Investment Proposal Specialist

Your role

Are you interested in generating new business? Are you strongly interested in the financial industry in particular investments? Are you tech- and data-savvy? Do you work accurately? We are looking for you!


As part of our RFP team, you’ll help respond to detailed client questionnaires that showcase our products, people, and investment strategies. These responses are key to winning new business and maintaining strong client relationships.

You’ll manage RFPs end-to-end, working with large datasets, automating repetitive tasks, and presenting insights clearly. A structured, analytical mindset and a willingness to learn are essential. While deep technical skills aren’t required, being comfortable with data analytics tools (see “Your Experience and Skills”) will help you deliver faster, more insightful responses.

The main tasks of your role are:
• To co-ordinate and produce accurate, timely RFPs, RFIs (Requests for Information) and DDQs (Due Diligence Questionnaires) for prospect clients and existing clients according to internal brand/style guidelines and compliance regulations.
• To collaborate closely with portfolio managers, investment specialists and subject matter experts to improve RFP answers, ensure key messages are understood, and present our capabilities in the most compelling way possible.
• To ensure the RFP database is kept up-to-date and accurate, and quality continually improved
• To help the team identifying and implementing digital solutions

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Your team

You will be part of the RFP (Request for Proposals ) team with members in Europe, APAC, US and Switzerland. We support sales teams globally. In particular, you will engage with them providing RFP responses on a wide range of investment products. Our team has a direct impact in meeting sales targets and therefore in supporting business growth and client engagement. You will also have exposure to other Sales Management teams, gaining insight into how data, analytics, pricing and market intelligence support strategic decision-making.

Your team is part of Client Coverage within UBS Asset Management. Our business offers industry leading capabilities on a truly global scale. With over 1.8 trillion* in invested assets, we are the third largest Europe-based asset manager and the number 13 firm globally. Client Coverage is the sales organization driving the growth of our business by building relationships with Clients (*as of 31 March 2025)

Your expertise

Your experience and skills

• +5 years of professional experience
• Investment knowledge across all asset classes
• Studying for or having accomplished CFA or similar is a plus
• Advanced Excel skills (very familiar with pivot tables, PowerPivot/Get-And-Transform), PowerBI, PowerAutomate, SQL databases, R/Python is a strong advantage
• Interest in/understanding of ESG (Environmental, Social and Governance) factors in investments
• Fluent English with excellent writing and proof-reading skills: an additional European language (e.g. French or Italian) is a plus, while proficiency in German would be a strong plus
• High attention to detail, accuracy and comfortable using methodical approach to tasks
• Strong project management skills and able to set priorities
• Confident communicator, both orally and in writing, with audiences of different seniority
• Ability to work with stakeholders locally and remotely as well as cross functions

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.