Internship (CCG Institutional, SSGA)

4 tygodni temu


Krakow, Polska State Street Pełny etat

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.


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