Proposal Specialist | Steenberg

Recruiter:

The Recruitment Council

Job Ref:

Proposal Specialist ..

Date posted:

Friday, October 25, 2024

Location:

steenberg, Western Cape, South Africa

Salary:

Market-Related

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.

Experience:

3-5 years of experience in the financial services industry, specifically in a technical support or proposal development role, with exposure to RFPs and DDQs.
A strong interest in financial markets and investment products across asset classes.
Excellent project management and writing skills, ensuring high-quality deliverables.

Qualifications:

A Bachelor’s degree in Commerce, Finance, Economics, or a related field.
Proficient in Microsoft Office Suite, including Excel, PowerPoint, and Word.

Key Competencies:

Exceptional written and verbal communication skills, as the role involves extensive writing and frequent collaboration with team members to keep proposals on track.
Strong commitment to teamwork, with a willingness to assist colleagues when needed.
Ability to prioritize tasks, manage multiple deadlines, and remain organized in a fast-paced environment.
A quick learner, capable of adapting to new challenges and information.
Outstanding organizational skills and attention to detail.
Strong work ethic, self-motivation, and client-focused mindset.
Structured and methodical working style with a keen eye for detail.
Intellectual curiosity and the ability to guide teams and drive results, ensuring effective collaboration and decision-making in a dynamic environment.

Similar jobs you might be interested in:

Proposal Specialist | Steenberg
Location: Steenberg, Western Cape
Salary: Market-Related
proposal specialist | steenberg
20 days ago

Proposal Specialist | Tokai
Location: Capetown
Salary: Market Related
Ignite Business Growth as a proposal specialist – Shape Winning proposals and Drive Success!
23 days ago

Proposal Specialist
Location: Cape Town
Salary: 50000 Monthly
Looking for a deadline- driven proposal specialist with experience working in the financial services industry in a technical support role. Must have completed Bachelors Degree (Commerce / Finance or Economics) with knowledge of financial markets and investments across all asset classes.
27 days ago

Operations Specialist | Cape Town
Location: Capetown
Salary: Market Related
Elevate Your Career: Seeking an Operations specialist to Drive Success in Settlements!
23 days ago

KYC Client Onboarding Specialist | Tokai
Location: Capetown
Salary: Market Related
Join Our Dynamic Team as a KYC Client Onboarding specialist: Drive Excellence in Client Onboarding!
24 days ago

Proposal Specialist | Steenberg

Similar jobs you might be interested in:

Jobseekers

Recruiter

General