Bid Support

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

Group Overview

IQ-EQ is a leading Investor Services group with more than 5,000 employees and Assets under Administration in the excess of $750 billion. We combine global expertise with an unwavering focus on client service delivery to support fund managers, global companies, family offices and private clients operating worldwide across 23 jurisdictions

IQ-EQ brings together a rare combination of global expertise and a deep understanding of the needs of clients. This allows us to provide high quality delivery of a comprehensive range of compliance, administration, asset and advisory products and services to investment funds, global companies, family offices and private clients globally.

Department Overview – Group Commercial

The Group Commercial unit englobes the Sales, Relationship Management, Client Services, Marketing, and Product Development teams of IQ-EQ. Group Commercial is the department responsible for the retention of our existing client base in coordination with the rest of the Group, and responsible for overseeing business growth efforts on behalf of IQ-EQ.

One of our key objectives is to grow our profitable portfolio of clients, manage the existing relationship, building long-term relationships, and to ensure the full satisfaction with the services received from IQ-EQ.

Department Overview – Sales Operations & Enablement

Sales Operations is responsible for:

• Ensure the efficiency and effectiveness of Commercial activity across the broader team
• Increase sales effectiveness and productivity by providing centralized content deliver business productivity and efficiencies of day-to-day processes
• To embed global disciplines & consistencies
• Delivery of first-class proposals / RFPs
• Management, maintenance, and reporting of GSS Commercial budgets
• Management of regular and ad hoc Sales Operations Communications
• Data intelligence and reporting to drive sales and management MI
• Identify Risks to plan and remediation planning and execution 

About the Role:

An essential role that supports the proposal development process, securing new business and strengthening existing client relationships. You’ll coordinate and produce the bid (RFI, RFP, etc.) document for Tier 2 and 3 deals and contribute to maintaining the bid database. You will also be supporting a proposal manager on key strategic and transformational opportunities.

As IQ-EQ Bid Support, you will be an organised, detail oriented and the ability to work under pressure with demanding deadlines. You'll be the glue that holds our bid process together, assisting with research, data gathering, document formatting, and logistics. Your skills and dedication will be instrumental in securing new business.

Role & Responsibilities

Proposal development and management:

• Lead the proposal creation process from receipt to final submission, ensuring compliance with bid requirements, client timeframes and IQ-EQ strategy.
• Coordinate proposal input from subject matter experts across the organization to validate and gather new responses
• Champion internal proposal timelines, collaboration tools, document management and version control best practices
• Contribute to the maintenance of the bid database by enhancing existing content, sourcing new content and remaining up to date with database produce developments

Client engagement and relationship building:

• Collaborate with sales teams to gather expertise and ensure a unified winning approach
• Present proposals for clients with confidence and professionalism, answering questions and addressing concerns effectively
• Gather feedback from clients and internal stakeholders to refine proposal processes and continuously improve proposal success rates

Communication and collaboration:

• Maintain clear and concise communication with internal and external stakeholders throughout the proposal development process.
• Collaborate effectively with colleagues across different departments to ensure proposals are comprehensive and integrated.
• Foster a culture of teamwork and excellence within the proposal team.
• Contribute to the bid team’s reporting and KPIs

Qualifications

Skills and Qualifications:

• Proven experience in developing and delivering winning proposals in a professional services environment.
• Strong organisation and communication skills
• Excellent project management and organizational skills.
• An understanding of the financial services industry and IQ-EQ's service offerings.
• A results-oriented approach with a passion for exceeding client expectations.
• Proficiency in proposal management software tools (e.g., RFPIO/Responsive, Proposify, Qvidian).

Competencies

Commercial Skills:

• Ability to build effective relationship
• Knowledge of IQ-EQ product offering
• Political Acumen
• Ability to identify and exploit new opportunities

Leadership skills:

• Highly skilled communicator including ability to think and write creatively
• Shows personal commitment to development/self awareness and takes action to continuously improve
• Takes on new opportunities and tough challenges

Soft / interpersonal Skills:

• Ability to collaborate with colleagues
• Ability to manage priorities, plan and meet deadlines
• Thrives under pressure and possesses resilience
• Networking skills
• Results driven
• Adaptability and flexibility
• Presentation and negotiation skills
• Creativity and problem solving
• Initiative, drive and enthusiasm

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.