Client Reporting & Rfp Associate Job at Stephen Bell Associates (London)

Client Reporting Associate

Our client is a leading boutique asset manager with a range of successful active...

Location

United Kingdom , London

Salary:

Not provided

Stephen Bell Associates

Expiration Date

Until further notice

Requirements

proven client reporting experience gained in institutional asset management
working knowledge of RFP, RFI and DDQ processes
strong analytical, written and verbal communication skills
excellent attention to detail
an interest in developing proficiency in a wide range of internal and external systems and data tools
ability to prioritise and meet deadlines
a self-starter and client centric

Job Responsibility

Review and maintain client reporting materials including performance, risk measures, portfolio exposures and fee information, ensuring accuracy, consistency and timeliness
Own and document reporting calculations and methodologies
investigate data issues and provide clear, reproducible solutions
Leverage technical and data expertise to respond to client and internal data requests, including working with large datasets and complex information
Manage projects focused on refining client reporting and information distribution structure and processes to meet client needs
Support RFP, RFI and DDQ submissions by preparing and validating quantitative information requested, working closely with subject matter experts across the firm
Create and manage key client materials including presentation slides, DDQ’s and investment summaries
Build relationships with key internal stakeholders
Manage information provided to consultants and consultant databases

Marketing Reporting Associate

Job Summary: Title: Marketing Reporting Associate. Location: Boston, MA. Onsite ...

Location

United States , Boston

Salary:

80000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

3-5+ years of experience supporting RFPs, DDQs, or client reporting within investment management, investment consulting, or financial services
Experience working in an investment-focused environment with complex financial and investment content
Hands-on experience with an RFP or content management system (Loopio preferred
Qvidian, Responsive, Seismic, RocketDocs acceptable)
Strong writing and analytical skills with the ability to distill dense investment language into clear, accurate responses
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
Highly organized, detail-oriented, and able to prioritize multiple deadlines in a fast-paced, collaborative environment
Strong communication skills and comfort working with a wide range of stakeholders

Job Responsibility

Produce client, consultant, and prospect RFPs and due diligence questionnaires across the firm's investment strategies
Partner closely with Global Consultant Relations, Relationship Managers, Portfolio Managers, and Product teams to gather and validate investment content
Maintain and update firm and strategy-level marketing content to ensure accuracy, consistency, and compliance
Manage marketing data, analytics, and reporting shared with internal stakeholders and clients
Support a high-volume workflow while meeting tight deadlines and quality standards
Respond to ad hoc client, prospect, and consultant requests for information

Fulltime

Solutions Engineer

This is a pre-sales and solutions role sitting at the intersection of compliance...

Location

United Kingdom , London

Salary:

100000.00 - 120000.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Prior experience working within or alongside a risk or compliance function in financial services, whether as a compliance analyst, associate, or officer, or in a consulting or advisory role serving compliance teams
Solid working knowledge of core compliance disciplines including regulatory change management, conflicts of interest, policy and procedure governance, and employee monitoring
Familiarity with the regulatory environment relevant to asset managers, wealth managers, broker-dealers, or similar regulated firms
Genuine curiosity about how regulation is evolving and how technology can help compliance teams keep pace
Confident and credible in front of senior compliance and risk stakeholders, able to lead a conversation rather than present slides
Able to read a room, adapt a demonstration in real time, and handle questions without losing the thread of the narrative
Clear written communication
produces documentation that is precise, well-organised, and appropriate for a client audience
Comfortable learning and administering SaaS platforms
picks up new systems quickly and applies that knowledge practically

Job Responsibility

Lead product demonstrations across the full Ruleguard platform, tailoring the narrative to the prospect's regulatory profile, firm type, and priority compliance obligations
Prepare thoroughly for each demo, researching the prospect's context and structuring the session around their specific pain points rather than a generic feature walkthrough
Handle functional and technical questions during demonstrations with confidence, distinguishing clearly between current platform capability and the product roadmap
Work with sales colleagues to plan and sequence the pre-sales process, advising on when and how to deploy demonstrations, proof-of-concept exercises, and follow-up sessions
Coach and support sales colleagues through demonstrations where a subject matter lead is not present, providing briefing materials, talk tracks, and objection-handling guidance
Configure AI agents using goals, intent, constraints, guardrails and context to demonstrate real efficiencies that this technology can bring to our clients
Translate prospect requirements into clear, well-structured solution design and scoping documents for internal use and client presentation
Map client workflows to platform capabilities, identifying where configuration can meet requirements directly, where bespoke approaches are needed, and where gaps exist
Contribute to proposal and RFP responses, providing the functional and technical content that underpins the commercial offer
Collaborate closely with Product and Engineering teams to surface recurring customer requirements, implementation patterns, and opportunities for product enhancement

Fulltime

New

Business Development Manager

As a Business Development Manager, your primary goal will be to develop trusted ...

Location

United States , Philadelphia

Salary:

75000.00 - 90000.00 USD / Year

Allied Universal®

Expiration Date

Until further notice

Requirements

Must possess one or more of the following: Bachelor’s degree with three at least three (3) years of outside sales experience In a Business-to-Business environment
Associate’s degree with at least five (5) of outside sales experience In a Business-to-Business environment
High School diploma with at least fifteen (15) years of outside sales experience In a Business-to-Business environment
Team-oriented sales professional that thrives in collaborating with operations partners and building relationships
Award-winning hunter trained on the consultative selling techniques with a record in achieving sales excellence (awards, top rankings, consistent goal achievement)
Skilled at brand development using professional networks, local and national associations, and social media tools
Outstanding interpersonal skills, oral and written, and adept in creating and delivering compelling presentations
Proficient in web-based applications (e.g., Salesforce) and Microsoft Office programs
Strong organizational skills to effectively plan cold calling, in person client meetings, reporting and goal achievement
Ability to travel throughout all areas of the territory, including some overnight travel

Job Responsibility

Drive the entire sales process, including prospecting, management of self-generated and company-provided leads, proposal development, contract and pricing negotiations, RFP responses, delivery of customized presentations and post close contract implementation
Develop and execute strategic business development plans within a designated geographic territory, to achieve company growth objectives, increased market share and positioning of Allied Universal’s local presence and comprehensive solutions across diverse industries
Build and maintain consultative relationships with key clients, industry partners, and stakeholders to foster long-term business partnerships
Stay up-to-date on industry and market trends, competitive landscapes, and emerging technologies to identify innovative business opportunities
Continuously assess and report on sales cycle activity, pipeline development and sales goal tracking through the use of the CRM tool and ongoing communication to senior management
Collaborate with internal teams, including center of excellence departments (Finance and Marketing) as well as branch operational leadership to learn about the client's needs, position Allied Universal’s comprehensive solutions and deliver a seamless transition of trust with the operational partner
Be a part of a culture that values innovation, agility, and teamwork

What we offer

Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company’s 401 (k) or Supplemental Income Plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly

Fulltime

New

Business Development Manager - Janitorial Services

Location

United States , Houston

Salary:

Not provided

Allied Universal®

Expiration Date

Until further notice

Requirements

Bachelor's degree with at least three (3) years of outside sales experience In a Business-to-Business environment
Associate's degree with at least five (5) of outside sales experience in a Business-to-Business environment
High School diploma with at least fifteen (15) years of outside sales experience in a Business-to-Business environment
Team-oriented sales professional that thrives in collaborating with operations partners and building relationships
Award winning hunter trained in consultative selling techniques with a record in achieving sales excellence (awards, top rankings, consistent goal achievement)
Skilled at brand development using professional networks, local and national associations, and social media tools
Outstanding interpersonal skills, oral and written, and adept in creating and delivering compelling presentations
Submits weekly KPI and call activity reports on prospect contacts, leveraging proficiency in Salesforce
Proficient in web-based applications and Microsoft Office programs (Excel, Powerpoint, Teams)
Strong organizational skills to effectively plan cold calling, in person client meetings, reporting and goal achievement

Job Responsibility

Drive the sales process, including prospecting, management of self-generated and company-provided leads, proposal development, contract and pricing negotiations, RFP responses, delivery of customized presentations, and post-close contract implementation
Develop and execute strategic business development plans within a designated geographic territory to achieve company growth objectives, increased market share and positioning of Allied Universal's local presence and comprehensive janitorial solutions across diverse industries
Collaborate with internal support departments and operational leadership to develop customized proposals that strategically position the team to win new business and establish a trusted partnership with the client and operations team
Build and maintain consultative relationships with key clients, industry partners, and stakeholders to foster long-term business partnerships
Stay up to date on industry and market trends, competitive landscapes, and emerging technologies to identify innovative business opportunities
Continuously assess and report on sales cycle activity, pipeline development and sales goal tracking using the CRM tool and ongoing communication to senior management
Be a part of a culture that values innovation, agility, and teamwork

What we offer

Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company's 401 (k) or Supplemental Income Plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly

Fulltime

Business Development Manager - Janitorial Services

Allied Universal® Facility Solutions is hiring a Business Development Manager to...

Location

United States , Houston

Salary:

Not provided

Allied Universal®

Expiration Date

Until further notice

Requirements

Bachelor’s degree with at least three (3) years of outside sales experience In a Business-to-Business environment
Associate’s degree with at least five (5) of outside sales experience in a Business-to-Business environment
High School diploma with at least fifteen (15) years of outside sales experience in a Business-to-Business environment
Team-oriented sales professional that thrives in collaborating with operations partners and building relationships
Award winning hunter trained in consultative selling techniques with a record in achieving sales excellence (awards, top rankings, consistent goal achievement)
Skilled at brand development using professional networks, local and national associations, and social media tools
Outstanding interpersonal skills, oral and written, and adept in creating and delivering compelling presentations
Submits weekly KPI and call activity reports on prospect contacts, leveraging proficiency in Salesforce
Proficient in web-based applications and Microsoft Office programs (Excel, Powerpoint, Teams)
Strong organizational skills to effectively plan cold calling, in person client meetings, reporting and goal achievement

