Investment Proposal Writer

Job Description

Purpose

Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations.

Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding,  banking transactions, Investments, credit & digital solutions.

Work closely with Operations and other support functions to deliver positive outcomes for clients.

Accountabilities

• Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times

• Responsible for all aspects of clients servicing and service engagement plans.  To include leading client service review visits to support and improve client experience

• Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction.

• Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams

• Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk related activities

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.

• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes

• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.

• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.

• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.

• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.

• Take ownership for managing risk and strengthening controls in relation to the work done.

• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.

• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.

• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.

• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.

• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Investment Proposal Writer | Barclays | London

Join the Investment Consultants team at Barclays Private Bank in London and help win new investment mandates. You’ll write and coordinate responses to Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) for external investment consultants and prospective clients, including charities, family offices and ultra-high-net-worth individuals.

Working with portfolio managers and investment specialists, you’ll see how multi-asset discretionary portfolios are built, monitored and explained to clients. The role suits candidates with around one to two years’ relevant experience. We welcome applicants completing a graduate programme and those with transferable experience in proposal writing or investment support.

Key responsibilities:

• Draft and tailor RFP and DDQ responses and other investment materials to address each consultant’s or prospective client’s requirements.
• Work with the portfolio analytics team to check portfolio figures and turn investment data into clear charts and commentary.
• Coordinate contributions from portfolio managers, investment advisers, risk and compliance colleagues, responsible investment specialists and client teams. Manage deadlines and track reviews and approvals through to submission.
• Support relationships with investment consultants by gathering information and preparing responses to follow-up questions.

Essential criteria:

• Strong written and verbal communication skills, including the ability to explain investment strategies and portfolio information clearly and concisely.
• Strong analytical and numerical skills, with confidence using Excel to check and interpret data and PowerPoint to present it clearly.
• Good organisation and attention to detail, with the ability to manage overlapping deadlines and coordinate input from several teams.
• An interest in financial markets and investment management.

Desirable criteria:

• Experience writing proposals, responding to RFPs or DDQs, or working in an investment environment.
• An understanding of discretionary portfolio management across multiple asset classes.
• Familiarity with responsible and sustainable investing.
• A relevant investment qualification, such as the IMC, IAD or CFA, or study towards one.

This role is based in London.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.