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Proposal Writer, Equity

Job details



Date Posted

6 January 2022



Job Type


Job ID



£70,000 - £80,000


Our client is a boutique investment management house with an established track record. Due to continued business success, they are now looking to recruit a Proposal Writer.

Reporting directly to the Head of Client Services, the Proposal Writer will take responsibility for the following duties:

  • Create high quality RFPs, RFIs and DDQs. Treat each RFP as a project with you as the project manager whilst liaising with the associated Client Service Executive and Investment Specialist/sponsor for input and sign-off
  • Use and support the maintenance of content on the RFP content database with new and improved content
  • Support the Investment Specialist and Client Service Team with initiatives and projects where appropriate
  • Work closely with stakeholders in different functions, including Investment Specialists, Investment Analysts, Client Services, Compliance, Operations, Risk and Performance
  • Develop relationships with the Client Services team and across all other departments

The Proposal Writer will meet the following skillset:

  • Degree educated, IMC or equivalent is desired
  • Experience in Asset Management and knowledge of investment process and concepts
  • Knowledge of ESG and ability to communicate ESG philosophy and processes
  • Detailed knowledge of RFPs, RFI, DDQ and related client documents
  • Understanding of investment products, global markets and client requirements
  • Strong communication skills including presentations, oral discussion and investment writing
  • Strong project management and stakeholder management skills
  • Project and change management skills with ability to identify improvements
  • Highly organised self-starter who flourishes in a high-volume environment and works well under pressure
  • Exceptional attention to detail and strives for continuous improvement


If you believe your experience meets the criteria, please apply with a copy of your CV.

Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.


“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”

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