Permanent Contract

Senior Analyst, Proposal Management M/F

Modified on 18/12/2023

Job description

What will you do?

Responsible for supporting the delivery of high quality, written due diligence submissions which reinforce and increase the success rate of the business development and ongoing client requirements activities of CACEIS Investor Services (CACEIS IS).
Providing support mainly through due diligences but also helping maintain material for proposals, RFPs and presentations that support for:
o New business opportunities with prospects
o Cross-sell opportunities with existing clients
o Client retention requirements, including due diligence requests.
o Consultant education requirements
The role involves working directly with the global Proposal Management team, Marketing team, Client Coverage team, product teams, and technology teams within CACEIS, and across other RBC divisions as appropriate, to develop accurate, well-positioned narratives with consistent tone of voice and clear visual brand alignment across all client-facing content.
Training on DDQ activity and process
Material database management – ensuring all material is up to date and compliant.
Supporting global PM in client coverage support
Supporting as part of a wider team the delivery of high quality, written due diligence submissions

Starting date

01/02/2024

Position with management

Yes

Minimum level of study

Bachelor Degree / BSc Degree or equivalent

Training / Specialization

· Undergraduate Degree preferred
Exceptional technical writing expertise
Excellent proof reading skills
Attention to detail
Ability to absorb complex information and data, understand relevance, synthesize and summarize
Relationship management, communication and partnership development skills
Project management
Experience managing high visibility projects / initiatives
Creative problem solving skills

Minimum experience level

3-5 years
CACEIS is the asset servicing banking group of Crédit Agricole and Santander dedicated to asset managers, insurance companies, pension funds, banks, private equity and real estate funds, brokers and corporate clients. Through offices across Europe, North and South America, and Asia, CACEIS offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary and fund administration, fund distribution support, middle office outsourcing, issuer services and transfer agent. With 7,000 employees and a large client base, CACEIS is a European leader in asset servicing and one of the major players worldwide By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.