RFP Proposals and Presentations Executive

Taylor James Resourcing
09 Mar 2018
11 Apr 2018
Contract Type
Full Time

We are looking for a graduate calibre RFP Proposals and Presentations Executive with strong presentations production, proposal writing experience to join a growing Business Development team.

The company is a global Investment management business, so an interest in Investments is essential.

  • Prepare requests for proposals and presentations in conjunction with team members and investment directors for both new prospects and existing clients.
  • Work collaboratively with the team to develop and retain existing clients and build new relationships with prospective clients.
  • Create effective and visually appealing content for use with existing and prospective clients.
  • Interact with prospects and participate in select meetings.
  • Liaise with internal teams to create new marketing and sales-related material. These teams include Legal & Compliance, Operations, Global Business Development, Manager Research, etc
  • Support follow-up efforts to ensure prospect and client movement through the business development pipeline.
  • Maintain prospect lists for the practices.
  • Update CRM system and produce sales reports when required
  • Gather and synthesise research on target markets, prospective clients, competitive intelligence and industry trends.
  • Continue to build investment knowledge by reading research reports, global periodicals and other firm publications. Intellectual curiosity will be a defining characteristic.
  • Work on special ad hoc projects when requested.


  • Experience writing RfP and creating presentation or related work experience is essential
  • Knowledge of institutional investment marketplace and investment management principles
  • Investment experience preferred
  • Strong strategic thinking with excellent organisational and project management skills
  • Strong knowledge of Microsoft suite, with emphasis on PowerPoint and Excel
  • Very strong communication skills with demonstrated writing skills
  • Ability to work on multiple projects simultaneously and to prioritise responsibilities
  • Ability to work in a team-oriented environment
  • BA/BSc required.

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