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Proposals Associate

Company: Western Asset Management Company Limited
Location: Pasadena
Posted on: May 13, 2022

Job Description:

High-quality Request for Proposal (RFP) and Request for Information (RFI) responses are critical to the firm's success in winning new business and supporting existing relationships. The goal is to present our firm and our capabilities - both accurately and compellingly - throughout a highly competitive sales process. As an RFP Associate at Western Asset, you will be responsible for responding to the full spectrum of inquiries from prospects, clients and consultants. You'll work closely and collaboratively with subject matters experts across all of our global offices to develop and coordinate firm and strategy level information, while gaining knowledge and insights into our business that form a solid foundation for future success. What you will do

  • Develop, write and coordinate responses to RFPs, RFIs, due diligence questionnaires and other inquiries on an ad-hoc and recurring basis
  • Gather and analyze firm and product level data
  • Collaborate with Product Specialists and subject matter experts from different departments to create and customize proposal contents
  • Keep up-to-date with Western Asset's products, investment processes and investment strategies, as well as wider industry trends Creativity meets technicality This is a fast-paced, high-pressure team environment where the pace of change is rapid. We need people who are flexible, curious, innovative and adaptable. We'll build on your outstanding writing and communication skills by giving you the business insight and investment management knowledge you need to succeed. Strong organizational skills, and the ability to multitask and prioritize under pressure are essential, as is attention to detail. Ready and eager to play your part in the wider sales effort, you'll be a team player, keen to learn from others, drive your own development and share your experience. What you will bring
    • An undergraduate degree in finance or another relevant discipline
    • Interest in investments, finance and marketing with a focus on client service. Solid understanding of fixed income securities, operations, accounting rules and/or portfolio management a plus
    • Experience in proposal, technical or business writing preferred
    • High level of proficiency with Microsoft Word and Excel
    • Strong writing and project management skills
    • Ability to learn, retain and apply considerable amounts of information
    • Ability to complete simultaneous tasks while under significant time pressure
    • Ability to work independently and in a team environment About Western Asset At Western Asset we're saying hello to the future. Committed to being the leading fixed-income investment management firm in the world, we're investing in new technologies, methodologies and markets. We're also investing in our people. Our business is guided by a belief in doing the right thing: that if we treat our clients and colleagues with fairness and respect, success will follow. We're building on our reputation and resources with an entrepreneurial approach that drives innovation. Every day is an opportunity for us to get better by making the most of the possibilities that our people and ideas can bring.

Keywords: Western Asset Management Company Limited, Pasadena , Proposals Associate, Other , Pasadena, California

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