Consultant - Post Trade Services (Equities/rfp)

Delta Capita (“DC”), a division of the Prytek Group, is a leading global managed services, technology solutions, and consulting provider with a unique combination of experience in financial services and capability in technology innovation. We design and develop new services and tools and leverage the substantial FinTech portfolio from our parent company, Prytek. Our vision is to ‘Reinventing the Financial Services Value Chain’, by providing a Business Operating Platform-as-a-Service, a trusted mutualised service for Financial Services, enabling client’s business across the value chain. We help our clients reduce costs and improve processes and technology by moving them away from their existing propriety models towards mutualised managed services, enabling a healthier and more performant business. DC offers the following services:

- **Managed Services**
- **Technology Solutions**
- **Consulting**

Across these global business lines:

- **Structured Retail Products**:

- **Client Lifecycle Management**:

- **Post Trade Services**:

- **Pricing and Risk**:

- **Technology Solutions**:

- **Consulting and Solutions**

**Our Culture**

Our DC Values describe how our culture comes to life day-today across the Group and how we work both internally and externally. We believe that our current and future success relies on:

- **Acting Responsibly**:

- **Being Courageous**:

- **Today not tomorrow**:

- **Being direct and speaking plainly**:

- **Collaborate for better outcomes**:

- **Being kind**:

- **Outperforming customer expectations**:

- **Being engaged**:

- **Being a change agent**:

- **Innovating and learning fast**

Core to our Values is our commitment to ensuring our workplaces and workforce are as diverse and inclusive as possible. We work hard to create a culture where we can all be ourselves, celebrate our differences and realise our full potential.

You will be delivering innovative investment solutions through a global, multi
- product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. We are one of the pre-eminent investment management organizations globally. Critical to our success is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure.

We are seeking to add a highly motivated professional to its Centralized RFP team. This team is primarily focused on the coordination and completion of Request for Proposals (“RFPs”) and Due Diligence Questionnaires (“DDQs”) from prospective as well as existing clients. The Centralized RFP team will work closely with professionals across our Client Portfolio Management teams (Fixed Income, Quantitative Investment Strategies and Fundamental Equity) and various sales channels to communicate information regarding the firm, product offerings, investment philosophy, and product-specific information to the client via RFPs and DDQs. The RFP Specialists team is responsible for communicating the investment team’s investment philosophy, process, product positioning and current market trends to clients and each of IMD’s key distribution channels globally.

**_ Job Description:_**
- Oversee and complete high-quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner
- Develop knowledge of industry trends, competitive landscape and investment team’s capabilities to facilitate improved client experience
- Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups
- Learn and communicate the investment team’s investment philosophy, process, product positioning and current market trends to internal and external clients.
- Assist in developing metrics to track key sales figures including RFP flows, hit rates, etc.
- Assist with ad hoc projects including technology initiatives to automate reports and other materials.
- Assist with performing second level checks for RFP’s, DDQ’s and 15C’s prepared by the Analysts on the team.
- Bachelor’s/ Master’s Degree of Finance, Economics, Business or Commerce
- Strong analytical and interpersonal skills
- Strong organizational and project management skills
- Excellent communication skills both written and verbal
- Must be motivated and hard working
- Exceptional attention to detail and accuracy
- Ability to handle multiple projects, deadlines, personalities, and broad based coverage
- Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products
- Ability to work in a fast-paced, team-oriented environment
- Knowledge of the investment management industry
- Prior content writing experience of 1-2 years is preferable