This is for RFP Apprentice role within State Street Global Advisors’ Global Institutional Group. You will be assisting the RFP Specialists with responsibility for sourcing accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective institutional clients and consultants.
Job Description
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 an RFP Apprentice within State Street Global Advisors’ Global Institutional Group, you will be assisting the RFP Specialists with responsibility for sourcing 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, your task will include:
Serve as a back up for the RFP analysts in case of any urgent requests
Support RFP analysts on projects that involve quantitative data collation and integration
Reach appropriate teams and update Bio’s of team members across asset classes
Assist RFP analysts to identify appropriate responses to proposal questionnaire from the database
Understand the usage to internal tools to generate reports for RFP Analysts
This role is part of the Global RFP and DDQ 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
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Minimum 11-24 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
This position requires:
Strong written and oral communications skills including good telephone/e-mail etiquette
Excellent analytical and intepersonal skills
Demonstrate ablility to analyse competitive intelligence and intigrate the collated information with services
Positive, energetic attitude and self motivating
Ability to multitask and manage several projects at one time
Good understanding of financial services and investment products
Proficient in Microsoft Office suite of applications, specifically Word and Excel
About State Street
Across the world, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are critical to our continued success.
Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses the values of our company. It’s also part of our dedication to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.
State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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