Proposal Specialist | Steenberg

SUMMARY:
Proposal Specialist | Steenberg

POSITION INFO:

As a Proposal Specialist, you will collaborate closely with business development, investment teams, and various departments within the investment management business to develop high-quality proposal materials. These materials play a key role in supporting the company’s growth objectives.

Key Responsibilities:

• Manage the end-to-end process of creating RFPs (Requests for Proposals), DDQs (Due Diligence Questionnaires), capability documents, and presentations, ensuring timely delivery and high standards.
• Maintain a solid understanding of the company’s systems, teams, products, and processes to create accurate, up-to-date proposal content.
• Ensure that the information databases are well-maintained, precise, and comprehensive.
• Oversee the internal review process for all submissions to guarantee accuracy and adherence to company standards.
• Stay informed of JSE compliance requirements and ensure all submissions meet regulatory guidelines.
• Assist the Compliance Officer with compliance-related matters, including legislation, Exchange Rules, Directives, and taxation requirements.