RFP Specialist- Manager- Global Advisors

2 weeks ago

Bengaluru, Karnataka, India State Street Full time

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 Senior RFP 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 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
  • Review the documents developed by the RFP Specialists to check for quality on correctness of the information and data
  • Actively participate in automation process beginning from idea generation to final solution
  • 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
  • Pursuing CFA Level 2 or Level 3 would be an added factor

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