Sales Support Investment Consultant at Northwestern Mutual, guiding advisors through financial planning and products. Delivering training and strategic advice to enhance practice management and advisor engagement.
About the role
- Investment Proposal Specialist joining the IWD RFP team at Nordea Asset Management. Preparing high-quality responses, collaborating with various stakeholders, and improving RFP processes.
Responsibilities
- Prepare and coordinate high-quality and timely responses to RFPs and DDQs for institutional and discretionary clients, with a particular focus on Fixed Income strategies;
- Collaborate closely with sales, product management, investment teams, and other stakeholders across NAM;
- Ensure responses are accurate while being commercially impactful;
- Contribute to the continuous improvement of RFP processes, tools and content frameworks with a focus on AI-driven efficiencies;
- Proactively manage your internal clients (sales, Country Heads) and stakeholders (portfolio managers, portfolio specialists, senior management, etc.) in order to ensure a smooth RFP delivery process and issue management;
- Build and maintain a strong understanding of NAM’s investment capabilities and product offering with key focus on the multi-asset/risk premia and systematic capabilities;
Requirements
- 3+ years of experience in a similar role (RFP specialist, investment writer or proposal specialist) within asset management or other financial services areas
- Master’s degree in Finance, Economics, Business Administration, Law or a related field
- Excellent written and spoken English
- Strong writing and editing skills, with the ability to clearly communicate complex investment topics
- Strong interest in asset management and financial markets
- Proven ability to prioritise tasks, meet deadlines and maintain high quality standards
- Comfortable learning and working with new tools and systems and able to identify opportunities to use AI tools in your day-to-day
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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