Proposal Product Specialist - Private Markets

We are Legal & General Investment Management (LGIM), the asset-management arm of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes. We draw on industry-leading expertise to innovate constantly across public and private assets, index and active strategies. And we are a responsible investor, rising to the challenges of a rapidly changing world. 

We are truly international, present where our clients need us. Our teams around the world are highly dedicated, professional and collaborative and we draw strength from our diversity of talent. We are clear on what we stand for and our commitment to inclusivity anchors our behaviours. 

As our Proposals Product Specialist you will co-ordinate, create and deliver responses to Requests for Proposal (RFPs), Due Diligence Questionnaires (DDQs) and other client-related requests, with a focus on private markets, to support LGIM’s commercial objectives. You will need:

• Technical Private Market knowledge
• Strong stakeholder management skills
• Creativity and intellectual curiosity
• A deep understanding of financial markets, investment themes and products

This is a brand new role, so a fantastic opportunity to bring your technical expertise to build out and define the function. 

What you will be doing:

1. Developing and producing best-in-class content in order to provide responses to questions from clients and prospects about LGIM’s private markets capability 

-Managing a pipeline for private markets RFP, RFI and DDQ activity to meet LGIM’s commercial objectives, prioritising accordingly.

-Tracking performance of proposals activity, with a view to learn from each submission and constantly improve output

2. Partnering with stakeholders in our private markets business, with a focus on Investments and Distribution, in order to deliver and prioritise proposals activity ·

-Strengthening these relationships in order to stay abreast of firm and industry developments

-Functioning as the team’s expert on our private markets capability, providing technical support on related products

3. Collaborating with colleagues in the broader Marketing team and Chief of Staff function to ensure our private markets messaging is both consistent and compelling 

-Ensuring the Qvidian library of proposal content remains stocked with up-to-date private markets material ·

-Working with colleagues elsewhere in the business to ensure the data we use in proposals content is consistent, credible and meet our clients’ requirements

4. Supporting the broader Proposals Content function on other ad hoc enterprise-wide activity

-Adhering to the highest editorial standards ·

Guiding and training junior team members, where necessary

5. Partnering with colleagues across the Marketing team to generate good client and business outcomes.

-Contributing to a kind, collaborative and inclusive workplace culture

6. Ensuring compliance with all Consumer Duty accountabilities, including the responsibility to produce and maintain clear, fair, and non-misleading marketing collateral and client-facing material 

-Ensuring that divisional standards are upheld, and any concerns are promptly escalated to senior management for appropriate action

7. Demonstrating a great risk and conduct culture to support customer and client outcomes, as well as appropriately manage business risk, escalating when appropriate

Who we're looking for:

• Educated to degree standard (essential); already holds or is willing to work towards Investment Management Certificate (IMC), Chartered Alternative Investment Analyst (CAIA) Chartered Financial Analyst (CFA) and certifications
• Knowledge: Advanced proficiency in MS Office applications Deep understanding of investments in general and private markets in particular
• Experience at an asset manager preferable. Familiarity with consultant databases is also desirable

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: 

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes  
• Generous pension contribution  
• Life assurance   
• Private medical insurance (permanent employees only) 
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday 
• Competitive family leave 
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice 
• There are the many discounts we offer – both for our own products and at a range of high street stores and online   
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart 

Legal & General is a leading financial services organisation, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.  

We’re one of the world's largest asset managers, homebuilders, pension providers and insurers. Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued.  

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.  

We strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. 

If you’re open to find out more, we'd love to hear from you.