About Us

What We Offer

Funds

News & Resources

About Us

What We Offer

Funds

News & Resources

Contact

Invest Now

Vacancies

Proposal Specialist (Prescient Investment Management)

Reporting line

Manager: Client Solutions

Location

Steenberg, Tokai

Business Unit

Prescient Investment Management
Apply Now
In this role, you will work closely with business development teams, investment teams and various other teams across the investment management business to create proposal materials to assist in achieving the business’ growth targets.

DUTIES & RESPONSIBILITIES

  • Be responsible for ensuring high quality end to end project management of the RFP/DDQ, capability documents and presentation processes and meeting deadlines thereof.
  • Maintain an up-to-date and generalist knowledge of the company which includes understanding of internal systems, teams, products and processes.
  • Assist in the completion of due diligence documents, requests for proposals for new business and other general information dissemination initiatives.
  • Ensure information databases are maintained, accurate and complete.
  • Ensure all submissions undergo the necessary review processes.
  • Ensure that best practice approach to content management is implemented and shared.
  • Be cognisant of JSE Compliance requirements.
  • Support the Compliance Officer to ensure Compliance with applicable legislation including Exchange Rules and Directives, taxation, etc.

REQUIRED EXPERIENCE

  • Minimum of 3 – 5 years working experience in financial services industry in a technical support role where you have gained exposure to the completion of RFPs, DDQs.
  • An interest in financial markets and investments across all asset classes is essential.
  • Excellent project management and writing skills.

REQUIRED QUALIFICATIONS

  • Bachelor’s degree in commerce (Finance or Economics, or a related field of study) required.
  • Proven proficiency in working with Microsoft Suite (e.g., Microsoft Excel. PowerPoint, Word). 

KEY COMPETENCIES

  • Exceptional written and verbal communication skills (this position requires extensive writing and frequent communication via different mediums with co-workers to keep proposals on schedule.
  • Strong teamwork commitment and willingness to assist others.
  • Ability to prioritize, multi-task and stay ahead of deadlines.
  • An ability to learn quickly.
  • Outstanding organizational abilities.
  • Strong work ethic, self-motivated.
  • Client centric and client service orientation.
  • Structured work style. Able to work accurately and with strong attention to detail.
  • Intellectual curiosity.
  • Proven ability to drive results, ensuring seamless collaboration and effective decision-making in a fast-paced environment.

WHY THIS ROLE?

This is an excellent opportunity to contribute to the growth of the business through supporting the sales teams as well as through continuously looking to enhance efficiencies in the tender and proposal function to ensure consistent messaging and excellent client service. 

INTERESTED?
APPLY NOW

Vacancy Applications

PRESCIENT GLOBAL

WE ARE A MULTINATIONAL BUSINESS.

South Africa

  • South Africa
  • China
  • Ireland

Enquiries

+27 21 700 3600

Please enter to search or esc to cancel

SUGGESTED TERMS

  • Investor Application
  • Stockbroker
  • Factsheet
  • Retirement Fund Solutions

Where exceptional expertise meets meticulous financial services