Strategic Deal Desk Assistant

Whats In It For You

• Competitive salary
• We are globally hybrid with 2 days in office (please check the specifics for this role during interview process)
• Flexible working hours
• Private PensionPlan fully paid by the company after probation
• Private medical insurance with Catastrophe cover fully paid by the company
• Employee recognition program and spot bonuses

Purpose of the Job

The Strategic Deals Desk is responsible for the timely and accurate production of tech-enabled high-value client proposals RFPs and DDQs requested by the global Group across our five core service lines: Funds Capital Markets Corporate Services Private Client Regulatory  & Compliance with the aim to articulate Ocorians value proposition and client commitment champion best practice and to facilitate new business wins and client retention.

The Strategic Deal Desk Assistant will be responsible for supporting field Service Line Commercial Directors in producing high-quality tailored responses to high-value mandate information requests proposals and detailed due diligence questionnaires.

The Strategic Deal Desk Assistant reports to the Research Manager and will work closely with the field Service Line Commercial Directors the Marketing team and other internal stakeholders.

Main Responsibilities

• Assist in drafting tailored high-quality responses to RFP DDQ and Proposal requests.
• Develop a strong knowledge of the firms operations processes products across core Service Lines to effectively understand and respond to new/existing client and internal requests.
• Collaborate with the Commercial team members and Subject Matter Experts (SMEs) across the global Group.
• Ensure proposal and RFP/DDQ repository content is kept up-to-date and periodically refreshed.
• Monitor periodic RFP/DDQ SME reviews to ensure tasks actioned and content is accurate and fit-for-purpose
• Enter relevant Prospect/Intermediary contacts in salesforce on behalf of the Commercial team.
• Ad hoc support as required by the Commercial team.

#LI-EM1

#LI-Hybrid

Qualifications :

• University degree preferably in law business or economics.

Knowledge skills and experience

• Has excellent English language and writing skills
• Understands and is willing and capable to learn about the Global Business services offered by Ocorian within a limited period of time.
• High proficiency in MS Word PowerPoint and Excel.
• Experience of working with CRM (Client Relationship Management) systems ideally salesforce.
• Prior proposal RFP and DDQ writing experience in the professional/financial services industry.

Competencies 

• Attention to details.
• Able to produce high quality work when under pressure.
• Flexible energetic and enthusiastic.
• Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels.
• Ambitious to learn and be challenged.
• Good organisational skills and the ability to work methodically and accurately.
• Responsive proactive and innovative.

Additional Information :

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC  Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS  We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE  We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
• We are COLLABORATIVE  With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL  We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if theres anything we can do to make the process easier for you. You can reach us at .

Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status.