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FEG Investment Advisors · 1 month ago

Proposal Analyst

Cincinnati, OH

Full-time

Onsite

New Grad, Entry Level

0+ years exp

FEG Investment Advisors is an independently owned advisory firm that provides investment consulting and research services to institutional clients. The Proposal Analyst plays a crucial role in the Client Development Department, coordinating and executing requests for proposals to support the firm's new business development efforts.

Financial Services

Responsibilities

Produce and deliver accurate and timely proposals and other custom materials for prospective clients

Effectively understand and communicate FEG’s brand, service capabilities, and value propositions to support new client acquisitions and maintain existing client relationships

Coordinate with Sales and Advisory Teams to establish proposal timelines and determine content that aligns with the Team’s vision, service line strategy, and the needs/requirements of the prospect

Effectively coordinate with subject matter experts (SMEs) and contributing departments to obtain information necessary for proposal completion

Manage follow-up work associated with proposals moving to the next phase of the sales process and provide ad hoc Finals support, as needed

Assist with Sales and Marketing efforts, as needed

Support the proposal management database (Loopio) and CRM by inputting data per designated processes

Contribute to and help maintain the team’s internal roadmap

Qualification

Proposal ManagementMicrosoft OfficeCRM ExperienceFinancial Data KnowledgeWritten CommunicationTime ManagementOrganization SkillsCreativity

Required

Bachelor's degree required

0-3 years of work experience in marketing, sales and/or other relevant experience

Ability to identify and resolve/escalate complex problems with minimal guidance

Excellent written communication, organization, creativity, and time management skills; results-driven with a strong commitment to deadlines

Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic