Strategic Deal Desk Assistant

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,800 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

What’s In It For You

• Competitive salary
• We are globally hybrid with 2 days in office (please check the specifics for this role during interview process)
• Flexible working hours
• Private Pension Plan fully paid by the company after probation
• Private medical insurance with Catastrophe cover fully paid by the company
• Employee recognition program and spot bonuses

Purpose of the Job

The Strategic Deals Desk is responsible for the timely and accurate production of tech-enabled, high-value client proposals, RFPs and DDQs requested by the global Group across our five core service lines: Funds, Capital Markets, Corporate Services, Private Client, Regulatory  & Compliance, with the aim to articulate Ocorian’s value proposition and client commitment, champion best practice and to facilitate new business wins and client retention.

The Strategic Deal Desk Assistant will be responsible for supporting field Service Line Commercial Directors in producing high-quality, tailored responses to high-value mandate information requests, proposals and detailed due diligence questionnaires.

The Strategic Deal Desk Assistant reports to the Research Manager and will work closely with the field Service Line Commercial Directors, the Marketing team and other internal stakeholders.

Main Responsibilities

• Assist in drafting tailored, high-quality responses to RFP, DDQ and Proposal requests.
• Develop a strong knowledge of the firm’s operations, processes, products across core Service Lines to effectively understand and respond to new/existing client and internal requests.
• Collaborate with the Commercial team members and Subject Matter Experts (SMEs) across the global Group.
• Ensure proposal and RFP/DDQ repository content is kept up-to-date and periodically refreshed.
• Monitor periodic RFP/DDQ SME reviews to ensure tasks actioned and content is accurate and fit-for-purpose
• Enter relevant Prospect/Intermediary contacts in salesforce on behalf of the Commercial team.
• Ad hoc support as required by the Commercial team.

#LI-EM1

#LI-Hybrid

• University degree preferably in law, business or economics.

Knowledge, skills and experience

• Has excellent English language and writing skills
• Understands and is willing and capable to learn about the Global Business services offered by Ocorian, within a limited period of time.
• High proficiency in MS Word, PowerPoint and Excel.
• Experience of working with CRM (Client Relationship Management) systems, ideally salesforce.
• Prior proposal, RFP and DDQ writing experience in the professional/financial services industry.

Competencies 

• Attention to details.
• Able to produce high quality work when under pressure.
• Flexible, energetic and enthusiastic.
• Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels.
• Ambitious to learn and be challenged.
• Good organisational skills and the ability to work methodically and accurately.
• Responsive, proactive and innovative.

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.