{"id":43389,"date":"2025-02-23T23:59:58","date_gmt":"2025-02-23T23:59:58","guid":{"rendered":"https:\/\/www.whitehattoolbox.com\/jobs\/ao-senior-proposal-writer\/"},"modified":"2025-02-23T23:59:58","modified_gmt":"2025-02-23T23:59:58","slug":"ao-senior-proposal-writer","status":"publish","type":"post","link":"https:\/\/www.whitehattoolbox.com\/jobs\/ao-senior-proposal-writer\/","title":{"rendered":"AO\/Senior Proposal Writer"},"content":{"rendered":"<p><b>Summary<\/b><span class=\"br\"><\/span>Firm\u2019s Client Response Center (CRC) Team is in search of a Senior Proposal Specialist to play an integral role in client service and retention efforts through the completion of Due Diligence Questionnaires, Onboarding Questionnaires, Contract Renewal\/Sub-Advisory Questionnaires and RFIs (DDQs) for Firm\u2019s retail and institutional clients worldwide. Projects will be primarily client servicing-related and include both standard and customized client DDQs. The Senior Proposal Specialist will write and review complex fixed income asset class and firm\/entity level operational DDQs. The Senior Proposal Specialist will be responsible for writing, maintaining in repository and customizing for DDQs an identified universe of language and data. The topics under Senior Proposal Specialist\u2019s purview would relate to 1) Firm\u2019s Fixed Income Platform, such as trading, research capabilities, and, 2) firm level language for the firm\u2019s Australian subsidiary. The Senior Proposal Specialist will be expected to work directly and effectively with CRC Management, Fixed Income Business Development Teams (BD Teams), RFP Writers and other Senior Subject Matter Experts (SMEs) from across the firm for writing assigned DDQs and maintaining language. The Senior Proposal Specialist would also be responsible for reviewing the work of, guiding and training the assigned Mid-Senior and Junior Specialists\/Writers.<span class=\"br\"><\/span>How You Will Grow<span class=\"br\"><\/span>This is an exciting opportunity for you to grow &#8212; to further increase your expertise and knowledge of the fixed income asset class and the asset management business by working at a large, global asset manager handling challenging fixed income and firm level DDQs for some of the firm\u2019s largest and most strategically important clients. You will work directly with and would be tagged to Firm\u2019s highly experienced internal subject matter experts to write and manage such DDQs. 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. This role also enables you to expand your sphere of influence, and further develop your leadership skills, by managing Mid-Senior and Junior Specialists\/Writers, sharing your expertise, coaching, and developing them to take more responsibility.<span class=\"br\"><\/span><b>Job Description<\/b><span class=\"br\"><\/span>Specific responsibilities include but are not limited to:<\/p>\n<ul>\n<li>Write Complex Fixed Income and Firm DDQs: Write complex DDQs for Firm\u2019s fixed income products platform and also handle standalone firm and operational DDQs.<\/li>\n<li>Produce High Quality Drafts: Ensure high quality drafts which follow Firm specific best practices related to content and style.<\/li>\n<li>Customize: Ensure final documents are customized to reflect a nuanced and targeted response to the specific client request.<\/li>\n<li>Handle Follow-ups: Handle follow-up responses associated with previously completed DDQs, including researching responses as needed and coordinating with CRC Management, SMEs and BD Teams for the additional information needed.<\/li>\n<li>Maintain Firm\u2019s Fixed Income and Australian Entity Language: It is the Senior Proposal Specialist\u2019s one of the core responsibilities to keep the Firm\u2019s fixed income platform and Firm\u2019s Australian entity language fully updated and compliance-approved in the response repository (Responsive).<\/li>\n<li>Customize Language: Customize existing language and develop new language to answer technical due diligence questions as needed.<\/li>\n<li>Understand Best Practices: Understand the Firm policies, procedures and best practices for providing responses and reporting information in our DDQs.<\/li>\n<li>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.<\/li>\n<li>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.<\/li>\n<li>Review for Mid- and Junior Specialists\/Writers: Review DDQ drafts of assigned Mid-Senior and Junior Specialists\/Writers.<\/li>\n<li>Train and Guide Mid- and Junior Specialists\/Writers: Guide, train and develop the assigned the Mid-Senior and Junior Specialists\/Writers.<\/li>\n<\/ul>\n<p> Job Qualifications &#038; Key Attributes<span class=\"br\"><\/span><b>The ideal candidate will have:<\/b><\/p>\n<ul>\n<li>Experience: 5-7 years of due diligence and\/or RFP writing experience with a 5 to 10 years of overall experience. Sound knowledge of the fixed income asset class and the functioning and organization of an asset management firm.<\/li>\n<li>Track Record of Execution: Must be an excellent and highly productive writer and reviewer of technical investment material. Must be able to handle multiple different projects simultaneously to meet tight client deadlines.<\/li>\n<li>Strong Initiative and Judgment: Must have demonstrated 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.<\/li>\n<li>Exceptional Attention to Detail: Must be highly organized and have strong attention to detail.<\/li>\n<li>Strong Industry Knowledge: Familiarity of key terms used to describe portfolio characteristics and portfolio management styles with an understanding of what does and does not apply to fixed income portfolios. Knowledge of GIPS regulations, Composite requirements, and global Fund marketing regulations.<\/li>\n<li>Technical Knowledge: Expert-level knowledge of full MS Office Suite required, but especially Word and Excel.