Senior Associate, Proposal Development

1 month ago

Pune, India BNY Full time

Senior Associate, Proposal Development

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.    

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Senior Associate, Proposal Development to join our Treasury Services’ Proposals & Due Diligence Response team. This role is located in Pune, MH –HYBRID.

In this role, you’ll make an impact in the following ways: 

  • Contributes to business revenue goals by generating compelling proposal responses and presentations for clients globally, across industries.
  • Coordinates clear, succinct responses to client due diligence requests (DDQs) working in partnership with experts across the business
  • Manages proposal and DDQ responses end-to-end, working in both independently and in an team environment
  • Creates persuasive client facing presentations and other client-facing materials 
  • Contributes to overall success of proposals and presentations through proposal drafting and research, writing effective executive summaries and creating client presentations that effectively showcase Treasury Services and BNY as a leading service provider
  • Conducts legal/business reviews for all potential projects. May participate in final go/no-go deliberation
  • Utilizes tracking tools and project plans to track all relevant project information throughout the project lifecycle, including maintaining accurate data for report generation  
  • Coordinates with internal business partners to research and gather information necessary to prepare a responsive submission to the assigned RFPs and DDQs. Anticipates compliance, legal, or regulatory review required for response and works with more senior staff to address
  • May assist in developing and refining the proposal and due diligence process and assist in the creation of standard library content
  • Works closely with the business development or relationship management team to clarify proposal requirements in conjunction with the client
  • No direct reports

     

To be successful in this role, we’re seeking the following: 

  • Bachelors degree or the equivalent combination of education and experience in business management or related field is required
  • 3-5 years of total work experience in financial services preferred, knowledge of Treasury Services a plus
  • Experience in proposal development and due diligence response preferred
  • Demonstrates excellent verbal and written communication skills
  • English language fluency (verbal and written)
  • Proficiency in Outlook, Word, Excel, Adobe, PowerPoint and SharePoint 
  • Strong organizational, project management and time management skills. 
  • PMP certification a plus
  • Detail oriented with the ability to manage multiple complex projects and deadlines at any given time in a fast-paced environment
  • Demonstrates a commitment to continuous improvement to drive efficiencies and optimal client experience
  • Ability to work independently and make fact-based decisions while holding project stakeholders accountable
  • Experience using proposal management software preferred


At BNY, our culture speaks for itself. Here’s a few of our awards: 

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
  • “Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023


Our Benefits and Rewards: 

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 

 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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