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Funds Management – RFP / Sales Support

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: Dependent on experience

  • $50-100k AUD Equivalent
  • Permanent
  • 3 to 7 years of experience

Our client is a leading global funds management business. They are seeking a sales support analyst to assist with Business Development administration tasks including RFP’s

This will including collating information from other departments as well as the logistics behind lodging RFPs and coordinating due diligence activities

The Sales Support Analyst has a varied role involving:

  • Request For Proposal (RFP) project management
  • Management of internal and external marketing collateral
  • Administration of internal Client and Relationship Management (CRM) system
  • Coordination of Service Level Agreement (SLA) maintenance with internal stakeholders
  • Coordination of global product & pricing
  • Coordination of external marketing and communication
  • Supporting sales and relationship managers with ad-hoc queries
  • Management and reporting of market and competitor metrics
  • Coordination of client and prospect Due Diligence workshops

The successful candidate will have:

  • Minimum 3 years’ experience within a funds management or related business
  • Industry knowledge, particularly of Investment Operations/Securities Industry, and ideally in specialist custody functions
  • Relevant work experience in a similar role
  • Sales support experience
  • Ability to work cohesively and positively with colleagues and management peers
  • Excellent communication skills, particularly to be able to summarise complex technical arrangements for a non-technical audience
  • Outstanding written and verbal communication skills
  • High proficiency in Microsoft Word, Excel and PowerPoint
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