Hiring.fm
ABGlobal

Proposal Writer

Pune, India Full time

Summary

AllianceBernstein’s (AB) Client Response Center (CRC) Team is in search of a Proposal Specialist to play an integral role in client service and retention efforts through the completion of Due Diligence and Onboarding Questionnaires, Contract Renewal/Sub-Advisory Questionnaires and RFIs (DDQs) for AllianceBernstein’s retail and institutional clients worldwide. Projects will be primarily client servicing-related and include both standard and customized client DDQs. The Proposal Specialist will write and review Luxembourg Retail DDQs which cover multiple funds, including our Multi-Asset Strategies, and require skillful handling and thorough understanding of all traditional and alternative asset classes and also of the nuances of Luxembourg fund platforms. A secondary focus area of the Proposal Specialist would be DDQs covering AB’s OEIC, Hedge Fund and Canadian Investment Trust Platform. The Proposal Specialist will also be responsible for writing, maintaining in repository and customizing for DDQs an identified universe of language and data. The topics under Proposal Specialist’s purview would relate to AB’s OEIC, Hedge Fund and Canadian Investment Trust Platform level language. The Proposal Specialist will be expected to work directly and effectively with CRC Management, other RFP Writers and various other Senior Subject Matter Experts (SMEs) from across the firm for writing assigned DDQs and maintaining the assigned language. The Proposal Specialist will also contribute, where needed, to other firm and operational DDQs based on bandwidth.

How You Will Grow

This is an exciting opportunity for you to grow -- to further increase your expertise and knowledge of various asset classes and fund platforms by handling challenging multi-fund, multi-asset DDQs for some of the firm’s largest and most strategically important clients invested with the firm through its various platforms. You will work directly with AllianceBernstein’s highly experienced internal subject matter experts to write and manage such DDQs, and you will be empowered to maintain and customize existing language, and develop new language,  for the topic areas under your purview. Having full ownership of these projects and topic areas will further deepen and broaden your technical expertise in the intricacies of each topic, positioning you as a subject matter expert yourself.

Job Description

Specific responsibilities include but are not limited to:

  • Write Multi-Asset and Multi-fund DDQs and Work on Firm level Requests: Work on multi-asset, multi-fund DDQs and firm operational DDQs.
  • Produce High Quality Drafts: Ensure high quality drafts which follow AB specific best practices related to content and style.
  • Customize: Ensure final documents are customized to reflect nuanced and targeted responses to the specific client request.
  • Handle Follow-ups: Handle follow-up questions from the client associated with previously completed DDQs, including researching responses as needed and coordinating with CRC Management and other Senior SMEs firmwide for the additional information needed.
  • Maintain OEIC, Hedge Fund and Canadian Investment Trust Platform level language: It is the Proposal Specialist’s one of core responsibilities to keep OEIC, Hedge Fund and Canadian Investment Trust Platform level language fully updated and compliance-approved in the response repository (Responsive).
  • Customize Language: Customize existing language and develop new language to answer technical due diligence questions as needed.
  • Understand Best Practices: Understand the AB policies, procedures and best practices for providing responses and reporting information in our DDQs.
  • Understand Systems and Sources: Establish processes for and stay up-to-date on the systems, documents, websites and internal resources available to access the necessary information to complete DDQs.
  • Stakeholder Management: Show high degree of independence and professionalism in managing all internal stakeholders, including all communications with these stakeholders, so as to maintain long term and productive engagements.

Job Qualifications & Key Attributes

The ideal candidate will have:

  • Experience: 2-4 years of due diligence and/or RFP writing experience with a 2 to 5 years of overall experience. Sound knowledge of various asset classes and fund platforms.
  • Track Record of Execution: Must be an excellent and highly productive writer of technical investment material. Must be able to handle multiple different projects simultaneously to meet tight client deadlines. 
  • Strong Initiative and Judgment: Must demonstrate initiative and good judgment as well as the ability to work well under pressure, within time constraints, and across time zones. Must be able to interact directly and effectively with multiple internal Senior SMEs across the firm.
  • Exceptional Attention to Detail: Must be highly organized and have strong attention to detail. 
  • Strong Industry Knowledge: Knowledge of GIPS regulations, Composite requirements, and global Fund marketing regulations.
  • Technical Knowledge: Expert-level knowledge of full MS Office Suite required, but especially Word and Excel.
  • Technology-Forward: Preference will be given to candidates with strong experience in leveraging technology, including new and emerging AI technology, to complete DDQ drafts in as fast and efficient a manner as possible. Experience with the Responsive software a strong plus.
  • College education: MBA/MS/MA. CFA (L1 Cleared or higher) would be added advantage.

About AllianceBernstein

AllianceBernstein is a global investment-management firm that embraces innovation to help our clients achieve their financial goals. Our distinctive insights fuel a broad range of investment strategies and our commitment to responsibility drives us to create better outcomes for our clients and for the communities in which we live and work. With over 4,000 employees across 54 locations, operating in 27 countries and jurisdictions, we work every day to earn our clients’ trust, whether they’re individual investors or the world’s top institutions.  At AB, we are fully invested in you. We invest in one another and put an emphasis on developing diverse talent with unique viewpoints. We provide an environment where colleagues are encouraged to speak with courage and conviction to bring new ideas to the table and think creatively to solve problems. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

Client Group Overview

The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of these areas:

Sales and Client Services: Works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth.

Global Business Development: Is the conduit to the firm’s investment teams and supports our clients and internal business partners through investment platform and product content, messaging, competitive analysis, education, and materials (including RFPs) required for both new business development and client servicing. Client Response Center: Within the GBDO, the Client Response Center – where this role is located -- handles the completion of all client and consultant servicing deliverables for the firm, including but not limited to DDQs, custom commentaries, ESG Engagement Reports, Data Reports, and other technical servicing documents. Maintains all firm-level and Platform-level language and data used in both RFPs and DDQs.

Product Development: Designs, develops, and manages the firm’s global line-up of investment services and considers clients’ evolving needs to identify new opportunities.

Marketing: Promotes the firm and its services by creating, packaging, and distribution content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events.

Business Transformation: Looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability.

Pune, India