The Equity Specialist is a leadership role (manager-equivalent) in the global RFP function.  

The Equity Specialist is an experienced sole contributor working closely with RFP team members, other Global Client Services (GCS) teams, global asset class services and product teams, global distribution, operational teams and any other relevant business areas to recommend messaging for use in requests for information, new business proposals, due diligence and ad hoc requests for CG’s equity strategies.  

The Equity Specialist is a resource for all GCS teams to optimize the client experience, supporting both existing service, client retention and new business efforts.  

Primary responsibilities/essential functions: 

Content and data expert for coverage area (equities); Facilitates production excellence as internal SME and escalation point: 

• Accountable for ensuring optimal written content related to CG’s equity investment strategies and/or operational processes related to equity products. 

• Serves as expert on statistical data for CG’s equity strategies 

• Responsible for providing input and oversight of investment-related content, for RFPs and Due Diligence requests in conjunction with RFP writers, and provides input and oversight of investment-related statistical data and narrative content reported in consultant/third party databases in conjunction with the Investment Database team.  

Change Champion and Driving Fluency for RFP/GCS: 

• Embraces continuous improvement mindset to find efficiency and enhancement opportunities for content, data sources, processes or technology in assigned area.  

• Represents GCS in any relevant strategic initiatives and /or process leadership opportunities.  

• Anticipates future business needs and identifies opportunities to enhance the team’s operations and processes within their domain area. Continuously acquires and evolves knowledge to be recognized as a thought leader within their domain area. 

Leadership and Engagement with partner teams/stakeholders:  

• Coaches and mentors the broader team. 

• Proactively identifies knowledge gaps and leads any education/training needed. 

• Models our core values and contributes to a culture of excellence. 

• Engages with cross-functional key stakeholders to identify and drive needed changes to enhance business and technology processes.  

• Partners with distribution, investment services and leadership committees to formalize strategy on responses to complex requests and initiatives. 

• Collaborates with teams across the organization to develop expertise and accurately reflect firm, strategy and operational processes in information requests. 

• Performs additional responsibilities, as assigned. Support ad hoc projects, as and when required, in addition to core responsibilities. 

Business & Technical Skills

• Demonstrates initiative by identifying issues and recommending solutions. 

• Demonstrates effective written and oral communication skills with a diverse group of associates and senior business leaders.  

• Demonstrates sound judgment in resolving complex matters. 

• Demonstrates intellectual curiosity and analytical skills in areas of high complexity, ambiguity and diversity. 

• Demonstrates effectiveness in leading/facilitating a variety of meetings.  

• Demonstrates ability to manage projects.  

• Demonstrates in-depth knowledge of institutional and retail investment strategies and the investment management industry.  

• Solid understanding of the RFP production process.  

Competencies

• Builds Networks – Effectively builds formal and informal relationship networks inside and outside the organization. 

• Drives Engagement – Creates a climate where people are motivated to do their best to help the organization achieve its objectives. 

• Ensures Accountability – Holds self and others accountable to meet commitments. 

• Situational Adaptability – Adapting approach and demeanor in real time to match the shifting demands of different situations. 

• Balances Stakeholders – Anticipates and balances the needs of multiple stakeholders.  

• Courage – Steps up to address difficult issues, says what needs to be said. 

• Optimizes Work Processes – Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. 

• Business Insight – Applies knowledge of business and the marketplace to advance the 

• organization’s goals. 

• Creating New and Different – navigating new processes or products, ensuring required new or enhanced content is planned for proactively, taking ownership to become the SME within GCS for any initiatives related to assigned area. 

Working conditions 

• N/A — this role doesn’t require any environmental conditions inherent to the job that would be considered outside of a normal office environment.