RFP Writer - Team Lead

RFP Writer, Sales Enablement, Senior Associate

Who we are looking for

Project managing the completion of timely, accurate, well-written and well-presented responses to RFPs (Request for Proposal) and other similar questionnaires through interaction with members of the sales, relationship management and client service teams, as well as subject-matter-experts (SMEs) throughout the organization.

Working as a part of our team in Bangalore, training and support will be provided enabling you to collate and craft response documents, ensuring deadlines and risk excellence standards are met.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. 

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As RFP Writer you will be responsible for

RFP Completion:

• Project management of detailed client proposals covering a wide range of products including (but not limited to) global custody, accounting, fund administration, performance measurement, compliance monitoring, data analytics and transfer agency services
• Sourcing accurate response content
• Managing the response process from the kick-off meeting to dispatch of final response documents, ensuring milestones and deadlines are met
• Drafting, proof-reading, editing and reviewing content
• Working in close cooperation with the sales teams, product managers and subject matter experts (SMEs) to ensure proposal input is well-written, accurate, balanced, persuasive and timely

RFP Database:

• Submission of new and updated material to the RFP database

Projects:

• Creative solutions related to continuous-improvement projects

Individual Contributor:

• 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 a ‘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

What we value

These skills will help you succeed in this role

• Excellent written English and the ability to edit and tailor text to ensure accuracy, consistency and readability
• Project management skills and the ability to operate in a deadline-driven environment
• Advanced MS Word skills
• Interpersonal communication skills
• Experience in a sales support and/or RFP role would be an advantage
• A working knowledge of a proposal management workflow tool would be an advantage (e.g. Responsive, Loopio, Qvidian)
• Self-motivated to complete tasks in a timely manner
• Ability to manage workload under pressure
• Attention to detail, strategic thinking and problem solving
• Ability to interact with others to gather information

Education & Preferred Qualifications

• Degree-level qualification in a business or finance discipline; 4-6 years of related business experience
• Project management qualifications would be an advantage

Additional requirements

• None, however, APMP (Association of Proposal Management Professionals) Accreditation would be beneficial

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers