RFP - Emerging Lead- Global Advisors
3 weeks ago
The institutional asset management industry is evolving. Clients need more than products; they need a trusted partner and advisor with a deep understanding of their needs who can help them achieve their goals. State Street Global Advisors is seeking a talented individual who can support and enable our client facing teams to succeed in this environment. Are you that person?
As a Proposals Specialist with 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 proposals, RFI/DDQ to the deadline by establishing priorities and target dates for drafting, information gathering, review and final approval of Proposals
- 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 Proposals
- 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
- Actively participate in automation process beginning from idea generation to final solution
- Continually looking for ways to improve and simplify the Global Proposals Management team's processes
- Maintaining and logging information for Proposals reporting metrics
This role is part of the Global Institutional Group's Global Proposals Management team and you will report to regional manager in India.
Education and experience requirements
- Graduate or above, preferably a MBA graduate with specialization in finance
- Minimum 2 - 4 years of experience in Asset management / Proposals(RFP) domain
- Good understanding of financial/Asset Management industry including various asset classes like Equity, Fixed Income etc.
- Exposure to Mutual Funds and ETF's
- Completed CFA Level I / CFA Level II and pursuing Level II / Level III would be an added advantage for the role
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 various shift (North America, APAC and EMEA regions) timings
- 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 MS Excel
About State Street
State Street Global Advisors is an asset management arm of State Street Corporation. We offer portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. We manage over US $4.34 Trillion1 in assets for over 2100 institutional clients2 worldwide with offices presence in 30 cities, viz., Boston, Toronto, London, Hangzhou, Hong Kong, Tokyo, Sydney, Dublin, Dublin, Riyadh, etc., including 2 major global hubs in Bangalore and Kraków.
-
RFP Specialist- Manager- Global Advisors
1 week ago
Bengaluru, Karnataka, India State Street Full timeThe institutional asset management industry is evolving. Clients need more than products; they need a trusted partner and advisor with a deep understanding of their needs who can help them achieve their goals. State Street Global Advisors is seeking a talented individual who can support and enable our client facing teams to succeed in this environment. Are...
-
Bengaluru, Karnataka, India State Street Full timeJob Profile Bangalore Functional Job Title: : Balance Sheet Substantiation – Emerging Lead Reports to : Balance Sheet Substantiation – Manager/Senior Manager Department/ Division : Controllers/Finance Background: Driven by the State Street Beacon initiative, functionalization of corporate functions and re-alignment of the Finance operating model, State...
-
Global Billing Operations
4 weeks ago
Bengaluru, Karnataka, India State Street Full timeBackground:State Street has established a Global Billing Function under Controllership, which is responsible for client billing set up and invoicing across all business lines and geographies globally at State Street. Organizationally, it combines all groups performing these activities globally, and also includes centers residing in State Street Shared...
-
Senior Data Engineer-Manager- Global Advisors
1 month ago
Bengaluru, Karnataka, India State Street Full timeJob description: This role will be part IT team at State Street Global Advisors (SSGA), working in our Development team.Key responsibilities: Software Development:Demonstrate full stack expertise and architectural understanding to create robust and user-friendly solutions.Specialize in seamless integration of various technologies to ensure cohesive...
-
Java Lead
1 month ago
Bengaluru, Karnataka, India State Street Full timeCompany profileCRD extension projects are customized SSGA solutions and integrating them with CRD system. Charles River (CRD) is a common trading application facilitates the portfolio managers for portfolio construction, order creation and order execution of multiple asset classes. Order creation involves selecting a security and adding order details, and...
-
Lead Engineer
3 weeks ago
Bengaluru, Karnataka, India GE Aerospace Full timeJob Description SummaryThe Lead Engineer – Emerging Technologies is responsible for Mechanical Design of Aircraft Jet Engine Hot Rotors from conceptual design phase supporting RISE technology programs at GE Aerospace Bangalore Engineering Center. Work in this role has the objective of demonstrating the feasibility of concept through analyses and test. This...
-
Advanced Lead Engineer
4 weeks ago
Bengaluru, Karnataka, India GE Aerospace Full timeJob Description SummaryThe Advanced Lead Engineer – Emerging Technologies is responsible for Mechanical Design of Aircraft Jet Engine Structures from conceptual design phase supporting RISE technology programs at GE Aerospace Bangalore Engineering Center. Work in this role has the objective of demonstrating the feasibility of concept through analyses and...
-
Global Head of IT Service Management
2 weeks ago
Bengaluru, Karnataka, India FIS Global Full timePosition Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer Science Travel Percentage : 10 - 15%As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our...
-
Proposal Administrator I-Sales
3 weeks ago
Bengaluru, Karnataka, India FIS Global Full timePosition Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0%Job DescriptionProposal Administrator - Bangalore/Pune - 2+ yrs Job Description:Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging...
-
Bengaluru, Karnataka, India iimjobs Full timeRole Details :The Manager leadership Learning and Talent development will lead the development and delivery of organization's Learning and leadership development strategy and also partner to deliver on organizational talent strategy, ensuring that learning is aligned to strategic priorities. The Role incumbent would manage the design and delivery of...
-
Global Delivery Business Risk Management
3 weeks ago
Bengaluru, Karnataka, India State Street Full timeWho we are looking forGlobal Delivery is a critical part of the business operations at State Street. We have around 30,000 staff various locations around the world including our key hubs in EMEA, APAC and North America and our global hubs in China, Poland, and India.Functionally, we are the backbone and nerve center supporting the entire investment servicing...
-
Advisor, Talent Acquisition
3 weeks ago
Bengaluru, Karnataka, India Danaher Full timeAt first glance, you'll see Danaher's scale. Our 65,000+ associates work across the globe at more than 15 unique operating companies within three platforms—life sciences, diagnostics, and biotechnology. Look again and you'll see the opportunity to build a meaningful career, be creative, and take risks with the support you need to be successful. You'll find...
-
Global Billing Operation
3 weeks ago
Bengaluru, Karnataka, India State Street Full timeState Street has established a Global Billing Function under Controllership, which is responsible for client billing set up and invoicing across all business lines and geographies globally at State Street. Organizationally, it combines all groups performing these activities globally, and also includes centers residing in State Street Shared Service locations...
-
Global Billing Operation
2 weeks ago
Bengaluru, Karnataka, India State Street Full timeState Street has established a Global Billing Function under Controllership, which is responsible for client billing set up and invoicing across all business lines and geographies globally at State Street. Organizationally, it combines all groups performing these activities globally, and also includes centers residing in State Street Shared Service locations...
-
Field Sales Manager
3 days ago
Bengaluru, Karnataka, India timesjobs Full timedentify & recruit right quality advisors to build a strong advisor baseProvide training on products, business processes and selling techniques continuouslyProvide assistance to advisors in lead generation, prospecting and business developmentEnsure that advisors provide right financial solutions to customers as per need analysis and they adhere to required...
-
Lead Engineer-Development
6 days ago
Bengaluru, Karnataka, India FIS Global Full timePosition Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer Engineering Travel Percentage : 0%Are you ready to unleash your full potential? We're looking for people who are passionate about payments to chart Worldpay's path to being the largest and most-loved payments company in the...
-
Application Development Advisor
1 week ago
Bengaluru, Karnataka, India Evernorth Full timeABOUT EVERNORTH:Evernorth exists to elevate health for all, because we believe health is the starting point for human potential and progress. As champions for affordable, predictable and simple health care,we solve the problems others dont, wont or cant.Our innovation hub in India will allow us to work with the right talent, expand our global footprint,...
-
Global Treasury/FaCT Operations
2 weeks ago
Bengaluru, Karnataka, India State Street Full timeWho are we looking forAn experienced leader for our Global Treasury Operations group, responsible for managing a team of Treasury Investment Portfolio and Liability Management specialists providing end to end Operations support. You will possess extensive knowledge and experience in Global Treasury Investment Portfolio and Liability Management products in...
-
Urban Odyssey
3 weeks ago
Bengaluru, Karnataka, India iimjobs Full timeHead of Design and Styling - Bridge to Luxury Lifestyle Brand - Stealth Mode Who Are We :We are a bunch of Fashion and Lifestyle Enthusiasts who want to create a Bridge to Luxury Lifestyle Brand Made in India, Made for India. As Indians climb up the affluence ladder, there is a wide need gap of Luxury Fashion that is Made for Indians without really burning a...
-
Global Data Analyst
3 weeks ago
Bengaluru, Karnataka, India ABB Full timeGlobal Data AnalystTake your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future.At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations. Together, we are embarking on a...