Senior Associate - Proposal Writer

Senior Associate - Proposal Writer

State Street Corporation
3-5 years
Not Specified

Job Description

  • Purpose of Role:
    ****This is an exciting opportunity to move into the State Street's Global Client Coverage Team, supporting the revenue generation activities within the group. Critical requirement is the technical knowledge and understanding of Investment Servicing products. RFP experience is not required****
    Working as part of a wider global RFP team, training and support will be provided on the RFP processes, enabling you to collate and craft response documents, ensuring deadlines and risk excellence standards are met.
  • Major Responsibilities:
    Role specifics
    RFP/DDQ Completion (65%)
    • Project management of detailed client proposals, due diligence questionnaires and consultant questionnaires covering a wide range of products including (but not limited to) global custody accounting fund administration trustee & depositary services and data & analytics
    • Sourcing accurate response content
    • Managing the response process from kick-off meeting to dispatch of final response documents, ensuring milestones and deadlines are met
      Drafting, proof-reading, editing and reviewing content (30%)
    • Working in close cooperation with the Sector Solutions sales teams, client service teams, product managers and subject matter experts (SMEs) to ensure proposal input is well-written, accurate, balanced, persuasive and timely
      RFP Database (5%)
    • Submission of new and updated material to the Qvidian database
      Individual Contributor
    • Excellent written English
    • Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role
    • Ensure that the highest level of the Code of Conduct is displayed in your behavior
    • Provide appropriate management information as required to support business unit decision making
    • Support the ‘Risk Excellence culture within the business
    • Adhere to limits of delegation and escalation procedures required by your managers that you comply with internal policies and external regulations
    • Over all working experience 3-5 Years
    • Educational Qualification: Any Graduation.
      Additional Job Description
    • Excellent written English and the ability to edit and tailor text to ensure accuracy, consistency and readability
    • Project management experience and the ability to operate in a deadline-driven environment
    • Advanced MS Word skills
    • Familiarity with investment servicing products (e.g. global custody and fund administration)
    • Experience in a sales support and/or RFP role would be an advantage
    • A working knowledge of Qvidian would be an advantage
      Required Competencies - motivation, team skills, ability to work under pressure, etc.
    • Motivation to complete tasks in a timely manner
    • Ability to manage own workload
    • Attention to detail
    • Ability to interact with others to gather information

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It's also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. For more information, for U.S. jobs only, please read our CEO Statement.

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