management