Request for Proposal Specialist
1 month ago
We are seeking a skilled Request for Proposal Writer to join our team. As a key member of our Investment Services group, you will be responsible for managing detailed client proposals, sourcing accurate response content, and drafting, proof-reading, and editing proposal content. Your expertise will help us deliver comprehensive and holistic solutions to our clients.
Key Responsibilities
- Project management of client proposals covering a wide range of products, including global custody, fund administration, trustee and depositary services, and data and analytics.
- Sourcing accurate response content from sales teams, product managers, and Subject Matter Experts.
- Drafting, proof-reading, and editing proposal content to ensure it is well-written, accurate, balanced, persuasive, and timely.
- Submission of new and updated material to the RFP database.
- Providing creative solutions related to continuous-improvement projects and supporting business unit decision making.
- 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.
- Familiarity with investment servicing products, such as global custody and fund administration.
- Experience in a sales support and/or RFP role would be an advantage.
We are a leading custodian bank, asset manager, and asset intelligence company. Our mission is to help our clients safeguard and steward their investments. We provide investment servicing, data and analytics, investment research and trading, and investment management to institutional clients. We value inclusion, diversity, and social responsibility.
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