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Investments Proposal Specialist

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Beato António, Lisboa, Portugal Marsh McLennan Tempo inteiro
Company:MercerDescription: We are seeking a talented individual to join our Sales Enablement team at Mercer. This role will be based in Lisbon. This is a hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

  • Draft and manage proposals/presentations aligned with client requirements and company branding in order to respond to client RFPs (Requests For Proposals);
  • Develop/drive internal work plans based on external deadlines — and hold pursuit teams accountable;
  • Research/draft responses to proposal questions in collaboration with subject matter experts;
  • Own master documents and incorporate multiple rounds of edits through completion;
  • Ensure internal procedures and best practices are followed for each project.

What you need to have: 

  • A degree in any business, marketing or communications related field;
  • Proficient in Microsoft 365, including Word, PowerPoint, Excel, and Teams;
  • Prior experience with RFI/RFP/DDQs (proposal writing), regardless of industry;
  • Excellent verbal and written communication skills in English (C2).
  • Strong understanding of the end-to-end pursuit lifecycle;
  • Ability to manage competing deadlines and adapt to shifting priorities;
  • Close attention to detail, without losing sight of the bigger picture;
  • Comfort with ambiguity and frequent change.

What makes you stand out?

  • Experience working in a Mercer line of business (Benefits, Investments, Pensions, HR consulting);
  • Know how on corporate investments;
  • 1 to 2 years of project management experience;
  • A thirst for knowledge and passion for trying new things;
  • Familiarity with SharePoint, Qvidian, QorusDocs, or online bid procurement tools (such as Ariba).

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders;
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities;
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit , or follow us on LinkedIn and X.Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.