320 - RFP Specialist 320 - RFP Specialist …

State Street Corporation
in Bangalore, Karnataka, India
Permanent, Full time
Be the first to apply
State Street Corporation
in Bangalore, Karnataka, India
Permanent, Full time
Be the first to apply
State Street Corporation
320 - RFP Specialist
As an RFP Specialist within State Street Global Advisors' Global Institutional Group, you will take an active role in the business development process, with responsibility for creating accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective institutional clients and consultants. You will be part of a global team responsible for:

  • Working with client facing teams to analyze proposal requirements to determine bid/no bid
  • Managing the completion of the RFP/RFI/DDQ to the deadline by establishing priorities and target dates for drafting, information gathering, review and final approval of RFPs/RFIs/DDQs
  • Engaging and partnering with internal subject matter experts to draft nonstandard answers to questions that are clear and compelling
  • Compiling performance, characteristics and personnel data for RFPs/RFIs/DDQs
  • Ensuring the firm brand, product messaging, and tone are consistent throughout the document
  • Minimizing reputational risk by working with subject matter experts to ensure that language and data meet regulatory requirements
  • Continually looking for ways to improve and simplify the RFP team's processes
  • Maintaining and logging information for RFP reporting metrics
    This role is part of the Global Request for Proposal, Request for Information and Due Diligence Questionnaire Team and in that role you will report to the respective regional team manager.

    Education and experience requirements
  • Graduate or above, preferably a MBA graduate with specialization in finance
  • Minimum 18-36 months experience in Asset management / RFP domain
  • Good understanding of financial industry and various asset classes like Equity, Fixed Income etc.
  • Exposure to Mutual Funds and ETF's will be added benefit
    This position requires:
  • Understanding of the asset management business, basic financial concepts, and regulations as well as knowledge of various asset classes, different investment products, and market segments
  • Comprehensive understanding of the products you support
  • Strong project management, analytical thinking, problem solving, research, time management, and verbal and written communication skills
  • Capacity for differentiated thinking and ability to challenge the status quo in order to drive optimal outcomes
  • Excellent editing and proofreading skills
  • Strong quantitative skills and ability to understand and communicate investment data
  • Acute attention to detail
  • Capability to produce high-quality and/or final work product and solutions in a rapidly changing environment with tight deadlines, including the skill to prioritize and allocate projects and workflow to ensure timely and accurate delivery
  • You are collaborative by nature with the capability to help others achieve more, working with local and global teams, including the flexibility to work within global deadlines
  • Comfortable working in Americas regions with shift timing of 4:30 PM to 1:30 AM
  • An ability to form and cultivate positive relationships with internal partners across all levels of the organization
  • An ability to take ownership, initiative and successfully navigate within a demanding and international environment of a leading global financial institution
  • You to thrive in a highly regulated environment that demands full compliance with policies and procedures
  • You to have a positive attitude that motivates and inspires others
  • Proficient in Microsoft Office suite of applications, specifically MS Word and Excel
Company Overview

From technology and product innovation to corporate responsibility and community development, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people - strengthening markets, building communities and creating opportunities for growth.

We owe that longevity to the commitment, expertise and creativity of our employees. Our continued success depends on our ability to attract and develop the best talent in the industry. That's why we're keenly focused on employee development, corporate citizenship and inclusion.

For us, success comes in the mark we make as an organization - for the industry, our clients, our communities and each other.

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