Proposal Writer

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

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

- 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.
- 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 w