Investment Proposal Writer

We are seeking an Investment Proposal Writer to join the Investment Consultants team at Barclays Private Bank in London. The successful candidate will help win new investment mandates by writing and coordinating responses to Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) for external investment consultants and prospective clients.

The role involves working with portfolio managers and investment specialists to build, monitor and explain multi-asset discretionary portfolios to clients. The ideal candidate will have around one to two years' relevant experience, and we welcome applicants completing a graduate programme and those with transferable experience in proposal writing or investment support.

Key responsibilities:

• Draft and tailor RFP and DDQ responses and other investment materials to address each consultant's or prospective client's requirements.
• Work with the portfolio analytics team to check portfolio figures and turn investment data into clear charts and commentary.
• Coordinate contributions from portfolio managers, investment advisers, risk and compliance colleagues, responsible investment specialists and client teams.
• Support relationships with investment consultants by gathering information and preparing responses to follow-up questions.

Essential criteria:

• Strong written and verbal communication skills, including the ability to explain investment strategies and portfolio information clearly and concisely.
• Strong analytical and numerical skills, with confidence using Excel to check and interpret data and PowerPoint to present it clearly.
• Good organisation and attention to detail, with the ability to manage overlapping deadlines and coordinate input from several teams.
• An interest in financial markets and investment management.

Desirable criteria:

• Experience writing proposals, responding to RFPs or DDQs, or working in an investment environment.
• An understanding of discretionary portfolio management across multiple asset classes.
• Familiarity with responsible and sustainable investing.
• A relevant investment qualification, such as the IMC, IAD or CFA, or study towards one.