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Global Sector Solutions RFP Emerging Leader

4.00 to 6.00 Years   Bangalore   22 Apr, 2020
StateStreet Global Advisor Pvt Ltd
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

Purpose of Role:

****This is an exciting opportunity to move into the State Street s Sector Solutions Team, supporting the revenue generation activities within the group. Critical requirement is the technical knowledge and understanding of Investment Servicing products such as custody servicing, fund administration and Risk Data Analytics. RFP experience is not required ***

Working as part of a wider global RFP team, training and support will be provided on the RFP processes, enabling you to collate and craft response documents, ensuring deadlines and risk excellence standards are met. As an RFP Analyst within Global Sector Solutions, 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 :

Major Responsibilities:

Role specifics

RFP/DDQ Completion (65%)

  • Working with client facing teams, project management of detailed client proposals, due diligence questionnaires and consultant questionnaires, covering a wide range of products including (but not limited to) global custody; accounting; fund administration; trustee depositary services; and data analytics
  • Sourcing accurate response content
  • Managing the response process from kick-off meeting to dispatch of final response documents, ensuring milestones and deadlines are met
  • Ensuring the firm brand, product messaging, and tone are consistent throughout the document

    Drafting, proof-reading, editing and reviewing content (30%)

  • Drafting, proof-reading, editing and reviewing content (30%)

    • Working in close cooperation with the Sector Solutions sales teams, client service teams, product managers and subject matter experts (SMEs) to ensure proposal input is well-written, accurate, balanced, persuasive and timely

      RFP Database (5%)

  • RFP Database (5%)

    • Submission of new and updated material to the Qvidian database

      Individual Contributor:

  • Individual Contributor:

    • Excellent written English
    • Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role
    • Ensure that the highest level of the Code of Conduct is displayed in your behavior
    • Provide appropriate management information as required to support business unit decision making
    • Support the Risk Excellence culture within the business
    • Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations

      PERSON SPECIFICATION:

  • PERSON SPECIFICATION:

    • Excellent written English and the ability to edit and tailor text to ensure accuracy, consistency and readability
    • Project management experience and the ability to operate in a deadline-driven environment
    • Advanced MS Word skills
    • Familiarity with investment servicing products (e.g. global custody and fund administration)
    • Experience in a sales support and/or RFP role would be an advantage
    • Any global financial certification like CISI/CFA would be an added advantage
    • A working knowledge of Qvidian would be an advantage

  • Over all 4 to 6 years of experience

  • Required Competencies - motivation, team skills, ability to work under pressure, etc.

    • Motivation to complete tasks in a timely manner
    • Ability to manage own workload
    • Attention to detail
    • Ability to interact with others to gather information
    ,

    Keyskills :
    code of conductsubject matter experts court appointed receiverteam skills music makingsales support proof readingdue diligence

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