Job Responsibility

Drive the sales process, including prospecting, management of self-generated and company-provided leads, proposal development, contract and pricing negotiations, RFP responses, delivery of customized presentations, and post-close contract implementation
Develop and execute strategic business development plans within a designated geographic territory to achieve company growth objectives, increased market share and positioning of Allied Universal’s local presence and comprehensive janitorial solutions across diverse industries
Collaborate with internal support departments and operational leadership to develop customized proposals that strategically position the team to win new business and establish a trusted partnership with the client and operations team
Build and maintain consultative relationships with key clients, industry partners, and stakeholders to foster long-term business partnerships
Stay up to date on industry and market trends, competitive landscapes, and emerging technologies to identify innovative business opportunities
Continuously assess and report on sales cycle activity, pipeline development and sales goal tracking using the CRM tool and ongoing communication to senior management
Be a part of a culture that values innovation, agility, and teamwork

What we offer

Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company’s 401 (k) or Supplemental Income Plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.

Fulltime

Area Director Of Sales

We are seeking an ambitious Area Director of Sales to lead sales activity and re...

Location

Canada , Calgary

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

Post-secondary education in Sales & Marketing, Hotel Management, or a related field
At least 5 years of sales & marketing experience including 3 years in a senior leadership role
multi-brand experience is an asset
Proven ability to build, lead, and retain a high-performing team
Strong communication, presentation, and negotiation skills
Strong knowledge of the sales cycle, account acquisition, and account growth
Strong analytical skills, with the ability to interpret and communicate insights from marketing performance, group pace, STR, and brand reports
Demonstrated success in strategic planning and execution, both independently and in team environments
Valid driver’s licence, access to a vehicle, and ability to travel
Proven success in driving RevPAR index growth in a competitive market

Job Responsibility

Lead business development across both hotels by shaping and executing short & long term sales strategies, including annual Sales & Marketing Plans and expense budgets
Lead, coach, & support the Sales & Catering teams to deliver strong operational, sales activity, and market segment results
Lead sales meetings, training sessions, and other team meetings as needed
Represent the hotels at client events, trade shows, community events, brand initiatives, and industry meetings
travel as required
Identify and maximize opportunities to grow market share and outperform the competitive set, with a focus on exceeding RevPAR index targets
Build and maintain revenue growth plans that support profit goals, including monthly sales action plans and annual corporate RFP strategy
Maintain strong knowledge of market trends, competitors, customers, and regional corporate, association, and group segments
Drive direct selling performance for the Sales & Catering teams, including prospecting through phone outreach, outside sales calls, site inspections, virtual meetings, and written communication
Support revenue management through monthly forecasting and corporate account and group rate strategies

What we offer

Comprehensive Benefits
Pension Plan

Fulltime

Business Development Manager

As a Business Development Manager, your primary goal will be to develop trusted ...

Location

United States , San Antonio

Salary:

Not provided

Allied Universal®

Expiration Date

Until further notice

Requirements

Bachelor's degree with at least three (3) years of outside sales experience In a Business-to-Business environment
Associate's degree with at least five (5) of outside sales experience in a Business-to-Business environment
High School diploma with at least fifteen (15) years of outside sales experience in a Business-to-Business environment
Current driver's license if driving a company vehicle or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
Team-oriented sales professional that thrives in collaborating with operations partners and building relationships
Award winning hunter trained in consultative selling techniques with a record in achieving sales excellence (awards, top rankings, consistent goal achievement)
Skilled at brand development using professional networks, local and national associations, and social media tools
Outstanding interpersonal skills, oral and written, and adept in creating and delivering compelling presentations
Proficient in web-based applications (e.g., Salesforce) and Microsoft Office programs
Strong organizational skills to effectively plan cold calling, in person client meetings, reporting and goal achievement

Job Responsibility

Drive the sales process, including prospecting, management of self-generated and company-provided leads, proposal development, contract and pricing negotiations, RFP responses, delivery of customized presentations, and post-close contract implementation
Develop and execute strategic business development plans within a designated geographic territory to achieve company growth objectives, increased market share and positioning of Allied Universal's local presence and comprehensive solutions across diverse industries
Collaborate with internal support departments and operational leadership to develop customized proposals that strategically position the team to win new business and establish a trusted partnership with the client and operations team
Build and maintain consultative relationships with key clients, industry partners, and stakeholders to foster long-term business partnerships
Stay up to date on industry and market trends, competitive landscapes, and emerging technologies to identify innovative business opportunities
Continuously assess and report on sales cycle activity, pipeline development and sales goal tracking using the CRM tool and ongoing communication to senior management
Be a part of a culture that values innovation, agility, and teamwork

What we offer

Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company's 401 (k) or Supplemental Income Plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly
Competitive residual commission plan with bonus opportunity for exceeding plan
Monthly auto allowance and fuel card for all business travel
Top performers are rewarded annually at the Presidents Club Event

Fulltime

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Client Reporting & Rfp Associate

Job Description

Job Responsibility

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