IM EMEA, RFP Marketing Associate

  • Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • BNY Mellon
  • 21 Oct 17 2017-10-21

IM EMEA, RFP Marketing Associate

BNY Mellon Investment Management's goal is to build and manage investment and wealth management strategies and solutions that address the ever changing needs of our clients. Drawing on deep expertise, we collaborate with our clients to understand their needs and tailor our best ideas and resources to meet their specific requirements. As recognised pioneers of the multi-boutique model, BNY Mellon have some of the best investment ideas, from the finest investment minds, all in one place.

BNY Mellon Investment Management has over US$1.73 trillion AUM (BNY Mellon, March 2017) and is the global investment management arm of BNY Mellon, one of the world's 7th largest global asset managers (Willis Towers Watson in conjunction with Pensions and Investments, October 2016) and 4th largest asset manager (Investments Pensions Europe, June 2016) active in the European marketplace.

Job Purpose:
The role entails the design and completion of new business questionnaires for the BNY Mellon IM EMEA's domestic and international sales teams.

  • Timely and accurate completion of RFPs, DDQs and RFIs covering the breadth of investment services offered by BNY Mellon's asset manager
  • Supplying accurate company data to external consultants on a regular basis and responding to adhoc requests
  • Developing relationships with sales & marketing teams (Institutional, International, Private Client and Wholesale) to understand and support fully their sales & marketing efforts
  • Assisting with the capture and maintenance of information/data for inclusion in RFP questionnaires (e.g. AUM, personnel information)
  • Assisting with the development and maintenance of systems for the capture of information for inclusion in RFP questionnaires (e.g. PMAPS)
  • Liaison with the Database Manager/Consultant Information Specialists to ensure content is accurate, up-to-date and is consistent with the message/positioning across databases and RFPs
  • To attain a good knowledge of BNY Mellon's asset managers and their investment services and to keep up-to-date with any new developments/products
  • Comply with all corporate policies and procedures within the department.
  • Alert management immediately of any significant changes to business risks and internal controls effectiveness
  • Notify management and/or Compliance immediately of any regulatory breach
  • Comply with health and safety policies and procedures operating within the business.
  • A knowledge or understanding of RFP production would be desirable
  • Good writing skills with the ability to turn complex investment ideas into clear written paragraphs
  • Attention to detail, numerate and ability to analyse statistical data
  • Ability to prioritise and work accurately under pressure to tight deadlines
  • Good inter-personal skills. Must be able to interact well with other members of BNY Mellon Investment Management's staff, both within Investment Management EMEA and with external/internal clients
  • Must be motivated, willing to take initiative and committed to the development of the team


  • The successful candidates are likely to have previous experience in the investment management industry, preferably in Institutional Marketing or Client Service capacity, and want to develop this in a fast moving environment which will offer a lot of exciting challenges and opportunities
  • We are also considering candidates with RFP writing experience looking for a new challenge
  • Good knowledge and understanding of Microsoft Office (Outlook, Word, Excel)
Academic/Professional Qualifications (or equivalent qualifiers)
  • Degree level educated or equivalent work experience
  • IMC or willing to study for (desirable)

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Greater London-London
Job: Asset Management
Internal Jobcode: 51581
Organization: BNYM IM EMEA Ltd-HR14104
Requisition Number: 1710061

Tags: EMEA: 34-A,31-A, 2-D