Job Description
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In this role you will:
Proposal Delivery and Investment Data ManagementSupport the day-to-day delivery of the proposal service offering, including workflow coordination, preparation support, quality review, and execution support for investment proposals, external account reviews, and related client-facing content across wealth channels.Maintain proposal templates, content requirements, quality controls, disclosure standards, and governance routines to improve consistency, scalability, turnaround times, and alignment with branding and regulatory expectations.Support the investment data management function by sourcing, collecting, validating, maintaining, and updating data from internal and external sources to support deliverables, including proposals, reporting, analytics, dashboards, platform collateral, and uploads to relevant portfolio management and reporting systems.Apply data quality stand...