Technical Investment Writer - Cape Town (EE)

Job Specification
Fully understand the business as well as its products and services
Create and develop technically sound and accessible content to properly represent the business in marketing, business development, and client relationship management
Work with our client's investment management and product development teams and marketing team in developing and updating content to best represent the business
Project manage and become the content expert for responses to requests for proposals (RFPs) and Due Diligence Questionnaires
Coordinate with internal business units to research and gather any further information necessary to prepare a responsive submission to RFPs or DDQs
Develop and refine proposal processes and proposal library content
Contributes to the achievement of the company’s business development and overall strategic objectives
Work with team members in developing broadcasting content for marketing purposes
Create, Manage and Utilise Content
Review, rewrite, and/or create collateral (prose and presentation)
Drive maintenance and expansion of library of marketing and business development content and collateral
Produce and manage submission of proposals, pitches, DDQs, and other business development collateral needs
Project management creation of collateral and PD strategy for new products and services
Produce targeted proposals, pitch presentations, Due Diligence Questionnaires (DDQ), and customised marketing collateral
Manage completion of above where needed with senior executives but in time being able to run to completion full submissions of either RPFs or DDQs
Drive maintenance and usage of the company’s online Content Chooser library
Assist in writing, proofreading, and editing as required

Minimum Requirements
BCOM with Finance or investment element
CFA Graduate
5-8 years of experience working in asset management/investments in a technical marketing/RFP writer or similar role, with a willingness to learn about complex investment products
Experience in marketing communications and translating technical information into client-friendly communication
Proven experience in writing and reviewing investment communications to meet business and marketing objectives Deep understanding of engaging audiences through compelling content
Experience working with various stakeholders and the ability to build good working relationships by understanding needs and requirements
Proficient in the MS Office suites (Outlook, Word, Excel, PowerPoint)
Ability to write for multiple audiences and stakeholders
Ability to manage and control multiple priorities and competing deadlines whilst maintaining excellent attention to detail
Understanding of, investment management, financial products, the retirement industry, and the financial services market
Particular advantage if prior experience with CISCA, UCITS, and AIFMD product requirements
Skilled in writing and editing promotion/marketing content for financial products and services
RFP production and tender management experience
Comfortable using web-based software and systems, and quick to learn new technology/systems
Excellent project management and administration skills
Excellent communication skills (both written and verbal)
Excellent grasp of the English language (reading and writing), with a good understanding of financial services and asset management terminology
Advanced proficiency in PowerPoint and Word
Excellent attention to detail


Kindly note that by submitting your application for this career opportunity you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the
said position and this information may be shared with the relevant stakeholders in the business.

Please note that only shortlisted candidates will be contacted. Should you not have heard back within a two-week period, please assume that your application was unsuccessful.

All job postings are in accordance with our Client's BEE requirements. Please only send certificates when requested to do so