Investment Proposal Specialist

1 day ago


Gurgaon, Haryana, India Marsh McLennan Full time
Job Description

We are seeking a highly skilled Investment Proposal Specialist to join our team at Mercer in Mumbai. This is a hybrid role that requires working at least three days a week in the office.

The ideal candidate will have a strong understanding of US investment proposals (RFPs) and experience in proposal writing, specifically for Investment Consulting proposals.

Key Responsibilities:

  • Prepare first drafts for US Investment Consulting proposals as per the scope of services mentioned in RFPs, RFQs, and RFIs.
  • Develop Strawman/templates in accordance with RFP submission requirements.
  • Gather and customize information as per company policies and RFP requirements.
  • Obtain supervisor approval and send the proposal to the appropriate source.
  • Prioritize responsibilities to meet deadlines.
  • Edit and revise proposals according to feedback.
  • Maintain consistency in proposal writing.
  • Robust documentation and internal tracker management.
  • Regular and prompt communication with key stakeholders for RFP acknowledgments, knowledge sharing sessions, analysis discussions with strategists.
  • Active contributor to domain knowledge repository.
  • Drive process improvements initiatives.

Requirements:

  • Minimum 2-3 years' experience overall.
  • Any Graduate/Bachelor's degree in Finance, Journalism, Communication, English, etc.
  • Previous experience in proposal writing (US Investments - Defined Contribution (DC), Defined Benefits (DB), and Not-For-Profits (NFPs) preferred.
  • Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint).
  • Strong written and verbal communication.
  • Experience on sales lifecycle and content management tools like Qvidian, SharePoint, etc., would be preferred.

Estimated Salary: ₹12,00,000 - ₹15,00,000 per annum

Benefits:

  • Professional development opportunities.
  • Interesting work and supportive leaders.
  • Vibrant and inclusive culture.
  • Career opportunities and benefits.


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