<\/li>\n<li>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, content and project management software a strong plus.<\/li>\n<li>College education: MBA\/MS\/MA. CFA (L1 Cleared or higher) would be added advantage.<\/li>\n<\/ul>\n<p> Pune, India<\/p>\n<p><center><b><a rel=\"nofollow noopener\" href=\"https:\/\/www.careerjet.co.in\/jobad\/inefa861d1104b86c8c0fbd8bd4c333226?affid=0852fd5db5a52cbcd75bf945aa534932\" class=\"button purchase\" target=\"_blank\">Apply Now<\/a> <\/b><\/center><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Summary Firm\u2019s Client Response Center (CRC) Team is in search of a Senior Proposal Specialist to play an integral role in client service and retention efforts through the completion of Due Diligence Questionnaires, Onboarding Questionnaires, Contract Renewal\/Sub-Advisory Questionnaires and RFIs (DDQs) for Firm\u2019s retail and institutional clients worldwide. Projects will be primarily client servicing-related and<\/p>\n","protected":false},"author":1,"featured_media":43390,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[15,24],"tags":[],"class_list":["post-43389","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-jobs-in-india","category-mba-jobs"],"jetpack_publicize_connections":[],"jetpack-related-posts":[{"id":110227,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/senior-sales-engineerref-no-se-77-802\/","url_meta":{"origin":43389,"position":0},"title":"Senior Sales Engineer(Ref No.:SE\/77\/802)","author":"Admin","date":"August 31, 2025","format":false,"excerpt":"Recruit Ref: L059482603 Posting Date: 2025-08-29 Tin Sing Chemical Engineers Limited Senior Sales Engineer(Ref No.:SE\/77\/802) Job Highlights promote company's products and services to client design sales proposal to suit clients' ...","rel":"","context":"In &quot;Jobs in Hong Kong&quot;","block_context":{"text":"Jobs in Hong Kong","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-hong-kong\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":112279,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/senior-technical-pre-sales-engineer\/","url_meta":{"origin":43389,"position":1},"title":"Senior Technical Pre-Sales Engineer","author":"Admin","date":"September 6, 2025","format":false,"excerpt":"Job Description: Position Overview The Technical Pre-Sales will play a critical role in supporting Blackstone eIT's business development and proposal management activities. This role involves analyzing client requirements (RFPs\/RFQs\/EOI...","rel":"","context":"In &quot;Jobs In Egypt&quot;","block_context":{"text":"Jobs In Egypt","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-gulf-countries\/jobs-in-egypt\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":102004,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/senior-executive-executive-business-development-it-1-8-yrs-gujarat-it-sales\/","url_meta":{"origin":43389,"position":2},"title":"Senior Executive\/Executive &#8211; Business Development &#8211; IT (1-8 yrs) Gujarat (IT Sales)","author":"Admin","date":"August 6, 2025","format":false,"excerpt":"- Job Title: Senior Business Development Executive (Sr. BDE)\/Business Development Executive (BDE)- Location: [Insert Location or Remote]- Employment Type: Full-Time (Payroll)About Technource:Technource is growing its Business Development team and seeking dynamic Sr. BDEs and BDEs with a proven track record in international IT services sales. If you're passionate about lead\u2026","rel":"","context":"In &quot;IT Jobs&quot;","block_context":{"text":"IT Jobs","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-india\/it-jobs\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":169886,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/were-hiring-software-testing-senior-specialist\/","url_meta":{"origin":43389,"position":3},"title":"We\u2019re Hiring Software Testing Senior Specialist","author":"Admin","date":"March 30, 2026","format":false,"excerpt":"Job Title: Software Testing Senior Specialist Location: Chennai Work Type: Hybrid Position Description: The Client... Required: Automation testing, Selenium, cucumber, Rest Assured, API Skills Preferred: GCP Experience Required: 7+ years...","rel":"","context":"In &quot;IT Jobs&quot;","block_context":{"text":"IT Jobs","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-gulf-countries\/jobs-in-uae\/it-jobs-jobs-in-uae\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":169961,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/were-hiring-software-testing-senior-specialist-2\/","url_meta":{"origin":43389,"position":4},"title":"We\u2019re Hiring Software Testing Senior Specialist","author":"Admin","date":"March 30, 2026","format":false,"excerpt":"Job Title: Software Testing Senior Specialist Location: Chennai Work Type: Hybrid Position Description: The Client... 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As a Proposal Development Specialist, you will play a pivotal role in\u2026","rel":"","context":"In &quot;Jobs in India&quot;","block_context":{"text":"Jobs in India","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-india\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/pg9e9d-bhP","jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.whitehattoolbox.com\/jobs\/wp-content\/uploads\/2025\/02\/43389-ao-senior-proposal-writer.png?fit=1306%2C840&ssl=1","_links":{"self":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/posts\/43389","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/comments?post=43389"}],"version-history":[{"count":0,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/posts\/43389\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/media\/43390"}],"wp:attachment":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/media?parent=43389"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/categories?post=43389"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/tags?post=43389"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}