Internship (CCG Institutional, SSGA)

Purpose Of Role:

The Global Proposal Management Team is responsible for 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.

Specific Duties:

⢠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

⢠Continually looking for ways to improve and simplify the RFP teamâs processes

⢠Maintaining and logging information for RFP reporting metric

Specific Qualifications / Skills:

Key requirement for the internship:

• Graduate or currently pursuing a degree in finance.
• Proficient English (B2 level minimum)
• Interest in asset management and implementation of investment views.
• Strong detail-orientation, analytical and problem-solving skills.
• Some experience of optimization techniques.

For Global Proposal Management Team support:

• Strong analytical and research skills
• Detail-oriented with the ability to manage multiple tasks simultaneously
• Excellent written and verbal communication skills
• Ability to work independently and as part of a global team
• Proficiency with MS Office suite: Word, Excel, and PowerPoint
• Ability to prioritize and allocate projects and workflow to ensure timely and accurate delivery

Level Of Education:

• Graduate or currently pursuing a degree in finance.

Previous Level Of Experience:

• Previous internship on in a financial institution desired.
• Previous experience in project management desired.