Investment Proposal Specialist
1 day ago
Seeking a talented professional for our investment team at Mercer, based in Gurgaon. This role combines office work with remote collaboration, requiring at least three days a week in the office.
About the RoleThis position is part of our Sales Enablement function, focusing on Investment Consulting proposals (RFP/RFI/DDQ). The ideal candidate will work closely with onshore stakeholders and deliver high-quality proposals within tight deadlines.
Main Responsibilities- Prepare initial drafts for US Investment Consulting proposals according to RFP requirements
- Develop Strawman/templates in line with submission requirements
- Gather and customize information as per company policies and RFP demands
- Obtain supervisor approval and send the proposal to the designated recipient
- Prioritize tasks to meet deadlines
- Edit and revise proposals based on feedback
- Maintain consistency in writing style
- Document and track internal processes efficiently
- Regularly communicate with key stakeholders regarding RFP acknowledgments, knowledge sharing sessions, and analysis discussions with strategists
- Contribute actively to domain knowledge repositories
- Minimum 2-3 years of experience in proposal writing (US Investments)
- Graduate degree in Finance, Journalism, Communication, English, or related fields; MBA (Finance) and CFA certifications are preferred
- Previous experience in proposal writing for US Investments, especially Defined Contribution (DC), Defined Benefits (DB), and Not-For-Profits (NFPs), is highly desirable
- Strong command of MS Office applications (MS-Excel, MS-Word, PowerPoint)
- Excellent written and verbal communication skills
- Experience with sales lifecycle and content management tools like Qvidian, SharePoint is an advantage
- A competitive salary of ₹850,000 - ₹1,050,000 per annum, depending on qualifications and experience
- Professional development opportunities and a supportive work environment
- Inclusive culture where you can collaborate with talented colleagues and create new solutions
- Career growth opportunities and benefits to enhance your well-being
Mercer offers a hybrid work model that balances remote collaboration with office-based teamwork, ensuring a dynamic and engaging work environment. As a valued member of our team, you'll be empowered to make a meaningful impact while advancing your career.
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