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Job#: 2044047

Job Description:

Our client is looking to add an experienced, organized, creative member to our Proposals & Due Diligence Response team! In this role, you'll partner with Executives, Relationship Managers, and Business Development leads to prepare high-quality proposal and due diligence responses that support our growth initiatives across all regions and industry segments. In this role, you'll make an impact in the following ways:

• Contributes to business revenue goals by generating compelling proposal responses and presentations for clients globally, across industries.
• Coordinates clear, succinct responses to client due diligence requests (DDQs) working in partnership with experts across the business.
• Manages proposal and DDQ responses end-to-end, working in both independently and in a team environment.
• Creates persuasive client facing presentations and other client-facing materials.
• Contributes to overall success of proposals and presentations through proposal drafting and research, writing effective executive summaries, and creating client presentations that effectively showcaseas a leading service provider.
• Conducts legal/business reviews for all potential projects. May participate in final go/no-go deliberation.
• Utilizes tracking tools and project plans to track all relevant project information throughout the project lifecycle, including maintaining accurate data for report generation.
• Coordinates with internal business partners to research and gather information necessary to prepare a responsive submission to the assigned RFPs and DDQs. Anticipates compliance, legal, or regulatory review required for response and works with more senior staff to address.
• May assist in developing and refining the proposal and due diligence process and assist in the creation of standard library content.
• Works closely with the business development or relationship management team to clarify proposal requirements in conjunction with the client.

To be successful in this role, we're seeking the following:

• Bachelor degree or the equivalent combination of education and experience in business management or related field is required.
• 3-5 years of total work experience in financial services preferred, knowledge of Treasury Services a plus.
• Experience in proposal development and due diligence response preferred.
• Demonstrates excellent verbal and written communication skills.
• Proficiency in Outlook, Word, Excel, PowerPoint, Adobe Acrobat and InDesign, and SharePoint.
• Strong copywriting and document/presentation design skills preferred.
• Strong organizational, project management and time management skills required.
• PMP certification a plus.
• Detail-oriented with the ability to manage multiple complex projects and deadlines at any given time in a fast-paced environment.
• Demonstrates a commitment to continuous improvement to drive efficiencies and optimal client experience.
• Ability to work independently and make fact-based decisions while holding project stakeholders accountable.
• Experience using proposal management software preferred.

Skills: * Proposal writing experience * Due diligence requests experience * Experience conducting legal/business reviews * MS Office Suite * Adobe Acrobat and InDesign * Financial services (knowledge of Treasury Services) * Project management experience * Strong persuasive writing skills * Creating client presentations Education

• Bachelor degree or the equivalent combination of education and experience in business management or related field is required
• PMP is a plus

EEO Employer

Apex Systems is an equal opportunity employer.