This role is to provide an India based RFP capability for Columbia Threadneedle’s EMEA and APAC business, reporting locally as well as to the Head of Core Assets, RFP based in London (UK). Our EMEA/APAC RFP team is an award winning, well established team with a great depth of experience and this is a role for an experienced person to manage and complete RFPs, RFIs, DDQs and other documents across a broad range of actively managed asset classes, related to a) the growth of new business, b) the maintenance of existing business; to respond to ad hoc requests, to maintain qualitative content, and manage ad hoc team projects, as required.
The role is important as you will be a representative of the RFP team outside Europe and US, and this carries with it some extra duties such as understanding the regional differences between Asian countries, training of new (Asia based) sales staff in our request process as needed, and liaising with all parts of the business globally. Channels supported: wholesale, institutional, insurance, for all locations within the Group. You will attend weekly meetings with European based RFP team by Teams link.
The Proposal Specialist will need to have experience completing documents for an active asset manager, be credible with senior sales executives and portfolio managers, and to be a self-starter. A good grounding in institutional business is essential, and experience in completing documents for opportunities involving responsible investment, solutions, fixed income and multi asset RFPs would also be an advantage.
Key Responsibilities
- Strong experience in institutional RFP writing for active strategies in the asset management industry
- Proven RFP/DDQ compilation, editing, proof reading and analytical skills. Proactive approach to maintaining the information flow within the RFP team and key stakeholders
- Ad hoc data projects and RFPs / DDQs requests, as required
Qualifications
- Bachelors in commerce and/or MBA in Finance
- 7-10 years’ experience within an asset management group, ideally within institutional RFP/DDQ in active asset management
- Familiarity with a broad range of asset classes (especially active fixed income) and investment strategies
- Proficient in MS Word, MS Excel, PowerPoint
- Excellent written English, with the ability to proof-read, improve language and tailor responses as needed
- Excellent communication skills, comfortable liaising with internal team (sales, consultant relations, RFP team, product managers, CPMs, PMs, etc.) and external team (consultants and third party providers) and building strong working relationships across the business
- Logical and pragmatic approach to completing requests. Able to operate with a minimum amount of supervision whilst being risk aware. Ability to work both as part of a team as well as independently. Team player with a positive attitude and a strong work ethic
- Willingness to follow established processes, adopt new procedures, and to keep learning; Proactive approach to maintaining the information flow within the RFP team and key stakeholders
- Very fine attention to detail. Exceptional project management and time management skills, comfortable managing a varied, deadline-driven workload
- Ability to ‘think outside the box’ and to own and critically review own work
- Ability to use content database – Qvidian will be preferred
- Preferably threshold competent (i.e. have completed, or studying for, IMC exam or equivalent)
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Timings
(11:30a-8:00p)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Marketing/Product Management
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
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Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
